Zoho SalesIQ Connector for SSAS

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 SSAS without coding. We will use high-performance Zoho SalesIQ Connector to easily connect to Zoho SalesIQ and then access the data inside SSAS.

Let's follow the steps below to see how we can accomplish that!

Download Documentation

Zoho SalesIQ Connector for SSAS 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.

Create Data Source in Data Gateway based on ZappySys API Driver

In this section we will create a data source for Zoho SalesIQ in Data Gateway. Let's follow these steps to accomplish that:

Download and install ODBC PowerPack.
Search for gateway in Windows Start Menu and open ZappySys Data Gateway Configuration:
Go to Users tab and follow these steps to add a Data Gateway user:
- Click Add button
- In Login field enter username, e.g., john
- Then enter a Password
- Check Is Administrator checkbox
- Click OK to save
Now we are ready to add a data source:
- Click Add button
- Give Datasource a name (have it handy for later)
- Then select Native - ZappySys API Driver
- Finally, click OK
ZohoSalesiqDSN

ZappySys API Driver
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

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)

Go to Zoho API Console
Click Add Client link
Select Server-based Applications option
Enter desired client name (Display purpose only)
Enter some URL for Company homepage
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.
Click CREATE.
Copy Client ID and Secret and paste on Zoho Connector UI.

API Connection Manager configuration

Just perform these simple steps to finish authentication configuration:

Set Authentication Type to OAuth [OAuth]
Optional step. Modify API Base URL if needed (in most cases default will work).
Fill in all the required parameters and set optional parameters if needed.
Press Generate Token button to generate the tokens.
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

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
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 SSAS 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.
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 SSAS:
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).
Click OK to finish creating the data source.
Very important step. Now, after creating or modifying the data source make sure you:
- Click the Save button to persist your changes.
- Hit Yes, once asked if you want to restart the Data Gateway service.
This will ensure all changes are properly applied:

Skipping this step may result in the new settings not taking effect and, therefore you will not be able to connect to the data source.

Read Zoho SalesIQ data in SSAS cube

With the data source created in the Data Gateway (previous step), we're now ready to read Zoho SalesIQ data in an SSAS cube. Before we dive in, open Visual Studio and create a new Analysis Services project. Then, you're all set!

In the example below, we use Multidimensional and Data Mining Analysis Services project, but it should work with Tabular project too.

Create data source based on ZappySys Data Gateway

Let's start by creating a data source for a cube, based on the Data Gateway's data source we created earlier. So, what are we waiting for? Let's do it!

Create a new data source:
Once a window opens, select Create a data source based on an existing or new connection option and click New...:
Here things become a little complicated, but do not despair, it's only for a little while. Just perform these little steps:
- Select Native OLE DB\SQL Server Native Client 11.0 as provider.
- Enter your Server name (or IP address) and Port, separated by a comma.
- Select SQL Server Authentication option for authentication.
- Input User name which has admin permissions in the ZappySys Data Gateway.
- In Database name field enter the same data source name you use in the ZappySys Data Gateway.
- Hopefully, our hard work is done, when we Test Connection.
ZohoSalesiqDSN

ZohoSalesiqDSN
If SQL Server Native Client 11.0 is not listed as Native OLE DB provider, try using these:
- Microsoft OLE DB Driver for SQL Server
- Microsoft OLE DB Provider for SQL Server
Indeed, life is easy again:

Add data source view

We have data source in place, it's now time to add a data source view. Let's not waste a single second and get on to it!

Start by right-clicking on Data Source Views and then choosing New Data Source View...:
Select the previously created data source and click Next:
Ignore the Name Matching window and click Next.
Add the tables you will use in your SSAS cube:
For cube dimensions, consider creating a Virtual Table in the Data Gateway's data source. Use the DISTINCT keyword in the SELECT statement to get unique values from the facts table, like this:
```
SELECT DISTINCT Country FROM Customers
```
For demonstration purposes we are using sample tables which may not be available in Zoho SalesIQ.
Review your data source view and click Finish:
Add the missing table relationships and you're done!