Zoho CRM Connector for Azure Data Factory (Pipeline) Zoho CRM Connector can be used to integrate Zoho CRM API in your App / BI Tools. You can exchange data on Accounts, Leads, Contacts and many other modules. In this article you will learn how to quickly and efficiently integrate Zoho CRM data in Azure Data Factory (Pipeline) without coding. We will use high-performance Zoho CRM Connector to easily connect to Zoho CRM and then access the data inside Azure Data Factory (Pipeline). Let's follow the steps below to see how we can accomplish that! Download Documentation Zoho CRM Connector for Azure Data Factory (Pipeline) is based on ZappySys API Driver which is part of ODBC PowerPack. It is a collection of high-performance ODBC drivers that enable you to integrate data in SQL Server, SSIS, a programming language, or any other ODBC-compatible application. ODBC PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few.

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Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Zoho CRM using Azure Data Factory (Pipeline) we first need to create a DSN (Data Source) which will access data from Zoho CRM. We will later be able to read data using Azure Data Factory (Pipeline). Perform these steps:

1. Download and install ODBC PowerPack.

2. Open ODBC Data Sources (x64):

   

3. Create a User data source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
   • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
   Azure Data Factory (Pipeline) uses a Service Account, when a solution is deployed to production environment, therefore for production environment you have to create and use a System DSN.

4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Zoho CRM" from the list of Popular Connectors. If "Zoho CRM" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

   ZohoCrmDSN

   Zoho CRM

   

5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

    OAuth [OAuth]

   OAuth Connection for Zoho CRM API [API reference]

   Steps how to get and use Zoho CRM credentials : OAuth [OAuth]
   To register custom App, perform the following steps (Detailed steps found in the help link at the end)

   1. Go to Zoho API Console
   2. Click Add Client link
   3. Select Server-based Applications option
   4. Enter desired client name (Display purpose only)
   5. Enter some URL for Company homepage
   6. For Authorized Redirect URI enter https://zappysys.com/oauth (Or enter your own but we recommend using ZappySys one if possible). This URL must match on Zoho Connector UI.
   7. Click CREATE.
   8. Copy Client ID and Secret and paste on Zoho Connector UI.

   Fill in all required parameters and set optional parameters if needed:

   ZohoCrmDSN

   Zoho CRM

   OAuth [OAuth]

   https://www.zohoapis.com/crm/[$Version$]

   Optional Parameters
   ClientId
   ClientSecret
   Permissions	ZohoCRM.settings.all ZohoCRM.modules.all ZohoCRM.coql.READ
   AccountUrl	https://accounts.zoho.com
   RedirectUrl	https://zappysys.com/oauth
   API Version	v2
   RetryMode	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

6. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

   

   ZappySys API Driver - Zoho CRM

   Zoho CRM Connector can be used to integrate Zoho CRM API in your App / BI Tools. You can exchange data on Accounts, Leads, Contacts and many other modules.

   ZohoCrmDSN

   

7. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in Azure Data Factory (Pipeline) to retrieve data from Zoho CRM. Hit OK button to use this query in the next step.

   SELECT * from Accounts

   
   Some parameters configured in this window will be passed to the Zoho CRM API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.

8. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in Azure Data Factory (Pipeline):

   

   ZappySys API Driver - Zoho CRM

   Zoho CRM Connector can be used to integrate Zoho CRM API in your App / BI Tools. You can exchange data on Accounts, Leads, Contacts and many other modules.

   ZohoCrmDSN

   SELECT * from Accounts

   
   You can also access data quickly from the tables dropdown by selecting <Select table>.
   A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Zoho CRM API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Zoho CRM servers).

9. Click OK to finish creating the data source.

Video Tutorial

Read data in Azure Data Factory (ADF) from ODBC datasource (Zoho CRM)

1. To start press New button:

   

2. Select "Azure, Self-Hosted" option:

   

3. Select "Self-Hosted" option:

   

4. Set a name, we will use "OnPremisesRuntime":

   

5. Download and install Microsoft Integration Runtime.

6. Launch Integration Runtime and copy/paste Authentication Key from Integration Runtime configuration in Azure Portal:

   

7. After finishing registering the Integration Runtime node, you should see a similar view:

   

8. Go back to Azure Portal and finish adding new Integration Runtime. You should see it was successfully added:

   

9. Go to Linked services section and create a new Linked service based on ODBC:

   

10. Select "ODBC" service:

    

11. Configure new ODBC service. Use the same DSN name we used in the previous step and copy it to Connection string box:

    ZohoCrmDSN

    DSN=ZohoCrmDSN

    

12. For created ODBC service create ODBC-based dataset:

    

13. Go to your pipeline and add Copy data connector into the flow. In Source section use OdbcDataset we created as a source dataset:

    

14. Then go to Sink section and select a destination/sink dataset. In this example we use precreated AzureBlobStorageDataset which saves data into an Azure Blob:

