PowerShell Scripting to Replicate Zoho CRM Data to MySQL

The CData Cmdlets for Zoho CRM offer live access to Zoho CRM data from within PowerShell. Using PowerShell scripts, you can easily automate regular tasks like data replication. This article will walk through using the CData Cmdlets for Zoho CRM and the CData Cmdlets for MySQL in PowerShell to replicate Zoho CRM data to a MySQL database.

After obtaining the needed connection properties, accessing Zoho CRM data in PowerShell and preparing for replication consists of four basic steps.

The connector is already registered with Zoho CRM as an OAuth application. As such, OAuth Credentials are embedded by default. If you would prefer to use your own custom OAuth app, see the Custom Credentials section in the Help documentation.

Collecting Zoho CRM Data

1. Install the module:

   Install-Module ZohoCRMCmdlets

2. Connect to Zoho CRM:

   $zohocrm = Connect-Zoho

3. Retrieve the data from a specific resource:

   $data = Select-Zoho -Connection $zohocrm -Table "Accounts"

   You can also use the Invoke-Zoho cmdlet to execute pure SQL-92 statements:

   $data = Invoke-Zoho -Connection $zohocrm -Query 'SELECT * FROM Accounts WHERE Industry = @Industry' -Params @{'@Industry'='Data/Telecom OEM'}

4. Save a list of the column names from the returned data.

   $columns = ($data | Get-Member -MemberType NoteProperty | Select-Object -Property Name).Name

Inserting Zoho CRM Data into the MySQL Database

With the data and column names collected, you are ready to replicate the data into a MySQL database.

1. Install the module:

   Install-Module MySQLCmdlets

2. Connect to MySQL, using the server address and port of the MySQL server, valid user credentials, and a specific database with the table in which the data will be replicated:

   $mysql = Connect-MySQL -User $User -Password $Password -Database $Database -Server $Server -Port $Port

3. Loop through the Zoho CRM data, store the values, and use the Add-MySQL cmdlet to insert the data into the MySQL database, one row at a time. In this example, the table will need to have the same name as the Zoho CRM resource (Accounts) and to exist in the database.

   $data | % { $row = $_ $values = @() $columns | % { $col = $_ $values += $row.$($col) } Add-MySQL -Connection $mysql -Table "Accounts" -Columns $columns -Values $values }

You have now replicated your Zoho CRM data to a MySQL database. This gives you freedom to work with Zoho CRM data in the same way that you work with other MySQL tables, whether that is performing analytics, building reports, or other business functions.

Notes

• Once you have connected to Zoho CRM and MySQL in PowerShell, you can pipe command results to perform the replication in a single line:

  Select-Zoho -Connection $zohocrm -Table "Accounts" | % { $row = $_ $values = @() $columns | % { $col = $_ $values += $row.$($col) } Add-MySQL -Connection $mysql -Table "Accounts" -Columns $columns -Values $values }

• If you wish to replicate the Zoho CRM data to another database using another PowerShell module, you will want to exclude the Columns, Connection, and Table columns from the data returned by the Select-Zoho cmdlet since those columns are used to help pipe data from one CData cmdlet to another:

  $columns = ($data | Get-Member -MemberType NoteProperty | Select-Object -Property Name).Name | ? {$_ -NotIn @('Columns','Connection','Table')}