ManagedEngine ServiceDesk Plus (Zoho) Connector for UiPath 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 UiPath 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 UiPath. Let's follow the steps below to see how we can accomplish that! Download Documentation ManagedEngine ServiceDesk Plus (Zoho) Connector for UiPath 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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Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from ManagedEngine ServiceDesk Plus (Zoho) using UiPath we first need to create a DSN (Data Source) which will access data from ManagedEngine ServiceDesk Plus (Zoho). We will later be able to read data using UiPath. Perform these steps:

1. Download and install ODBC PowerPack.

2. Open ODBC Data Sources (x64):

   

3. Create a User data source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
   • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.

4. 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)

   

5. 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 ManageEngine ServiceDesk Plus API [API reference]

   Steps how to get and use ManagedEngine ServiceDesk Plus (Zoho) 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:

   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

   

6. 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

   

7. 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 UiPath 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.

8. 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 UiPath:

   

   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).

9. Click OK to finish creating the data source.

Video Tutorial

Read ManagedEngine ServiceDesk Plus (Zoho) data in UiPath Studio (workstation)

Here we will be reading ManagedEngine ServiceDesk Plus (Zoho) data on your workstation. To accomplish that we will create and run UiPath process package locally. Later on, we'll explore how to publish the package to Orchestrator and run it remotely. For now, let's focus on working locally and get started!

1. Open UiPath Studio.
2. Before we really begin the work, make sure UiPath Studio is set as your profile (blue application icon).
3. In case, it is set to UiPath StudioX, you can change it in UiPath StudioX Settings: Simply select UiPath Studio option:
4. Start by creating a new project based on UiPath Process template:
5. Add Run Query activity in Main Sequence box:
6. Click Configure Connection... button to create an ODBC connection:
7. Continue by clicking Connection Wizard:
8. When the window opens, select ODBC-based driver, provider, and then choose ODBC data source:
   ManagedengineServicedeskPlusZohoDSN

   ManagedengineServicedeskPlusZohoDSN

   
   You can also select Use connection string option and use whole ODBC connection string instead. Obtain the connection string by pressing Copy Settings button in your data source configuration.
9. Once you do that, it's time to configure a SQL query:
   Make sure, you enclose the query in double quotes!
10. Proceed by adding a Write CSV activity after Run Query:
    In this article we are using Write CSV, but you can freely add any other destination of your choice, e.g. Write DataTable to Excel.
11. Once you do that, configure the added Write CSV, this will write ManagedEngine ServiceDesk Plus (Zoho) data to a CSV file:
12. It's time for fun! Which means it's time for debugging! Just run the package locally to debug:
13. Finally, ensure there are no execution errors!

Run UiPath package using Orchestrator (via robot)

UiPath also offers the ability to execute packages remotely using Orchestrator and a robot. This is achieved by publishing the package to UiPath Orchestrator, installing UiPath Assistant on the remote machine, connecting it to Orchestrator, enabling us to run the package remotely. It may sound complicated at first glance, but further steps will clear things out. Let's not waste our precious time and delve into the details!

Publish process package from UiPath Studio

1. First of all, open the UiPath process package we created in the previous step
2. Set the option that our process package Starts in Background:
3. We are ready to Publish it:
4. Make sure, you publish it to the Shared folder in UiPath Orchestrator Tenant workspace:
5. Finally, success! We are ready for the next step - creating UiPath robot - so we can automate the job:

Create robot in UiPath Orchestrator

1. First of all, let's open UiPath Orchestrator from UiPath Automation Cloud console:
2. It's time to create a robot, which will run unattended packages:
3. But first we have to create a runtime. Choose to host our robot on-premise, not in UiPath infrastructure:
4. Let's move along and Create new machine template, this will create a machine in UiPath Orchestrator:
5. Configure the machine to run in Production environment:
6. We are ready to Create new robot account in the new machine:
7. Let's make our robot to work only on background automations:
8. Continue by selecting newly created robot:
9. Select Shared folder, so that everyone in the team can benefit from it:
   This is the folder where we published our UiPath process package "MyProcess"
10. We are almost done! We are given machine Client ID and Client secret which we will use to connect UiPath Assistant to our created machine in Orchestrator. Let's leave this open for a while and see how we can do it in the next step.

