Automate ZohoExpense Integration Tasks from PowerShell

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Are you in search of a quick and easy way to access ZohoExpense data from PowerShell? This article demonstrates how to utilize the ZohoExpense Cmdlets for tasks like connecting to ZohoExpense data, automating operations, downloading data, and more.

The CData API Driver for ADO.NET is a standard ADO.NET Provider that make it easy to accomplish data cleansing, normalization, backup, and other integration tasks by enabling real-time access to ZohoExpense.

ADO.NET Provider

The ADO.NET Provider provides a SQL interface for ZohoExpense; this tutorial shows how to use the Provider to retrieve ZohoExpense data.

Once you have acquired the necessary connection properties, accessing ZohoExpense data in PowerShell can be enabled in three steps.

Start by setting the Profile connection property to the location of the ZohoExpense Profile on disk (e.g. C:\profiles\ZohoExpense.apip). Next, set the ProfileSettings connection property to the connection string for ZohoExpense (see below).

ZohoExpense API Profile Settings

Register an OAuth application in the Zoho Developer Console to obtain your Client ID and Client Secret.

  1. Load the provider's assembly:

    [Reflection.Assembly]::LoadFile("C:\Program Files\CData\CData API Driver for ADO.NET\lib\System.Data.CData.API.dll")
        
  2. Connect to ZohoExpense:

     
    $conn= New-Object System.Data.CData.API.APIConnection("Profile=C:\profiles\ZohoExpense.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;")
    $conn.Open()
    
  3. Instantiate the APIDataAdapter, execute an SQL query, and output the results:

    $sql="SELECT Id, CurrencyName from Currencies"
    
    $da= New-Object System.Data.CData.API.APIDataAdapter($sql, $conn)
    $dt= New-Object System.Data.DataTable
    $da.Fill($dt)
    
    $dt.Rows | foreach {
    	Write-Host $_.id $_.currencyname
    }
      

Ready to get started?

Connect to live data from ZohoExpense with the API Driver

Connect to ZohoExpense