SSRS Zoho CRM Connector In this article you will learn how to integrate Zoho CRM data to SSRS without coding in just a few clicks (live / bi-directional connection to 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.. Using Zoho CRM Connector you will be able to connect, read, and write data from within SSRS. Follow the steps below to see how we would accomplish that. Download  Help File  Buy  Driver mentioned in this article is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

See also Connect Zoho CRM in SSIS Connect Zoho CRM in SQL Server Connect Zoho CRM in Power BI Connect Zoho CRM in Informatica Connect Zoho CRM in MS Access Connect Zoho CRM in MS Excel Connect Zoho CRM in SSAS Connect Zoho CRM in C# Connect Zoho CRM in Python Connect Zoho CRM in JAVA Connect Zoho CRM in Tableau Connect Zoho CRM in SAP Crystal Reports Connect Zoho CRM in Azure Data Factory (ADF) Connect Zoho CRM in ODBC

Video Tutorial - Integrate Zoho CRM data in SSRS

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

• How to download / install required driver for Zoho CRM integration in SSRS
• How to configure connection for Zoho CRM
• Features about API Driver (Authentication / Query Language / Examples / Driver UI)
• Using Zoho CRM Connection in SSRS

Create Data Source in ZappySys Data Gateway based on ZappySys API Driver

1. Download and install ZappySys 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 [Read more..]

   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)

   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/v2

   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...
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

7. 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:
   

8. Click OK to finish creating the data source.

Read data in SSRS from ZappySys Data Gateway

1. Open Visual Studio and create a new SSRS project
2. Then add a new Shared Data Source (you can create a non-shared data source inside report too):
3. Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further:
4. Once a window opens, configure it similarly. Configure "ZohoCrmDSN" as database name. Finally, hit Test Connection and OK:
   ZohoCrmDSN

   
5. Another window opens, and it should look similarly to this one below which ends the creation of a Data Source:
6. Now it's time to create a Dataset. If you don't have a report created, in one of the wizard's steps it will look like this:
7. If you did not follow through report's creation wizard and already had report created, you can simply add a new dataset:
8. Finally, once you complete the report, similar results show up:

Passing Parameters to SSRS Report / Filter data

If you want to parameterized your report then refer to this article

Create Custom Store 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 Store 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 Store Procedure and write the your desired store procedure and Save it and it will create the custom store 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 Store 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 store 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([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

   
   

6. Now go to SQL served and execute that query and it will make the API call using store 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.

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 store 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([MY_API_SERVICE], '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 store procedure and provide you the response.
   

Conclusion

In this article we discussed how to connect to Zoho CRM in SSRS and integrate data without any coding. Click here to Download Zoho CRM Connector for SSRS and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Zoho CRM Connector for SSRS Documentation 

Actions supported by Zoho CRM Connector

Zoho CRM Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.

Other App Integration scenarios for Zoho CRM

Other Connectors for SSRS

Download Zoho CRM Connector for SSRS Documentation 

Common Searches: