Zoho SalesIQ Connector for Power BI In this article you will learn how to integrate Zoho SalesIQ data in Power BI without coding in just a few clicks (live / bi-directional connection to 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.. Using Zoho SalesIQ Connector you will be able to connect, read, and write data from within Power BI. Follow the steps below to see how we would accomplish that. Download Documentation The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

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 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 (Pipeline) 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

Video Tutorial - Integrate Zoho SalesIQ data in Power BI

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

• How to download / install required driver for Zoho SalesIQ integration in Power BI
• How to configure connection for Zoho SalesIQ
• Features about API Driver (Authentication / Query Language / Examples / Driver UI)
• Using Zoho SalesIQ Connection in Power BI

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

Step-by-step instructions

To get data from Zoho SalesIQ using Power BI 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 Power BI. Perform these steps:

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

3. Create a User Data Source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.

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 Help..]

   Steps to get 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/[$Compnay$]

   Required Parameters
   Optional Parameters
   Company Screen Name for URL (e.g. mycompany)	Fill in the parameter...
   ClientId	Fill in the parameter...
   ClientSecret	Fill in the parameter...
   Permissions	Fill in the parameter...
   AccountUrl	Fill in the parameter...
   RedirectUrl	Fill in the parameter...
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

6. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
   

7. Click OK to finish creating the data source.

Video instructions

Read Zoho SalesIQ data in Power BI using ODBC

1. Once you open Power BI Desktop click Get Data to get data from ODBC:
   

2. A window opens, and then search for "odbc" to get data from ODBC data source:
   

3. Another window opens and asks to select a Data Source we already created. Choose ZohoSalesIqDSN and continue:

   ZohoSalesIqDSN

   

4. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

   ZohoSalesIqDSN

   

5. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
   

6. Finally, finally, use extracted data from Zoho SalesIQ in a Power BI report:
   

Import Zoho SalesIQ data into Power BI from SQL Query

If you wish to import Zoho SalesIQ data from SQL query rather than selecting table name then you can use advanced options during import steps (as below). After selecting DSN you can click on advanced options to see SQL Query editor.

Import Zoho SalesIQ data into Power BI using SQL Query (ODBC Data source)

Edit Query / Using Parameters in Power BI (Dynamic Query)

let
    vKey=paraAPIKey,
    Source = Odbc.Query(
    "dsn=ZS-OData Customers", 
    "SELECT * FROM value WITH (SRC='http://httpbin.org/post'," 
    & "METHOD='POST'," 
    & "HEADER='Content-Type:application/json'," 
    & "BODY=@'{""CallerId"":1111, ""ApiKey"":""" & vKey & """}')")
in
Source

Edit Query Settings after Import

There will be a time you need to change initial Query after dataset import in Power BI. Not to worry, just follow these steps to edit your SQL.

Edit Power BI Data Source SQL after REST / SOAP Web Service Import

Working with Gateways in Power BI (Schedule Import)

1. In the last section, we Published the report. Power BI may ask you to SIGN IN.
   

   Sign in Power BI

2. Select the Workspace and select Datasets
   

   Go to workspace and dataset

3. Right-click the report and select Settings.
   

   Specify settings for the report

4. The system will ask for a Gateway. Stay here.
   

   Add Power BI Gateway

5. Use the following link to install a Data Gateway:

   https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem

6. Run the installer and press Next
   

   Gateway installer

7. Select the option On-premises data gateway (recommended). This option allows access to multiple users and can be used by more applications than Power BI.
   

   Choose Power BI option

8. The installer will show a warning message.
   

   Warning message during installation

9. Select the path to install and check the I accept the terms.
   

   Accept terms

10. Specify the email address to use the gateway.
    

    Register email address

11. After entering the email, write the gateway name and a recovery key. Make sure to confirm the recovery key.
    

    Enter recovery key

Manage gateways and configure the schedule

1. The next step is to go to manage gateway
   

   Power BI - Manage Gateway Setting

2. In order to get the connection string, we will need the connection string of the ZappySys API Driver. In the first section of this post, we explained how to configure it. Press Copy Connection String
   

   Connection properties

3. Once that the data is copied, add a New data Source. In Data Source Name, enter the Data Source Name of the ZappySys API Driver in step 13 and in Data Source Type, select ODBC. In connection string copy and paste from the clipboard of the step 13 and press Add.
   

   ZappySys connection properties in Power BI

4. Once added the gateway. You can see the schedule refresh to On and Add another time to add the time where you want to refresh the data.
   

   Schedule gateway

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

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:
   

2. Enter the desired Procedure name and click on OK:
   

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>';
   

   
   

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';

   
   

5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

   
   

6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Create Custom Virtual Table in ZappySys Driver

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:
   

2. Enter the desired Table name and click on OK:
   

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'

   
   

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"

   
   

6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

   
   

7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Actions supported by Zoho SalesIQ Connector

Zoho SalesIQ Connector Examples for Power BI Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

SELECT * FROM Departments

SELECT * FROM Operators

SELECT * FROM Feedbacks

SELECT * FROM Conversations

SELECT
 OwnerEmail,
 OwnerId, 
 RatingString,
 COUNT(Id) Total
FROM Conversations
GROUP BY OwnerEmail, OwnerId, RatingString
Order BY OwnerEmail,RatingString
WITH(
	  --OperatorIds='81565000003048017,81565000002408043,81565000013131025' --You can supply Operator Ids to filter result for those Operators only
	  StartTime='yearstart-1y'
	, EndTime='yearstart-1d'
)

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

Conclusion

In this article we discussed how to connect to Zoho SalesIQ in Power BI and integrate data without any coding. Click here to Download Zoho SalesIQ Connector for Power BI and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Zoho SalesIQ Connector for Power BI Documentation 

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Download Zoho SalesIQ Connector for Power BI Documentation

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