Zoho CRM Connector for SQL Server 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 SQL Server without coding. We will use high-performance Zoho CRM Connector to easily connect to Zoho CRM and then access the data inside SQL Server. Let's follow the steps below to see how we can accomplish that! Download Documentation Zoho CRM Connector for SQL Server 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 Power BI Connect to Zoho CRM in SSRS Connect to Zoho CRM in Informatica Connect to Zoho CRM in MS Access Connect to Zoho CRM in MS Excel Connect to Zoho CRM in SSAS Connect to Zoho CRM in C# Connect to Zoho CRM in Python Connect to Zoho CRM in JAVA Connect to Zoho CRM in Tableau Connect to Zoho CRM in SAP Crystal Reports 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 Connect to Zoho CRM in UiPath Connect to Zoho CRM in PowerShell Connect to Zoho CRM in ODBC

Video Tutorial - Integrate Zoho CRM data in SQL Server

This video covers the following topics and more, so please watch carefully. After watching the video, follow the steps outlined in this article:

• How to download and install the required PowerPack for Zoho CRM integration in SQL Server
• How to configure the connection for Zoho CRM
• Features of the ZappySys API Driver (Authentication / Query Language / Examples / Driver UI)
• How to use the Zoho CRM in SQL Server

Create Data Source in ZappySys Data Gateway based on API Driver

1. Download and install ODBC PowerPack.

2. Search for gateway in start menu and Open ZappySys Data Gateway:
   

3. 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:
   

4. 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

   
   

5. 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

   

6. 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

   

7. 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

   

8. 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 SQL Server 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.

9. 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 SQL Server:

   

   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).

10. Click OK to finish creating the data source.

Read data in SQL Server using ZappySys Data Gateway

To read the data in SQL Server, the first thing you have to do is create a Linked Server:

1. First, let's open SQL Server Management Studio, create a new Linked Server, and start configuring it:

   LS_TO_ZOHO_CRM_IN_GATEWAY

   Microsoft OLE DB Driver for SQL Server

   localhost,5000

   ZohoCrmDSN

   ZohoCrmDSN

   
   Choose SQL Server Native Client 11.0 as Provider if you don't see the option shown above.

2. Then click on Security option and configure username we created in ZappySys Data Gateway in one of the previous steps:

   

3. Optional step. Under the Server Options, Enable RPC and RPC Out and Disable Promotion of Distributed Transactions(MSDTC).

   

   You need to enable RPC Out if you plan to use EXEC(...) AT [LS_TO_ZOHO_CRM_IN_GATEWAY] rather than OPENQUERY.
   If don't enabled it, you will encounter the Server 'LS_TO_ZOHO_CRM_IN_GATEWAY' is not configured for RPC error.

   Query Example:

   EXEC('SELECT * from Accounts') AT [LS_TO_ZOHO_CRM_IN_GATEWAY]

   ---

   If you plan to use 'INSERT INTO <TABLE> EXEC(...) AT [LS_TO_ZOHO_CRM_IN_GATEWAY]' in that case you need to Disable Promotion of Distributed Transactions(MSDTC).
   If don't disabled it, you will encounter the The operation could not be performed because OLE DB provider "SQLNCLI11" for linked server "MY_LINKED_SERVER_NAME" was unable to begin a distributed transaction. error.

   Query Example:

   INSERT INTO dbo.Products
   EXEC('SELECT * from Accounts') AT [LS_TO_ZOHO_CRM_IN_GATEWAY]
   

4. Finally, open a new query and execute a query we saved in one of the previous steps:
   

   SELECT * FROM OPENQUERY([LS_TO_ZOHO_CRM_IN_GATEWAY], 'SELECT * from Accounts')

   

   SELECT * FROM OPENQUERY([LS_TO_ZOHO_CRM_IN_GATEWAY], 'SELECT * from Accounts')

Create Linked Server using Code

USE [master]
GO
--///////////////////////////////////////////////////////////////////////////////////////
--Run below code in SSMS to create Linked Server and use ZappySys Drivers in SQL Server
--///////////////////////////////////////////////////////////////////////////////////////

-- Replace YOUR_GATEWAY_USER, YOUR_GATEWAY_PASSWORD
-- Replace localhost with IP/Machine name if ZappySys Gateway Running on different machine other than SQL Server
-- Replace Port 5000 if you configured gateway on a different port


--1. Configure your gateway service as per this article https://zappysys.com/links?id=10036

