Zoho SalesIQ Connector for Azure Data Factory (Pipeline) Zoho SalesIQ Connector can be used to integrate Zoho SalesIQ API in your App / BI Tools. You can exchange data on Chats, Visits and more. In this article you will learn how to quickly and efficiently integrate Zoho SalesIQ data in Azure Data Factory (Pipeline) without coding. We will use high-performance Zoho SalesIQ Connector to easily connect to Zoho SalesIQ and then access the data inside Azure Data Factory (Pipeline). Let's follow the steps below to see how we can accomplish that! Download Documentation Zoho SalesIQ Connector for Azure Data Factory (Pipeline) 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.

Connect to Zoho SalesIQ in other apps Connect to Zoho SalesIQ in SSIS Connect to Zoho SalesIQ in SQL Server Connect to Zoho SalesIQ in Power BI Connect to Zoho SalesIQ in SSRS Connect to Zoho SalesIQ in Informatica Connect to Zoho SalesIQ in MS Access Connect to Zoho SalesIQ in MS Excel Connect to Zoho SalesIQ in SSAS Connect to Zoho SalesIQ in C# Connect to Zoho SalesIQ in Python Connect to Zoho SalesIQ in JAVA Connect to Zoho SalesIQ in Tableau Connect to Zoho SalesIQ in SAP Crystal Reports Connect to Zoho SalesIQ in Azure Data Factory (SSIS) Connect to Zoho SalesIQ in Talend Studio Connect to Zoho SalesIQ in UiPath Connect to Zoho SalesIQ in PowerShell Connect to Zoho SalesIQ in ODBC

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Zoho SalesIQ using Azure Data Factory (Pipeline) we first need to create a DSN (Data Source) which will access data from Zoho SalesIQ. We will later be able to read data using Azure Data Factory (Pipeline). 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.
   Azure Data Factory (Pipeline) uses a Service Account, when a solution is deployed to production environment, therefore for production environment you have to create and use a System DSN.

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

   

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 Zoho CRM API [API reference]

   Steps how to get and use Zoho SalesIQ 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:

   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

   

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 - Zoho SalesIQ

   Zoho SalesIQ Connector can be used to integrate Zoho SalesIQ API in your App / BI Tools. You can exchange data on Chats, Visits and more.

   ZohoSalesiqDSN

   

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 Azure Data Factory (Pipeline) to retrieve data from Zoho SalesIQ. Hit OK button to use this query in the next step.

   SELECT * FROM Departments

   
   Some parameters configured in this window will be passed to the Zoho SalesIQ 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 Azure Data Factory (Pipeline):

   

   ZappySys API Driver - Zoho SalesIQ

   Zoho SalesIQ Connector can be used to integrate Zoho SalesIQ API in your App / BI Tools. You can exchange data on Chats, Visits and more.

   ZohoSalesiqDSN

   SELECT * FROM Departments

   
   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).

9. Click OK to finish creating the data source.

Video Tutorial

Read data in Azure Data Factory (ADF) from ODBC datasource (Zoho SalesIQ)

1. To start press New button:

   

2. Select "Azure, Self-Hosted" option:

   

3. Select "Self-Hosted" option:

   

4. Set a name, we will use "OnPremisesRuntime":

   

5. Download and install Microsoft Integration Runtime.

6. Launch Integration Runtime and copy/paste Authentication Key from Integration Runtime configuration in Azure Portal:

   

7. After finishing registering the Integration Runtime node, you should see a similar view:

   

8. Go back to Azure Portal and finish adding new Integration Runtime. You should see it was successfully added:

   

9. Go to Linked services section and create a new Linked service based on ODBC:

   

10. Select "ODBC" service:

    

11. Configure new ODBC service. Use the same DSN name we used in the previous step and copy it to Connection string box:

    ZohoSalesiqDSN

    DSN=ZohoSalesiqDSN

    

12. For created ODBC service create ODBC-based dataset:

    

13. Go to your pipeline and add Copy data connector into the flow. In Source section use OdbcDataset we created as a source dataset:

    

14. Then go to Sink section and select a destination/sink dataset. In this example we use precreated AzureBlobStorageDataset which saves data into an Azure Blob:

    

15. Finally, run the pipeline and see data being transferred from OdbcDataset to your destination dataset:

    

Actions supported by Zoho SalesIQ Connector

Learn how to perform common Zoho SalesIQ actions directly in Azure Data Factory (Pipeline) with these how-to guides:

• get_conversations
• get_departments
• get_feedbacks
• get_operators
• Generic Request
• Generic Request (Bulk Write)

Conclusion

In this article we showed you how to connect to Zoho SalesIQ in Azure Data Factory (Pipeline) 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 Zoho SalesIQ, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Zoho SalesIQ Connector for Azure Data Factory (Pipeline) 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 Zoho SalesIQ Connector for Azure Data Factory (Pipeline) Documentation

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