Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

Free Trial

Import Zoho Inventory Data into the Power BI Service for Visualizations



Use CData Connect Cloud to connect to Zoho Inventory and provide access to live Zoho Inventory data for custom reports in the Power BI Service.

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Zoho Inventory data for visualizations, dashboards, and more. This article shows how to connect to Zoho Inventory in CData Connect Cloud, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Zoho Inventory data in the Power BI service.

Configure Zoho Inventory Connectivity for Power BI Service

Connectivity to Zoho Inventory from Power BI Service is made possible through CData Connect Cloud. To work with Zoho Inventory data from Power BI Service, we start by creating and configuring a Zoho Inventory connection.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Zoho Inventory through Connect Cloud.

  1. Navigate to the Users page and click Invite Users
  2. Enter the new user's email address and click Send to invite the user
  3. You can review and edit users from the Users page

Connect to Zoho Inventory from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Zoho Inventory" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Zoho Inventory.

    In order to connect to Zoho Inventory, set the following connection properties:

    • OrganizationId: set this to the ID associated with your specific Zoho Inventory organization
    • InitiateOAuth: set the to "GETANDREFRESH"
    • AccountsServer (Optional): set this full Account Server URL (only when manually refreshing the OAuth token)

    The connectors use OAuth to authenticate with Zoho Inventory. For more information, refer to the Getting Started section of the Help documentation.

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

With the connection configured, you are ready to connect to Zoho Inventory data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Zoho Inventory in Connect Cloud, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

  1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect Cloud account
  3. After signing in, click "Connect"
  4. Select tables in the Navigator dialog
  5. Click Load to establish the connection to your Zoho Inventory data from Power BI

  6. Define any relationships between the selected entities on the Relationships tab.
  7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Zoho Inventory Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

  1. Log in to PowerBI.com.
  2. Click Workspaces and select a workspace.
  3. Click Create and select Report.
  4. Select the published dataset for the report.
  5. Choose fields and visualizations to add to your report.

Live Access to Zoho Inventory Data from Cloud Applications

Now you have a direct connection to live Zoho Inventory data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Zoho Inventory data.

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.