Use the CData ODBC Driver for Zoho CRM in Microsoft Power Query

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Zoho CRM ODBC Driver

The Zoho CRM ODBC Driver is a powerful tool that allows you to connect with live Zoho CRM account data, directly from any applications that support ODBC connectivity.

Access Zoho CRM data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.



You can use the CData Zoho CRM ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Zoho CRM data into Microsoft Power Query.

The CData ODBC Driver for Zoho CRM enables you to link to Zoho CRM data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Zoho CRM data into Microsoft Power Query.

Connect to Zoho CRM as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

You will need to obtain an AuthToken to authenticate to Zoho CRM. You can generate an AuthToken on the Zoho CRM website or by calling the GetAuthToken stored procedure. Note that when you generate an AuthToken from Zoho CRM, you can only generate an AuthToken for your user account. You can generate AuthTokens for other user accounts by calling GetAuthToken.

See the "Getting Started" chapter in the help documentation for a guide.

Import Zoho CRM Data

Follow the steps below to import Zoho CRM data using standard SQL:

  1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

  2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: Provider=MSDASQL.1;Persist Security Info=False;DSN=CData ZohoCRM Source
  3. Enter the SELECT statement to import data with. For example:

    SELECT Account_Name, Annual_Revenue FROM Accounts
  4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.