How to integrate Zoho CRM using Talend Studio

Learn how to quickly and efficiently connect Zoho CRM with Talend Studio for smooth data access.

Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals — almost no coding required. You can do it all using the high-performance Zoho CRM ODBC Driver for Talend Studio (often referred to as the Zoho CRM Connector). We'll walk you through the entire setup.

Ready to dive in? Download the product to jump right in, or follow the step-by-step guide below to see how it works.

Zoho CRM ODBC Driver Powering this integration

High performance
Bidirectional
Low-code / No-code
Easy to use

Built on the ZappySys API Driver, the Zoho CRM ODBC Driver is a high-performance, low-code / no-code solution. It enables you to connect to Zoho CRM data without any coding right in your SQL Server, or any ODBC/JDBC application. Part of the ODBC PowerPack.

Documentation

Create data source in ZappySys Data Gateway

In this section we will create a data source for Zoho CRM in the Data Gateway. Let's follow these steps to accomplish that:

Download and install ODBC PowerPack (if you haven't already).
Search for gateway in the Windows Start Menu and open ZappySys Data Gateway Configuration:
Go to the Users tab and follow these steps to add a Data Gateway user:
- Click the Add button
- In the Login field enter a username, e.g., john
- Then enter a Password
- Check the Is Administrator checkbox
- Click OK to save
Now we are ready to add a data source:
- Click the Add button
- Give the Data source a name (have it handy for later)
- Then select Native - ZappySys API Driver
- Finally, click OK
ZohoCrmDSN

ZappySys API Driver
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

Zoho CRM authentication

OAuth Connection for Zoho CRM API [API reference]

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.

API Connection Manager configuration

Just perform these simple steps to finish authentication configuration:

Set Authentication Type to OAuth [OAuth]
Optional step. Modify API Base URL if needed (in most cases default will work).
Fill in all the required parameters and set optional parameters if needed.
Press Generate Token button to generate the tokens.
Finally, hit OK button:

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

Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals — almost no coding required.

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

Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals — almost no coding required.

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.
Once done, go to the Network Settings tab and Add a firewall rule for inbound traffic:
- This will initially allow all inbound traffic.
- Click Edit IP filters to restrict access to specific IP addresses or ranges.
Crucial Step: After creating or modifying the data source, you must:
- Click the Save button to persist your changes.
- Hit Yes when prompted to restart the Data Gateway service.
This ensures all changes are properly applied:

Skipping this step may cause the new settings to fail, preventing you from connecting to the data source.

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:

Add output

We are ready to add an output. From Palette drag and drop a tFileOutputDelimited output and connect it to the input:

Connecting tFileOutputDelimited output in Talend Studio

Run the job

Finally, run the job and integrate your Zoho CRM data:

Integrating Zoho CRM data in Talend Studio

Supported Zoho CRM Connector actions

Got a specific use case in mind? We've mapped out exactly how to perform a variety of essential Zoho CRM operations directly in Talend Studio, so you don't have to figure out the setup from scratch. Check out the step-by-step guides below:

Conclusion

In this article we showed you how to connect to Zoho CRM in Talend Studio and integrate data without writing complex code — all of this was powered by Zoho CRM ODBC Driver.

Download ODBC PowerPack now or ping us via chat if you have any questions or are looking for a specific feature (you can also reach out to us by submitting a ticket):

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