Zoho CRM ODBC Driver

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 ODBC without coding. We will use high-performance Zoho CRM Connector to easily connect to Zoho CRM and then access the data inside ODBC.

Let's follow the steps below to see how we can accomplish that!

Download Documentation

Zoho CRM ODBC Driver 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.

Connect to Zoho CRM in other apps

Connect to Zoho CRM in SSIS

Connect to Zoho CRM in SQL Server

Connect to Zoho CRM in Power BI

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Connect to Zoho CRM in Informatica

Connect to Zoho CRM in MS Access

Connect to Zoho CRM in MS Excel

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Connect to Zoho CRM in C#

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Connect to Zoho CRM in Azure Data Factory (Pipeline)

Connect to Zoho CRM in Azure Data Factory (SSIS)

Connect to Zoho CRM in Talend Studio

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Connect to Zoho CRM in PowerShell

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

Step-by-step instructions

To get data from Zoho CRM using ODBC 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 ODBC. Perform these steps:

Download and install ODBC PowerPack.
Open ODBC Data Sources (x64):
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.
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 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)

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/[$Version$]

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

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
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 ODBC 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.
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 ODBC:
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).
Click OK to finish creating the data source.