Replicate Zoho CRM Data from PowerShell

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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.



Write a quick PowerShell script to query Zoho CRM data. Use connectivity to the live data to replicate Zoho CRM data to SQL Server.



The CData ODBC Driver for Zoho CRM enables out-of-the-box integration with Microsoft's built-in support for ODBC. The ODBC driver instantly integrates connectivity to the real Zoho CRM data with PowerShell.

You can use the .NET Framework Provider for ODBC built into PowerShell to quickly automate integration tasks like replicating Zoho CRM data to other databases. This article shows how to replicate Zoho CRM data to SQL Server in 5 lines of code.

You can also write PowerShell code to execute create, read, update, and delete (CRUD) operations. See the examples below.

Create an ODBC Data Source for Zoho CRM

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.

Connect to Zoho CRM

The code below shows how to use the DSN to initialize the connection to Zoho CRM data in PowerShell:

$conn = New-Object System.Data.Odbc.OdbcConnection $conn.ConnectionString = "DSN=CData ZohoCRM Source x64"

Back Up Zoho CRM Data to SQL Server

After you enable caching, you can use the code below to replicate data to SQL Server.

Set the following connection properties to configure the caching database:

  • CacheProvider: The name of the ADO.NET provider. This can be found in the Machine.config for your version of .NET. For example, to configure SQL Server, enter System.Data.SqlClient.

  • CacheConnection: The connection string of properties required to connect to the database. Below is an example for SQL Server:

    Server=localhost;Database=RSB;User Id=sqltest;Password=sqltest;

The SQL query in the example can be used to refresh the entire cached table, including its schema. Any already existing cache is deleted.

$conn.Open() # Create and execute the SQL Query $SQL = "CACHE DROP EXISTING SELECT * FROM " + $Accounts $cmd = New-Object System.Data.Odbc.OdbcCommand($sql,$conn) $count = $cmd.ExecuteNonQuery() $conn.Close()

The driver gives you complete control over the caching functionality. See the help documentation for more caching commands and usage examples. See the help documentation for steps to replicate to other databases.

Other Operations

To retrieve Zoho CRM data in PowerShell, call the Fill method of the OdbcDataAdapter method. To execute data manipulation commands, initialize the OdbcCommand object and then call ExecuteNonQuery. Below are some more examples CRUD commands to Zoho CRM through the .NET Framework Provider for ODBC:

Retrieve Zoho CRM Data

$sql="SELECT Account_Name, Annual_Revenue from Accounts" $da= New-Object System.Data.Odbc.OdbcDataAdapter($sql, $conn) $dt= New-Object System.Data.DataTable $da.Fill($dt) $dt.Rows | foreach { $dt.Columns | foreach ($col in dt{ Write-Host $1[$_] } }

Update Zoho CRM Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("UPDATE Accounts SET Industry='Data/Telecom OEM' WHERE Id = @myId", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()

Insert Zoho CRM Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("INSERT INTO Accounts SET Industry='Data/Telecom OEM' WHERE Id = @myId", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()

Delete Zoho CRM Data

$cmd = New-Object System.Data.Odbc.OdbcCommand("DELETE FROM Accounts WHERE Id = @myid", $conn) $cmd.Parameters.Add(new System.Data.Odbc.OdbcParameter("myId","001d000000YBRseAAH") $cmd.ExecuteNonQuery()