Zoho SalesIQ Connector for Alteryx : Get feedbacks via SQL

Integrate Alteryx and Zoho SalesIQ
Integrate Alteryx and Zoho SalesIQ

Learn how to get feedbacks using the Zoho SalesIQ Connector for Alteryx. This connector enables you to read and write Zoho SalesIQ data effortlessly. Integrate, manage, and automate chats and visits — almost no coding required. We'll walk you through the exact setup.

Let's dive in!

Create data source using Zoho SalesIQ ODBC Driver

  1. Download and install ODBC PowerPack (if you haven't already).

  2. Search for odbc and open the ODBC Data Sources (64-bit):

    Open ODBC Data Source

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

    ZappySys API Driver
    Create new User DSN for ZappySys API Driver
    • Create and use a User DSN if the client application runs under a User Account. This is the ideal option at design time (e.g., when developing in Visual Studio). Use it for both types of applications (64-bit and 32-bit).
    • Create and use a System DSN if the client application runs under a System Account (e.g., as a Windows Service). This is usually the required option in a production environment. If your Windows Service is a 32-bit application, you must use the 32-bit ODBC Data Source Administrator to configure this

  4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Zoho SalesIQ" from the list of Popular Connectors. If "Zoho SalesIQ" 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:

    ZohoSalesiqDSN
    Zoho SalesIQ
    ODBC DSN Template Selection

  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

    Zoho SalesIQ 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)
    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.
    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to OAuth [OAuth]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Press Generate Token button to generate the tokens.
    5. Finally, hit OK button:
    ZohoSalesiqDSN
    Zoho SalesIQ
    OAuth [OAuth]
    https://salesiq.zoho.com/api/v2/[$Compnay$]
    Optional Parameters
    Company Screen Name for URL (e.g. mycompany)
    ClientId
    ClientSecret
    Permissions SalesIQ.operators.READ SalesIQ.conversations.READ SalesIQ.feedbacks.READ SalesIQ.departments.READ
    AccountUrl https://accounts.zoho.com
    RedirectUrl https://zappysys.com/oauth
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN OAuth Connection Configuration

  6. Then go to Preview tab to start building a SQL query.

  7. Once you do that, proceed by opening Query Builder:

    ZappySys API Driver - Zoho SalesIQ
    Read and write Zoho SalesIQ data effortlessly. Integrate, manage, and automate chats and visits — almost no coding required.
    ZohoSalesiqDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API

  8. Then simply select the Get Feedbacks endpoint (action).

  9. Continue by configuring the Required parameters. You can also set optional parameters too.

  10. Move on by hitting Preview Data button to preview the results.

  11. If you see the results you need, simply copy the generated query:

    Get Feedbacks
    Optional Parameters
    Ratings
    OperatorIds
    DepartmentIds
    AppIds
    StartTime
    EndTime
    TimezoneOffset
    VisitorEmail
    PageSize 99
    Advanced Properties
    PagingIncrementBy
    NextUrlEndIndicator regex=(^$)|false
    StopIndicatorAttributeOrExpr $.more_data_available
    PagingMode ByUrlParameter
    PagingByUrlAttributeName index
    PagingByUrlEndStrategy DetectBasedOnMultipleRules
    PagingEndRules <ArrayOfPagingEndRule><PagingEndRule><Mode>DetectBasedOnResponseStatusCode</Mode><StatusCode>204</StatusCode></PagingEndRule><PagingEndRule><Mode>DetectBasedOnResponseStatusCode</Mode><StatusCode>304</StatusCode></PagingEndRule><PagingEndRule><Mode>DetectBasedOnResponseStatusCode</Mode><Mode>DetectBasedOnRecordCount</Mode></PagingEndRule></ArrayOfPagingEndRule> 
    SELECT * FROM Feedbacks
    Query Builder

  12. Click OK to use built SQL query and close the Query Builder.

  13. 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 Alteryx:

    ZappySys API Driver - Zoho SalesIQ
    Read and write Zoho SalesIQ data effortlessly. Integrate, manage, and automate chats and visits — almost no coding required.
    ZohoSalesiqDSN
    SELECT * FROM Feedbacks
    API ODBC Driver-based data source data preview
    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 SalesIQ 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 SalesIQ servers).

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

Zoho SalesIQ SQL query examples

Use these SQL queries in your Alteryx data source:

Read feedbacks

Reads visitor feedback and ratings submitted after chat sessions. This data helps in evaluating operator performance and customer satisfaction.

The Feedbacks table contains ratings and comments provided by visitors.

SELECT * FROM Feedbacks

Read feedbacks with manual pagination

Reads feedback records in batches to overcome API pagination limits. This example demonstrates how to retrieve data month-by-month and combine the results using UNION to get a complete dataset for a longer period.

