How to read Zoho CRM data in MS SQL/SSRS/Java using ZappySys Data Gateway?

In this section we will learn how to configure and use Zoho CRM Connector in the API Driver to extract data from the Zoho CRM.

Create Data Source in ZappySys Data Gateway based on API Driver

Download and install ZappySys ODBC PowerPack.
Search for gateway in start menu and Open ZappySys Data Gateway:
Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.

ZohoCrmDSN
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

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 Help..]

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

Go to Zoho API Console
Click Add Client link
Select Server-based Applications option
Enter desired client name (Display purpose only)
Enter some URL for Company homepage
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.
Click CREATE.
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/[$Version$]

Required Parameters
Optional Parameters
ClientId	Fill in the parameter...
ClientSecret	Fill in the parameter...
Permissions	Fill in the parameter...
AccountUrl	Fill in the parameter...
RedirectUrl	Fill in the parameter...
API Version	Fill in the parameter...
RetryMode	Fill in the parameter...
RetryStatusCodeList	Fill in the parameter...
RetryCountMax	Fill in the parameter...
RetryMultiplyWaitTime	Fill in the parameter...

Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
Click OK to finish creating the data source.

Reading data from client application

Firstly, to get data from ODBC data source based on ZappySys ODBC driver, in your client application, you would need to connect to ODBC source and then from the list select the data source.
Finally, to read the data just read tables/views in your app or enter a SQL statement to extract data, e.g.:
SELECT * FROM [$parent.api_name$]

Zoho CRM Connector Examples

The ZappySys API Driver is a user-friendly interface designed to facilitate the seamless integration of various applications with the Zoho CRM API. With its intuitive design and robust functionality, the ZappySys API Driver simplifies the process of configuring specific API endpoints to efficiently read or write data from Zoho CRM.

Click here to find more Zoho CRM Connector 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.

Consume Data inside your App / Programming Language

Once you know how to load data from Zoho CRM Connector, you can click on one of the below links to learn the steps how to consume data inside your App / Programming Language from Zoho CRM Connector.

ODBC inside ETL / Reporting / BI Tools

ODBC inside Programming Languages

Key features of the ZappySys API Driver include:

The API ODBC driver facilitates the reading and writing of data from numerous popular online services (refer to the complete list here) using familiar SQL language without learning complexity of REST API calls. The driver allows querying nested structure and output as a flat table. You can also create your own ODBC / Data Gateway API connector file and use it with this driver.

Intuitive Configuration: The interface is designed to be user-friendly, enabling users to easily set up the specific API endpoints within Zoho CRM without requiring extensive technical expertise or programming knowledge.
Customizable Endpoint Setup: Users can conveniently configure the API endpoint settings, including the HTTP request method, endpoint URL, and any necessary parameters, to precisely target the desired data within Zoho CRM.
Data Manipulation Capabilities: The ZappySys API Driver allows for seamless data retrieval and writing, enabling users to fetch data from Zoho CRM and perform various data manipulation operations as needed, all through an intuitive and straightforward interface.
Secure Authentication Integration: The driver provides secure authentication integration, allowing users to securely connect to the Zoho CRM API by inputting the necessary authentication credentials, such as API tokens or other authentication keys.
Error Handling Support: The interface is equipped with comprehensive error handling support, ensuring that any errors or exceptions encountered during the data retrieval or writing process are efficiently managed and appropriately communicated to users for prompt resolution.
Data Visualization and Reporting: The ZappySys API Driver facilitates the seamless processing and presentation of the retrieved data from Zoho CRM, enabling users to generate comprehensive reports and visualizations for further analysis and decision-making purposes.

Overall, the ZappySys API Driver serves as a powerful tool for streamlining the integration of applications with Zoho CRM, providing users with a convenient and efficient way to access and manage data, all through a user-friendly and intuitive interface.