Connect UiPath Assistant to Orchestrator

We are ready to connect UiPath Assistant to the machine we created in Orchestrator. UiPath Assistant will run our package in a remote machine. Let's connect it and give it some work!

1. Connect to a remote machine (where your UiPath process package will be running).
2. Install UiPath Studio there.
3. Then configure ODBC data source:

   If you chose Use user or system data source option in connection configuration, when creating UiPath process package, then create an identical ODBC data source on the same remote machine. Use the same configuration as the one created in your workstation in the first step.

   Use Copy Settings and Load Settings buttons to make your life easier. They will help you to transfer settings between different ODBC data sources.

   If you chose Use connection string option, then you don't have to do anything. However, you still have to install ODBC PowerPack on the remote machine.

4. Continue by opening UiPath Assistant and going to Preferences:
5. Find Orchestrator Settings menu item and click it:
6. And here even bigger fun begins! But fear not, all you have to do is open your web browser window with Client ID & Client secret we obtained in the previous step and simply copy and paste those values into UiPath Assistant. Also, don't forget to configure Orchestrator URL:
7. Finally, we get rewarded for the hard work with the Connected as Unattended status:

Create and run UiPath process in Orchestrator

We are at the finish line! Let's create and run UiPath process. This will execute the package on your remote machine using the UiPath Assistant configured earlier.

1. First of all, open UiPath Orchestrator from UiPath Automation Cloud console.
2. Then proceed by going to Process in Shared folder:
3. Continue by simply clicking on Add process button:
4. Select the process package we created in UiPath Studio:
5. Rest a while, and just hit Next, unless your package has requirements:
6. Then simply hit Create button:
7. But let's not stop here and Start the process by creating a job right away:
8. Use the same Production runtime we created before and hit Start:
9. We've reached the final step! In the CSV destination file or destination of your choice you should see ManagedEngine ServiceDesk Plus (Zoho) data:

Actions supported by ManagedEngine ServiceDesk Plus (Zoho) Connector

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

• Delete Request
• Get Asset Details
• Get Assets
• Get Change Details
• Get Change Note Details
• Get Change Notes
• Get Change Task Comment Details
• Get Change Task Comments
• Get Change Task Details
• Get Change Task Worklog Details
• Get Change Task Worklogs
• Get Change Tasks
• Get Change Worklog Details
• Get Change Worklogs
• Get Changes
• Get Contract Details
• Get Contracts
• Get Problem Details
• Get Problem Note Details
• Get Problem Notes
• Get Problem Task Comment Details
• Get Problem Task Comments
• Get Problem Task Details
• Get Problem Task Worklog Details
• Get Problem Task Worklogs
• Get Problem Tasks
• Get Problem Worklog Details
• Get Problem Worklogs
• Get Problems
• Get Project Details
• Get Project Members
• Get Project Milestone Tasks
• Get Project Milestones
• Get Project Note Details
• Get Project Notes
• Get Project Task Comment Details
• Get Project Task Comments
• Get Project Task Details
• Get Project Task Worklog Details
• Get Project Task Worklogs
• Get Project Tasks
• Get Project Worklog Details
• Get Project Worklogs
• Get Projects
• Get Purchase Order Details
• Get Purchase Orders
• Get Release Details
• Get Release Note Details
• Get Release Notes
• Get Release Task Comment Details
• Get Release Task Comments
• Get Release Task Details
• Get Release Task Worklog Details
• Get Release Task Worklogs
• Get Release Tasks
• Get Release Worklog Details
• Get Release Worklogs
• Get Releases
• Get Request Details
• Get Request Note Details
• Get Request Notes
• Get Request Task Comment Details
• Get Request Task Comments
• Get Request Task Details
• Get Request Task Worklog Details
• Get Request Task Worklogs
• Get Request Tasks
• Get Request Worklog Details
• Get Request Worklogs
• Get Requests
• Get Task Details
• Get Tasks
• Test Connection
• Generic Request
• Generic Request (Bulk Write)

Conclusion

In this article we showed you how to connect to ManagedEngine ServiceDesk Plus (Zoho) in UiPath 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 ManagedEngine ServiceDesk Plus (Zoho), but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

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

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