--2. Make sure you have SQL Server Installed. You can download FREE SQL Server Express Edition from here if you dont want to buy Paid version https://www.microsoft.com/en-us/sql-server/sql-server-editions-express

--Uncomment below if you like to drop linked server if it already exists
--EXEC master.dbo.sp_dropserver @server=N'LS_TO_ZOHO_CRM_IN_GATEWAY', @droplogins='droplogins'

--3. Create new linked server

EXEC master.dbo.sp_addlinkedserver
    @server = N'LS_TO_ZOHO_CRM_IN_GATEWAY'  --Linked server name (this will be used in OPENQUERY sql
, @srvproduct=N''
---- For MSSQL 2012,2014,2016 and 2019 use below (SQL Server Native Client 11.0)---
, @provider=N'SQLNCLI11'
---- For MSSQL 2022 or higher use below (Microsoft OLE DB Driver for SQL Server)---
--, @provider=N'MSOLEDBSQL'
, @datasrc=N'localhost,5000' --//Machine / Port where Gateway service is running
, @provstr=N'Network Library=DBMSSOCN;'
, @catalog=N'ZohoCrmDSN' --Data source name you gave on Gateway service settings

--4. Attach gateway login with linked server

EXEC master.dbo.sp_addlinkedsrvlogin
@rmtsrvname=N'LS_TO_ZOHO_CRM_IN_GATEWAY'  --linked server name
, @useself=N'False'
, @locallogin=NULL
, @rmtuser=N'YOUR_GATEWAY_USER' --enter your Gateway user name
, @rmtpassword='YOUR_GATEWAY_PASSWORD'  --enter your Gateway user's password
GO

--5. Enable RPC OUT (This is Optional - Only needed if you plan to use EXEC(...) AT YourLinkedServerName rather than OPENQUERY
EXEC sp_serveroption 'LS_TO_ZOHO_CRM_IN_GATEWAY', 'rpc', true;
EXEC sp_serveroption 'LS_TO_ZOHO_CRM_IN_GATEWAY', 'rpc out', true;

--Disable MSDTC - Below needed to support INSERT INTO from EXEC AT statement
EXEC sp_serveroption 'LS_TO_ZOHO_CRM_IN_GATEWAY', 'remote proc transaction promotion', false;

--Increase query timeout if query is going to take longer than 10 mins (Default timeout is 600 seconds)
--EXEC sp_serveroption 'LS_TO_ZOHO_CRM_IN_GATEWAY', 'query timeout', 1200;
GO

Firewall settings

So far we have assumed that Gateway is running on the same machine as SQL Server. However there will be a case when ZappySys ODBC PowerPack is installed on a different machine than SQL Server. In such case you may have to perform additional Firewall configurations. On most computers firewall settings wont allow outside traffic to ZappySys Data Gateway. In such case perform following steps to allow other machines to connect to Gateway.

If you are using newer version of ZappySys Data Gateway then adding firewall rule is just a single click.

1. Search for gateway in start menu and open ZappySys Data Gateway.
2. Go to Firewall Tab and click Add Firewall Rule button like below. This will create Firewall rule to all Inbound Traffic on Port 5000 (Unless you changed it).

1. Search for Windows Firewall Advanced Security in start menu.
2. Under Inbound Rules > Right click and click [New Rule] >> Click Next
3. Select Port on Rule Type >> Click Next
4. Click on TCP and enter port number under specified local port as 5000 (use different one if you changed Default port) >> Click Next
5. Select Profile (i.e. Private, Public) >> Click Next
6. Enter Rule name [i.e. ZappySys Data Gateway – Allow Inbound ] >> Click Next
7. Click OK to save the rule

OPENQUERY vs EXEC (handling larger SQL text)

So far we have seen examples of using OPENQUERY. It allows us to send pass-through query at remote server. The biggest limitation of OPENQUERY is it doesn't allow you to use variables inside SQL so often we have to use unpleasant looking dynamic SQL (Lots of tick, tick …. and escape hell). Well there is good news. With SQL 2005 and later you can use EXEC(your_sql) AT your_linked_server syntax . Disadvantage of EXEC AT is you cannot do SELECT INTO like OPENQUERY. Also you cannot perform JOIN like below in EXEC AT

