Work with Live ZohoDesk Data in Power Query

Power Query is a data transformation and data preparation engine. When paired with CData Connect AI, you get instant, cloud-to-cloud access to ZohoDesk data from Power Query. This article shows how to connect to Connect AI from Power Query through Microsoft Excel and get live access to ZohoDesk data for transformation and preparation.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for ZohoDesk, allowing you to easily integrate with live ZohoDesk data in Power Query — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Query and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to ZohoDesk, leveraging server-side processing to quickly return ZohoDesk data.

Configure ZohoDesk Connectivity for Power Query

Connectivity to ZohoDesk from Power Query is made possible through CData Connect AI. To work with ZohoDesk data from Power Query, we start by creating and configuring a ZohoDesk connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "ZohoDesk" from the Add Connection panel

3. Enter the necessary authentication properties to connect to ZohoDesk.

   To connect to Zoho Desk, register a Server-based Application in the Zoho Developer Console (accounts.zoho.com/developerconsole). Set the Authorized Redirect URI to https://oauth.cdata.com/oauth/. Note the Client Id and Client Secret. Then set the following:

   • OAuth Client Id: The Client Id from your Zoho Developer Console application.
   • OAuth Client Secret: The Client Secret from your Zoho Developer Console application.
   • Organization: (Optional) The Id of your Zoho Desk organization, found in the Organizations table.
   • Domain: (Optional) Your Zoho region domain — .com (default), .eu, .com.au, or .in.

   Click Sign In to complete OAuth authentication.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add ZohoDesk Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to ZohoDesk data from Power Query.

Working with Live ZohoDesk Data in Power Query

With the connection to Connect AI configured, you are ready to work with live ZohoDesk data in Power Query.

1. In Microsoft Excel, open the Power Query Editor (from the Data ribbon, click Get Data -> Launch Power Query Editor)
2. Click New Source -> SQL Server
3. In the SQL Server database modal:
   • Set Server to tds.cdata.com,14333
   • (Optional) Set Database to the name of the ZohoDesk connection (e.g. API1 )
   
4. In the SQL Server credentials modal, select "Database" and
   • Set User to your Connect AI username (e.g. [email protected] )
   • Set Password to the PAT for the above user
   
5. Click Connect
6. Select the table(s) you wish to work with in the Navigator and click "OK"

At this point, you have live access to ZohoDesk data from Power Query for transformation and preparation.

SQL Access to ZohoDesk Data

Now you have a direct connection to live ZohoDesk data from Microsoft Power Query. You can create more connections and transform and preparte your data to better drive business — all without replicating ZohoDesk data.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.