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Use the CData ODBC Driver for Zoho CRM in SAS JMP

You can use the CData ODBC Driver to integrate Zoho CRM data into the statistical analysis tools available in SAS JMP. This article shows how to use Zoho CRM data in the Graph Builder and Query Builder.

You can use the CData ODBC Driver for Zoho CRM to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Zoho CRM API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Zoho CRM API supports bidirectional access. This article shows how to access Zoho CRM data into a report and create data visualization. It also shows how to use SQL to query and manipulate Zoho CRM data from the JMP Query Builder.

Access Zoho CRM Data 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.

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.

Import Zoho CRM Data with the Query Builder

After you have created the Zoho CRM DSN, you can use SQL to invoke the capabilities of the Zoho CRM API. Follow the steps below to execute some supported queries in the Query Builder:

  1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
  2. Click New Connection.
  3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
  4. In the Available Tables section, select a table and click Primary.
  5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
  6. Click Run Query to display the data.
  7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Zoho CRM Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData ZohoCRM Source;", "INSERT INTO Accounts (Industry) VALUES ('Data/Telecom OEM');");

Visualize Zoho CRM Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

  1. Drag a dimension column onto the x axis. For example, Account_Name.
  2. Drag a measure column onto the y axis. For example, Annual_Revenue.
  3. Select a chart type. For example, a bar chart.