SELECT a.*
FROM OPENQUERY([LS_TO_ZOHO_CRM_IN_GATEWAY],'SELECT * FROM Customers') AS A
JOIN OPENQUERY([LS_TO_ZOHO_CRM_IN_GATEWAY],'SELECT * FROM Orders') AS B 
    ON A.CustomerId = B.CustomerId;

USE [master]
GO
--Replace YOUR_GATEWAY_USER, YOUR_GATEWAY_PASSWORD
--Replace localhost with IP/Machine name if ZappySys Gateway Running on different machine other than SQL Server

--Create new linked server
EXEC master.dbo.sp_addlinkedserver
@server = N'LS_TO_ZOHO_CRM_IN_GATEWAY'  --Linked server name (this will be used in OPENQUERY sql)
, @srvproduct=N''
---- For MSSQL 2012,2014,2016 and 2019 use below (SQL Server Native Client 11.0)---
, @provider=N'SQLNCLI11'
---- For MSSQL 2022 or higher use below (Microsoft OLE DB Driver for SQL Server)---
--, @provider=N'MSOLEDBSQL'
, @datasrc=N'localhost,5000' --//Machine / Port where Gateway service is running
, @provstr=N'Network Library=DBMSSOCN;'
, @catalog=N'ZohoCrmDSN' --Data source name you gave on Gateway service settings

--Attach gateway login with linked server
EXEC master.dbo.sp_addlinkedsrvlogin
@rmtsrvname=N'LS_TO_ZOHO_CRM_IN_GATEWAY'  --linked server name
, @useself=N'False'
, @locallogin=NULL
, @rmtuser=N'YOUR_GATEWAY_USER' --enter your Gateway user name
, @rmtpassword='YOUR_GATEWAY_PASSWORD'  --enter your Gateway user's password
GO

--5. Enable RPC OUT (This is Optional - Only needed if you plan to use EXEC(...) AT YourLinkedServerName rather than OPENQUERY
EXEC sp_serveroption 'LS_TO_ZOHO_CRM_IN_GATEWAY', 'rpc', true;
EXEC sp_serveroption 'LS_TO_ZOHO_CRM_IN_GATEWAY', 'rpc out', true;
--Disable MSDTC - Below needed to support INSERT INTO from EXEC AT statement
EXEC sp_serveroption 'LS_TO_ZOHO_CRM_IN_GATEWAY', 'remote proc transaction promotion', false;
--Increase query timeout if query is going to take longer than 10 mins (Default timeout is 600 seconds)
--EXEC sp_serveroption 'LS_TO_ZOHO_CRM_IN_GATEWAY', 'query timeout', 1200;
GO

Fetching Tables / Columns using metadata stored procs

EXEC [LS_TO_ZOHO_CRM_IN_GATEWAY].[ZohoCrmDSN].[DATA].sp_tables

EXEC [LS_TO_ZOHO_CRM_IN_GATEWAY].[ZohoCrmDSN].[DATA].sp_columns_90 N'your-table-name'

-- List all tables
EXEC [LS_TO_ZOHO_CRM_IN_GATEWAY].[ZohoCrmDSN].[DATA].sp_tables

-- List all columns and its type for specified table
EXEC [LS_TO_ZOHO_CRM_IN_GATEWAY].[ZohoCrmDSN].[DATA].sp_columns_90 N'Account'

Known Issues

Let's explore some common problems that can occur when using OPENQUERY or Data Gateway connectivity.

SQL Native Client 11.0 not visible in the Providers dropdown (Linked Server Creation)

If you are following some screenshots / steps from our article it might say use SQL Native Client to create Linked Server to ZappySys Gateway but for some users they dont see that driver entry in the dropdown. This is due to the fact that Microsoft has deprecated SQL Native Client OLEDB Driver (SQLNCLI and SQLNCLI11) going forward after SQL 2022. So you need to use [Microsoft OLE DB Driver for SQL Server] instead (MSOLEDBSQL). Please follow all other instructions except the driver type selection, use new suggested driver instead if you dont see SQL Native Client.

Error: The data is invalid

There will be a time when, you may encounter unexpected errors like the ones listed below. These can include:

OLE DB provider "SQLNCLI11" for linked server "Zs_Csv" returned message "Deferred prepare could not be completed.".
OLE DB provider "SQLNCLI11" for linked server "Zs_Csv" returned message "Communication link failure".
Msg 13, Level 16, State 1, Line 0

Session Provider: The data is invalid.

There are few reasons for such error but below are two main reasons

• If the query length exceeds 2000 characters, as shown below, you might encounter this error.