    

15. Finally, run the pipeline and see data being transferred from OdbcDataset to your destination dataset:

    

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
   

2. Enter the desired Procedure name and click on OK:
   

3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
   Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
   

   CREATE PROCEDURE [usp_get_orders]
       @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
    AS
       SELECT * FROM Orders where OrderDate >= '<@fromdate>';
   

   
   

4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
   

   Exec usp_get_orders '1996-01-01';

   
   

5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([LS_TO_ZOHO_CRM_IN_GATEWAY], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

   
   

6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
   

2. Enter the desired Table name and click on OK:
   

3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
   Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
   

   SELECT
     "ShipCountry",
     "OrderID",
     "CustomerID",
     "EmployeeID",
     "OrderDate",
     "RequiredDate",
     "ShippedDate",
     "ShipVia",
     "Freight",
     "ShipName",
     "ShipAddress",
     "ShipCity",
     "ShipRegion",
     "ShipPostalCode"
   FROM "Orders"
   Where "ShipCountry"='USA'

   
   

5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
   

   SELECT * FROM "vt__usa_orders_only"

   
   

6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([LS_TO_ZOHO_CRM_IN_GATEWAY], 'EXEC [usp_get_orders] ''1996-01-01''')

   
   

7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Actions supported by Zoho CRM Connector

Zoho CRM Connector Examples for Azure Data Factory (Pipeline) Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

SELECT * from Accounts

UPDATE Accounts 
SET Owner='{email: "bob-the-salesman@abc.com"}'
--SET Owner='{id: "1558554000186378001"}' --you can also use Id
Where Id='1558554000137221573'

UPDATE Deals 
SET Account_Name='{"name": "Company ABCD"}',    --by name or id 
    Contact_Name='{"id": "1558554000186378001"}'  --by id 
Where Id='1558554000137221573'

INSERT INTO Deals(
	Deal_name,
	Amount,
	Lead_Source,
	Account_Name,
	Contact_Name,
	Owner
	)
VALUES
   (
   'My Test Deal Creatyed on <<FUN_NOW>>', --deal name
   1000.50, --amount
   'Cold Call', --lead source
   '{name:"ZappySys"}', --account name or use id '{id:"1558554000030180013"}'
   '{id:"1558554000089352998"}' --contact id 
   '{id:"1558554000089352912"}' --owner id or use email {email: "bob-the-salesman@abc.com"}
   )

SELECT * from Accounts Where Id=1558554000105110008

SELECT * from Accounts WITH(ModifiedSince = '2020-01-07T00:00:00')

SELECT * from get_module_data_coql WITH(sql_query= 'select Last_Name, First_Name, Company from Leads where Company like ''Test'' limit 200')

Update Leads SET Designation='VP Sales', Company='Test' Where id=1558554000012181009

Update Leads SET id='1558554000012181009' /* id must be supplied */, Designation='VP Sales', Company='Test'

SELECT * from Accounts Where Account_Name LIKE 'Test%' WITH(ModifiedSince = '2020-01-07T00:00:00')

SELECT * FROM search_Accounts WITH(criteria='Account_Name:starts_with:test')

INSERT INTO Accounts(Account_Name, Phone) VALUES('Company ABC','111-567-8888')

INSERT INTO Accounts(Account_Name, Phone) VALUES('Company ABC','111-567-8888') WITH(Output=1)

DELETE FROM Accounts WHERE id=11111111111

DELETE FROM Accounts WITH(Id='11111,22222,33333')

UPSERT INTO Accounts(Account_Name, Phone) VALUES('Company ABC','111-567-8888') WITH(Output=1)

UPSERT INTO Leads(Last_Name, Email) VALUES('Patel','zpatel@abc.com') WITH(Output=1)

INSERT INTO Accounts
SOURCE(
  'MSSQL' --ODBC or OLEDB
  ,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
  ,'select ''Test Account-A'' as Account_Name,''111-111-1111'' as Phone
    UNION
    select ''Test Account-B'' as Account_Name,''222-222-2222'' as Phone
   '
)

UPSERT INTO Accounts
SOURCE(
  'MSSQL' --ODBC or OLEDB
  ,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
  ,'select ''Test Account-A'' as Account_Name,''111-111-1111'' as Phone
    UNION
    select ''Test Account-B'' as Account_Name,''222-222-2222'' as Phone
   '
)

SELECT * FROM post_tags
WITH(
	  module='Accounts'
	, ids='1558554000105151002'
	, tag_names='mytag1,mytag2'
  , over_write='true'
)

Conclusion

In this article we showed you how to connect to Zoho CRM in Azure Data Factory (Pipeline) and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to Zoho CRM, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Zoho CRM Connector for Azure Data Factory (Pipeline) and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Zoho CRM Connector for Azure Data Factory (Pipeline) Documentation

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