This approach is necessary when the total number of records exceeds the API's single-request limit, ensuring all data is captured by iterating through date ranges.

SELECT * INTO #t1 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-01-01', EndTime='2023-02-01');
SELECT * INTO #t2 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-02-01', EndTime='2023-03-01');
SELECT * INTO #t3 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-03-01', EndTime='2023-04-01');
SELECT * INTO #t4 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-04-01', EndTime='2023-05-01');
SELECT * INTO #t5 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-05-01', EndTime='2023-06-01');
SELECT * INTO #t6 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-06-01', EndTime='2023-07-01');
SELECT * INTO #t7 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-07-01', EndTime='2023-08-01');
SELECT * INTO #t8 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-08-01', EndTime='2023-09-01');
SELECT * INTO #t9 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-09-01', EndTime='2023-10-01');
SELECT * INTO #t10 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-10-01', EndTime='2023-11-01');
SELECT * INTO #t11 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-11-01', EndTime='2023-12-01');
SELECT * INTO #t12 FROM Feedbacks WITH(OperatorIds='81565000003048017', StartTime='2023-12-01', EndTime='2024-01-01');

SELECT * FROM #t1 UNION 
SELECT * FROM #t2 UNION 
SELECT * FROM #t3 UNION 
SELECT * FROM #t4 UNION 
SELECT * FROM #t5 UNION 
SELECT * FROM #t6 UNION 
SELECT * FROM #t7 UNION 
SELECT * FROM #t8 UNION 
SELECT * FROM #t9 UNION 
SELECT * FROM #t10 UNION 
SELECT * FROM #t11 UNION 
SELECT * FROM #t12;

get_feedbacks endpoint belongs to Feedbacks table(s), and can therefore be used via those table(s).

Create SQL view in ODBC data source

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.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

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:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  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'

    ZappySys Driver - Create Custom Table

  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"
    ZappySys Driver - Execute Custom Virtual Table Query

Get feedbacks in Alteryx via SQL view

  1. Open Alteryx Designer.

  2. First, verify your DCM Settings to ensure you can access ODBC drivers. Go to Options > User Settings > Edit User Settings.

    If DCM Mode is set to DCM Only, change it to DCM Optional if you would like to access the legacy Generic ODBC Connection.

    Alteryx DCM User Settings for ODBC access
    After changing this setting, you may need to click Save and restart the connection window for the "Generic ODBC" icon to appear.

  3. Drag an Input Data tool onto your Alteryx canvas.

    Drag Input Data tool onto Alteryx canvas

  4. In the Configuration pane, click Set Up a Connection.

    Set Up a Connection in Alteryx Input Data configuration

  5. Note for DCM Users: If your environment has DCM (Data Connection Manager) enabled, the classic "Generic ODBC" icon may be hidden. To find it, select Data sources on the left and type "ODBC" in the search bar.

  6. Once the ODBC window opens, click Connect Asset and select your ZohoSalesiqDSN DSN from the list.

    Connect Asset and select ODBC DSN in Alteryx
    Ensure you have configured a 64-bit System DSN in the Windows ODBC Data Source Administrator before this step.

  7. After selecting your DSN, configure your SQL Query in the Input Data tool configuration:

    Configure SQL Query in Alteryx Input Data tool

  8. To save your data, drag an Output Data tool and connect it to the Input Data tool.

  9. Configure the Output Data tool to write to a CSV file:

    Configure Output Data to CSV in Alteryx

  10. Press Run (Ctrl+R) to execute the workflow. Verify the results in the Results Window at the bottom.

    Run Alteryx workflow and view results

Advanced topics

Creating SQL stored procedures

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 Stored 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:
    ZappySys Driver - Add Stored Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Stored Procedure Name

  3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored 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>';
    ZappySys Driver - Create Custom Stored Procedure

  4. That's it now go to Preview Tab and Execute your Stored 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';
    ZappySys Driver - Execute Custom Stored Procedure

Conclusion

And there you have it — a complete guide on how to get feedbacks in Alteryx without writing complex code. All of this was powered by Zoho SalesIQ ODBC Driver, which handled the REST API pagination and authentication for us automatically.

Download the trial 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):

Download Chat

More actions supported by Zoho SalesIQ Connector

Got another use case in mind? We've documented the exact setups for a variety of essential Zoho SalesIQ operations directly in Alteryx, so you can skip the trial and error. Find your next step-by-step guide below:

More Zoho SalesIQ integrations

All
Data Integration
Database
BI & Reporting
Productivity
Programming Languages
Automation & Scripting
ODBC applications