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Create an RPA Flow that Connects to Zoho CRM Data in UiPath Studio

Use the Zoho CRM ODBC Driver to create workflows that access real-time Zoho CRM data without any coding.

UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for Zoho CRM, users can embed Zoho CRM data in the workflow.

This article walks through using the Zoho CRM ODBC Driver in UiPath Studio to create an RPA program that accesses Zoho CRM data.

Configure the Connection to 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 UiPath Studio to Zoho CRM Data

Now you are ready to use Zoho CRM data ODBC DSN in UiPath Studio with the following steps.

  1. From the Start page, click Blank to create a New Project.
  2. Click Manage Packages then search for and install UiPath.Database.Activities.
  3. Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
  4. Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
  5. Double-click the Connect activity and configure the Connection.
    1. Click the Connection Wizard
    2. Select "Microsoft ODBC Data Source"
    3. In Connection Properties, select your DSN (CData ZohoCRM Source) and click OK
  6. To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.

Create an Execute Query Activity

With the connection configured, we are ready to query Zoho CRM data in our RPA.

  1. From the Activities navigation, select Execute Query and drop it on the Flowchart.
  2. Double-click the Execute Query activity and set the properties as follows:
    • ExistingDbConnection: Your Connection variable
    • Sql: SELECT statement like SELECT Account_Name, Annual_Revenue FROM Accounts
    • DataTable: Create and use a variable with the Type System.Data.DataTable

Create Write CSV Activity

With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the Zoho CRM data.

  1. From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
  2. Double-click the Write CSV activity and set the properties as follows:
    • FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
    • DataTable: Set to the DataTable variable you created earlier

Connect the Activities and Run the Flowchart

If they are not already connected, connect each Activity that you created to complete the RPA project for extracting Zoho CRM data and exporting it to CSV.

Click Run to extract Zoho CRM data and create a CSV file.

In this article, we used the CData ODBC Driver for Zoho CRM to create an automation flow that accesses Zoho CRM data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live Zoho CRM data in UiPath Studio today!