Create Apps from Zoho Inventory Data in Qlik Sense Cloud



Use CData Connect Cloud to connect to Zoho Inventory Data and build apps from live Zoho Inventory data in Qlik Sense Cloud.

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect Cloud creates a live connection to Zoho Inventory. By pairing Qlik Sense Cloud with CData Connect Cloud, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Cloud from Qlik Sense Cloud and get instant, live access to your Zoho Inventory data.

In this article, we walk through two connections:

  1. Connecting to Zoho Inventory in Connect Cloud
  2. Connecting to Connect Cloud from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Zoho Inventory Connectivity for Qlik Cloud

Connectivity to Zoho Inventory from Qlik Cloud is made possible through CData Connect Cloud. To work with Zoho Inventory data from Qlik Cloud, 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

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication to the CData Connect Cloud OData service. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your 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.

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 to Zoho Inventory configured, you are ready to connect to Zoho Inventory data from Qlik Sense Cloud.

Create a Qlik Sense App from Zoho Inventory Data

This section walks through adding Zoho Inventory data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources
  5. Select the Microsoft SQL Server connector and set the configuration properties.
    • Set Server to tds.cdata.com
    • Set Port to 14333
    • Set Database to the connection you created (e.g. ZohoInventory1)
    • Set User name to the Connect Cloud user (e.g. [email protected])
    • Set Password to the PAT for the above user
  6. Select an owner for the connection
  7. Select a Zoho Inventory entity (Table) to view
  8. Click Next, configure the model, and load the data into Qlik Sense.

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your Zoho Inventory data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Zoho Inventory data. For more information on creating OData feeds from Zoho Inventory (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Zoho Inventory data in Qlik Sense Cloud.

Ready to get started?

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

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