Query ZohoInvoice Data as a SQL Server Database in Node.js

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Execute SQL Server queries against ZohoInvoice data from Node.js.

You can use CData Connect AI to query ZohoInvoice data through a SQL Server interface. Follow the procedure below to create a virtual database for ZohoInvoice in Connect AI and start querying using Node.js.

CData Connect AI provides a pure MySQL, cloud-to-cloud interface for ZohoInvoice, allowing you to easily query live ZohoInvoice data in Node.js — without replicating the data to a natively supported database. As you query data in Node.js, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to ZohoInvoice, leveraging server-side processing to quickly return ZohoInvoice data.

Configure ZohoInvoice Connectivity for NodeJS

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "ZohoInvoice" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to ZohoInvoice.

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

    ZohoInvoice API Profile Settings

    Register an OAuth application in the Zoho Developer Console as a server-based application. You will receive a Client ID, Client Secret, and must configure a redirect URI.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add ZohoInvoice Connection page and update the User-based permissions. Updating 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. Creating a new PAT
  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 ZohoInvoice data from Node.js.

Query ZohoInvoice from Node.js

The following example shows how to define a connection and execute queries to ZohoInvoice with the SQL Server module. You will need the following information:

  • server: tds.cdata.com
  • port: 14333
  • user: a Connect AI user (e.g. [email protected])
  • password: the PAT for the above user
  • database: The connection you configured for ZohoInvoice (API1)

Connect to ZohoInvoice data and start executing queries with the code below:

var sql = require('mssql')
var config = {
	server: 'tds.cdata.com',
	port: 14333, 
	user: '[email protected]', //update me
	password: 'CONNECT_USER_PAT', //update me	
	options: {
		encrypt: true,
		database: 'API1'
	}
}

sql.connect(config, err => { 
    if(err){
        throw err ;
    }
    new sql.Request().query('SELECT * FROM ContactAddresses', (err, result) => {
        console.dir(result)
    })
        
});

sql.on('error', err => {
    console.log("SQL Error: " ,err);
})

Ready to get started?

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