  SELECT * FROM OPENQUERY(LS, '--some really long text more than 2000 chars--')

• If a query contains multiple OPENQUERY statements for JOINs or UNIONs, as shown below, it might fail due to a MARS compatibility issue where the gateway doesn't support parallel queries on a single connection.

  SELECT a.id, b.name from OPENQUERY(LS, 'select * from tbl1') a join OPENQUERY(LS, 'select * from tbl2') b on a.id=b.id

There are few ways to fix above error based on reason why you getting this error (i.e. Query Length issue OR JOIN/UNION in the same statement)

• If your query has long SQL (more than 2000 chars ) then reduce SQL length using different techniques
  • e.g. use SELECT * FROM MyTable rather than SELECT col1,col2… FROM MyTable
  • Use Meta Option in WITH clause if you must use column name. (e.g. SELECT * FROM MyTable WITH(META=’c:\meta.txt’) this way you can define column in Meta file rather than SELECT query. Check this article
  • Consider using EXECT (….) AT [Linked_Server_name] option rather than OPENQUERY so you can use very long SQL (See next section on EXEC..AT usecase)
  • Consider using Virtual Table / Stored Proc to wrap long SQL so your call is very small (where usp_GetOrdersByYear is custom proc created on ZappySys Driver UI)
    

    SELECT * FROM OPENQUERY(LS, 'EXEC usp_GetOrdersByYear 2021')

• If your query uses JOIN  / UNION with multiple OPENQUERY in same SQL then use multiple Linked servers (one for each OPENQUERY clause) as below.
  

  select a.id, b.name from OPENQUERY(LS_1, 'select * from tbl1') a join OPENQUERY(LS_2, 'select * from tbl2') b on a.id=b.id

Error: Unable to begin a distributed transaction (When INSERT + EXEC used)

If you try to use the EXEC statement to insert data into a table, as shown below, you might encounter the following error unless the MSDTC option is turned off.

INSERT INTO MyTable EXEC('select * from tbl') AT MyLinkedServer

"Protocol error in TDS stream"
The operation could not be performed because OLE DB provider "SQLNCLI11" for linked server "ls_Json2" was unable to begin a distributed transaction.
--OR--
The operation could not be performed because OLE DB provider "MSOLEDBSQL" for linked server "ls_Json" was unable to begin a distributed transaction.

Solution:
Method-1: Go to linked server properties | Server Options | Enable Promotion of Distributed Transaction | Change to false (Default is true)
Now your try your INSERT with EXEC AT and it should work

Method-2: Run the below command if you dont want to use UI

EXEC master.dbo.sp_serveroption @server=N'My_Linked_Server', @optname=N'remote proc transaction promotion', @optvalue=N'false'

Error: Cannot use OPENQUERY with JOIN / UNION

When you perform a JOIN or UNION ALL on the same Linked Server, it may fail to process sometimes because the Data Gateway doesn't support parallel query requests on the same connection. A workaround for that would be to create multiple linked servers for the same data source. Refer to the section above for the same workaround.

Error: Truncation errors due to data length mismatch

Many times, you may encounter truncation errors if a table column's length is less than the actual column size from the query column. To solve this issue, use the new version of Data Gateway and check the 'Use nvarchar(max) for string options' option found on the General Tab.

Performance Tips

Now, let's look at a few performance tips in this section.

Use INSERT INTO rather than SELECT INTO to avoid extra META request

We discussed some Pros and Cons of OPENQUERY vs EXEC (…) AT in previous section. One obvious advantage of EXEC (….) AT is it reduces number of requests to driver (It sends pass through query). With EXEC you cannot load data dynamically like SELECT INTO tmp FROM OPENQUERY. Table must exist before hand if you use EXEC.

INSERT INTO tmp_API_Report_Load(col1,col2)
EXEC('select col1,col2 from some_api_table') AT [API-LINKED-SERVER]
--OR--
INSERT INTO tmp_API_Report_Load(col1,col2)
select col1,col2 from OPENQUERY([API-LINKED-SERVER], 'select col1,col2 from some_api_table')

The advantage of this method is that your query speed will increase because the system only calls the API once when you use EXEC AT. In contrast, with OPENROWSET, the query needs to be called twice: once to obtain metadata and once to retrieve the data.

Use Cached Metadata if possible

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 SQL Server 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 SQL Server 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 SQL Server 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 SQL Server Documentation

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