Analyze Zoho CRM Data in R

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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.



Create data visualizations and use high-performance statistical functions to analyze Zoho CRM data in Microsoft R Open.

Access Zoho CRM data with pure R script and standard SQL. You can use the CData ODBC Driver for Zoho CRM and the RODBC package to work with remote Zoho CRM data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Zoho CRM data and visualize Zoho CRM data in R.

Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

Connect to Zoho CRM as an ODBC Data Source

Information for connecting to Zoho CRM follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Zoho CRM in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData ZohoCRM Source] Driver = CData ODBC Driver for Zoho CRM Description = My Description AuthToken = 2ad3b3e719f6bed7368e5e7e26e4f988

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint) checkpoint("2016-01-01")

Connect to Zoho CRM Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData ZohoCRM Source")

Schema Discovery

The driver models Zoho CRM APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Zoho CRM API.

accounts <- sqlQuery(conn, "SELECT Account_Name, Annual_Revenue FROM Accounts", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(accounts)

Plot Zoho CRM Data

You can now analyze Zoho CRM data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2)) barplot(accounts$Annual_Revenue, main="Zoho CRM Accounts", names.arg = accounts$Account_Name, horiz=TRUE)