ManagedEngine ServiceDesk Plus (Zoho) Connector for SSRS

ManagedEngine (Zoho) ServiceDesk Plus Connector can be used to integrate ServiceDesk Plus data in your App / BI Tools. You can read/write Requests, Tasks, Comments, Worklogs and many other items.

In this article you will learn how to quickly and efficiently integrate ManagedEngine ServiceDesk Plus (Zoho) data in SSRS without coding. We will use high-performance ManagedEngine ServiceDesk Plus (Zoho) Connector to easily connect to ManagedEngine ServiceDesk Plus (Zoho) and then access the data inside SSRS.

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

Download Documentation

ManagedEngine ServiceDesk Plus (Zoho) Connector for SSRS 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.

Video Tutorial - Integrate ManagedEngine ServiceDesk Plus (Zoho) data in SSRS

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 ManagedEngine ServiceDesk Plus (Zoho) integration in SSRS
How to configure the connection for ManagedEngine ServiceDesk Plus (Zoho)
Features of the ZappySys API Driver (Authentication / Query Language / Examples / Driver UI)
How to use the ManagedEngine ServiceDesk Plus (Zoho) in SSRS

Create Data Source in Data Gateway based on ZappySys API Driver

In this section we will create a data source for ManagedEngine ServiceDesk Plus (Zoho) in Data Gateway. Let's follow these steps to accomplish that:

Download and install ODBC PowerPack.
Search for gateway in Windows Start Menu and open ZappySys Data Gateway Configuration:
Go to Users tab and follow these steps to add a Data Gateway user:
- Click Add button
- In Login field enter username, e.g., john
- Then enter a Password
- Check Is Administrator checkbox
- Click OK to save
Now we are ready to add a data source:
- Click Add button
- Give Datasource a name (have it handy for later)
- Then select Native - ZappySys API Driver
- Finally, click OK
ManagedengineServicedeskPlusZohoDSN

ZappySys API Driver
When the Configuration window appears give your data source a name if you haven't done that already, then select "ManagedEngine ServiceDesk Plus (Zoho)" from the list of Popular Connectors. If "ManagedEngine ServiceDesk Plus (Zoho)" 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:

ManagedengineServicedeskPlusZohoDSN

ManagedEngine ServiceDesk Plus (Zoho)

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

ManagedEngine ServiceDesk Plus (Zoho) authentication

OAuth Connection for ManageEngine ServiceDesk Plus 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:

ManagedengineServicedeskPlusZohoDSN

ManagedEngine ServiceDesk Plus (Zoho)

OAuth [OAuth]

https://sdpondemand.manageengine.com/api/v3

Optional Parameters
ClientId
ClientSecret
Permissions	SDPOnDemand.requests.ALL
AccountUrl	https://accounts.zoho.com
RedirectUrl	https://zappysys.com/oauth
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 - ManagedEngine ServiceDesk Plus (Zoho)

ManagedEngine (Zoho) ServiceDesk Plus Connector can be used to integrate ServiceDesk Plus data in your App / BI Tools. You can read/write Requests, Tasks, Comments, Worklogs and many other items.

ManagedengineServicedeskPlusZohoDSN
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 SSRS to retrieve data from ManagedEngine ServiceDesk Plus (Zoho). Hit OK button to use this query in the next step.
```
SELECT * FROM Requests
```
Some parameters configured in this window will be passed to the ManagedEngine ServiceDesk Plus (Zoho) 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 SSRS:
ZappySys API Driver - ManagedEngine ServiceDesk Plus (Zoho)

ManagedEngine (Zoho) ServiceDesk Plus Connector can be used to integrate ServiceDesk Plus data in your App / BI Tools. You can read/write Requests, Tasks, Comments, Worklogs and many other items.

ManagedengineServicedeskPlusZohoDSN
```
SELECT * FROM Requests
```
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 ManagedEngine ServiceDesk Plus (Zoho) 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 ManagedEngine ServiceDesk Plus (Zoho) servers).
Click OK to finish creating the data source.
Very important step. Now, after creating or modifying the data source make sure you:
- Click the Save button to persist your changes.
- Hit Yes, once asked if you want to restart the Data Gateway service.
This will ensure all changes are properly applied:

Skipping this step may result in the new settings not taking effect and, therefore you will not be able to connect to the data source.

Read data in SSRS from ZappySys Data Gateway

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

ManagedengineServicedeskPlusZohoDSN
Another window opens, and it should look similarly to this one below which ends the creation of a Data Source:

DataSource=localhost,5000;Initial Catalog=ManagedengineServicedeskPlusZohoDSN
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:

SELECT * FROM Requests
Finally, once you complete the report, similar results will show up:

Passing Parameters to SSRS Report / Filter data

If you want to parameterize your report, then refer to this article

Actions supported by ManagedEngine ServiceDesk Plus (Zoho) Connector

Learn how to perform common ManagedEngine ServiceDesk Plus (Zoho) actions directly in SSRS with these how-to guides:

Conclusion

In this article we showed you how to connect to ManagedEngine ServiceDesk Plus (Zoho) in SSRS and integrate data without any coding, saving you time and effort.

We encourage you to download ManagedEngine ServiceDesk Plus (Zoho) Connector for SSRS 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 ManagedEngine ServiceDesk Plus (Zoho) Connector for SSRS Documentation