Zoho CRM Connector for Talend Studio

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

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

Download Documentation

Zoho CRM Connector for Talend Studio 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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Connect to Zoho CRM in ODBC

Create Data Source in ZappySys Data Gateway based on API Driver

Download and install 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 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 Talend Studio 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 Talend Studio:
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.
Most Important Step: Now, After creating or modifying a data source in ZappySys Data Gateway, make sure to click the SAVE button to preserve your changes.
Then, RESTART the Data Gateway service to ensure all changes are properly applied.

Skipping either step may result in the new settings not taking effect.

Read Zoho CRM data in Talend Studio

To read Zoho CRM data in Talend Studio, we'll need to complete several steps. Let's get through them all right away!

This article is compatible with Talend Open Studio (a free version, currently retired by Qlik). If you don't have it, you can still purchase a shareware version of Talend Studio from Qlik.

Create connection for input

First of all, open Talend Studio
Create a new connection:
Select Microsoft SQL Server connection:
Name your connection:
Fill-in connection parameters and then click Test connection:

ZohoCrmDSN
If the List of modules not installed for this operation window shows up, then download and install all of them:
Review and accept all additional module license agreements during the process
Finally, you should see a successful connection test result at the end:

Add input

Once we have a connection to ZappySys Data Gateway created, we can proceed by creating a job:
Simply drag and drop ZappySys Data Gateway connection onto the job:
Then create an input based on ZappySys Data Gateway connection:
Continue by configuring a SQL query and click Guess schema button:
Finish by configuring the schema, for example: