Zoho SalesIQ Connector for PowerShell 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 PowerShell without coding. We will use high-performance Zoho SalesIQ Connector to easily connect to Zoho SalesIQ and then access the data inside PowerShell. Let's follow the steps below to see how we can accomplish that! Download Documentation Zoho SalesIQ Connector for PowerShell 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 (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 ODBC

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

Step-by-step instructions

To get data from Zoho SalesIQ using PowerShell 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 PowerShell. 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 "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 PowerShell 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 PowerShell:

   

   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 Zoho SalesIQ data in PowerShell

Sometimes, you need to quickly access and work with your Zoho SalesIQ data in PowerShell. Whether you need a quick data overview or the complete dataset, this article will guide you through the process. Here are some common scenarios:

• Quickly peek at Zoho SalesIQ data
• Monitor data constantly in your console

• Export data to a CSV file so that it can be sliced and diced in Excel
• Export data to a JSON file so that it can ingested by other processes
• Export data to an HTML file for user-friendly view and easy sharing
• Create a schedule to make it an automatic process

• Store data internally for analysis or for further ETL processes
• Create a schedule to make it an automatic process

• Integrate data with other systems via external APIs

In this article, we will delve deeper into how to quickly view the data in PowerShell terminal and how to save it to a file. But let's stop talking and get started!

Reading individual fields

1. Open your favorite PowerShell IDE (we are using Visual Studio Code).
2. Then simply follow these instructions:
   "DSN=ZohoSalesiqDSN"

   

   For your convenience, here is the whole PowerShell script:

   # Configure connection string and query
   $connectionString = "DSN=ZohoSalesiqDSN"
   $query = "SELECT * FROM Customers"
   
   # Instantiate OdbcDataAdapter and DataTable
   $adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
   $table = New-Object System.Data.DataTable
   
   # Fill the table with data
   $adapter.Fill($table)
   
   # Since we know we will be reading just 4 columns, let's define format for those 4 columns, each separated by a tab
   $format = "{0}`t{1}`t{2}`t{3}"
   
   # Display data in the console
   foreach ($row in $table.Rows)
   {
       # Construct line based on the format and individual Zoho SalesIQ fields
       $line = $format -f ($row["CustomerId"], $row["CompanyName"], $row["Country"], $row["Phone"])
       Write-Host $line
   }
   

   Access specific Zoho SalesIQ table field using this code snippet:

   $field = $row["ColumnName"]

   You will find more info on how to manipulate DataTable.Rows property in Microsoft .NET reference.
   For demonstration purposes we are using sample tables which may not be available in Zoho SalesIQ.
3. To read values in a console, save the script to a file and then execute this command inside PowerShell terminal:
   You can also use even a simpler command inside the terminal, e.g.:

   . 'C:\Users\john\Documents\dsn.ps1'

Retrieving all fields

However, there might be case, when you want to retrieve all columns of a query. Here is how you do it:

"DSN=ZohoSalesiqDSN"

Again, for your convenience, here is the whole PowerShell script:

# Configure connection string and query
$connectionString = "DSN=ZohoSalesiqDSN"
$query = "SELECT CustomerId, CompanyName, Country, Phone FROM Customers"

# Instantiate OdbcDataAdapter and DataTable
$adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
$table = New-Object System.Data.DataTable

# Fill the table with data
$adapter.Fill($table)

# Display data in the console
foreach ($row in $table.Rows) {
    $line = ""
    foreach ($column in $table.Columns) {
        $value = $row[$column.ColumnName]

        # Let's handle NULL values
        if ($value -is [DBNull])
        {
            $value = "(NULL)"
        }
        $line += $value + "`t"
    }
    Write-Host $line
}

SELECT * FROM Customers LIMIT 10

Using a full ODBC connection string

In the previous steps we used a very short format of ODBC connection string - a DSN. Yet sometimes you don't want a dependency on an ODBC data source (and an extra step). In those times, you can define a full connection string and skip creating an ODBC data source entirely. Let's see below how to accomplish that in the below steps:

1. Open ODBC data source configuration and click Copy settings:
   

   ZappySys API Driver - Configuration [Version: 2.0.1.10418]

   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

   
2. The window opens, telling us the connection string was successfully copied to the clipboard:
3. Then just paste the connection string into your script:
4. You are good to go! The script will execute the same way as using a DSN.

Limitations of using a full connection string

Despite using a full ODBC connection string may be very convenient it comes with a limitation: it's length is limited to 1024 symbols (or sometimes more). It usually happens when API provider generates a very long Refresh Token when OAuth is at play. If you are using such a long ODBC connection string, you may get this error:

"Connection string exceeds maximum allowed length of 1024"

But there is a solution to this by storing the full connection string in a file. Follow the steps below to achieve this:

1. Open your ODBC data source.
2. Click Copy settings button to copy a full connection string (see the previous section on how to accomplish that).
3. Then create a new file, let's say, in C:\temp\odbc-connection-string.txt.
4. Continue by pasting the copied connection string into a newly created file and save it.
5. Finally, the last step! Just construct a shorter ODBC connection string using this format:

   DRIVER={ZappySys API Driver};SettingsFile=C:\temp\odbc-connection-string.txt

6. Our troubles are over! Now you should be able to use this connection string in PowerShell with no problems.

Write Zoho SalesIQ data to a file in PowerShell

Save data to a CSV file

Export data to a CSV file so that it can be sliced and diced in Excel:

# Configure connection string and query
$connectionString = "DSN=ZohoSalesiqDSN"
$query = "SELECT * FROM Customers"

# Instantiate OdbcDataAdapter and DataTable
$adapter = New-Object System.Data.Odbc.OdbcDataAdapter($query, $connectionString)
$table = New-Object System.Data.DataTable

# Fill the table with data
$adapter.Fill($table)

# Export table data to a file
$table | ConvertTo-Csv -NoTypeInformation -Delimiter "`t" | Out-File "C:\Users\john\saved-data.csv" -Force

Save data to a JSON file

Export data to a JSON file so that it can ingested by other processes (use the above script, but change this part):

# Export table data to a file
$table | ConvertTo-Json | Out-File "C:\Users\john\saved-data.json" -Force

Save data to an HTML file

Export data to an HTML file for user-friendly view and easy sharing (use the above script, but change this part):

# Export table data to a file
$table | ConvertTo-Html | Out-File "C:\Users\john\saved-data.html" -Force

Actions supported by Zoho SalesIQ Connector

Learn how to perform common Zoho SalesIQ actions directly in PowerShell 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 PowerShell 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 PowerShell 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 PowerShell Documentation

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