How to integrate Zoho SalesIQ with SSRS

Learn how to quickly and efficiently connect Zoho SalesIQ with SSRS for smooth data access.

Read and write Zoho SalesIQ data effortlessly. Integrate, manage, and automate chats and visits — almost no coding required. You can do it all using the high-performance Zoho SalesIQ ODBC Driver for SSRS (often referred to as the Zoho SalesIQ Connector). We'll walk you through the entire setup.

Ready to dive in? Download the product to jump right in, or follow the step-by-step guide below to see how it works.

Zoho SalesIQ ODBC Driver Powering this integration

High performance
Bidirectional
Low-code / No-code
Easy to use

Built on the ZappySys API Driver, the Zoho SalesIQ ODBC Driver is a high-performance, low-code / no-code solution. It enables you to connect to Zoho SalesIQ data without any coding right in your SQL Server, or any ODBC/JDBC application. Part of the ODBC PowerPack.

Documentation

Video Tutorial

This video covers the following topics and more, so please watch carefully. After watching the video, follow the steps outlined in this article:

How to download and install the required PowerPack for Zoho SalesIQ integration in SSRS
How to configure the connection for Zoho SalesIQ
Features of the ZappySys API Driver (Authentication / Query Language / Examples / Driver UI)
How to use the Zoho SalesIQ in SSRS

Create data source in ZappySys Data Gateway

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

Download and install ODBC PowerPack (if you haven't already).
Search for gateway in the Windows Start Menu and open ZappySys Data Gateway Configuration:
Go to the Users tab and follow these steps to add a Data Gateway user:
- Click the Add button
- In the Login field enter a username, e.g., john
- Then enter a Password
- Check the Is Administrator checkbox
- Click OK to save
Now we are ready to add a data source:
- Click the Add button
- Give the Data source 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

Read and write Zoho SalesIQ data effortlessly. Integrate, manage, and automate chats and visits — almost no coding required.

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 SSRS 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 SSRS:
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 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.
Once done, go to the Network Settings tab and Add a firewall rule for inbound traffic:
- This will initially allow all inbound traffic.
- Click Edit IP filters to restrict access to specific IP addresses or ranges.
Crucial Step: After creating or modifying the data source, you must:
- Click the Save button to persist your changes.
- Hit Yes when prompted to restart the Data Gateway service.
This ensures all changes are properly applied:

Skipping this step may cause the new settings to fail, preventing you from connecting to the data source.

Read data in SSRS from ZappySys Data Gateway

Open Visual Studio and create a new SSRS project.
Then add a new Shared Data Source (you can create a non-shared data source inside report too):
Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further:
Once a window opens, configure it similarly. Configure "ZohoSalesiqDSN" as database name. Finally, hit Test Connection and OK:

ZohoSalesiqDSN
Another window opens, and it should look similarly to this one below which ends the creation of a Data Source:

DataSource=localhost,5000;Initial Catalog=ZohoSalesiqDSN
Now it's time to create a Dataset. If you don't have a report created, in one of the wizard's steps it will look like this:

SELECT * FROM Departments
Finally, once you complete the report, similar results will show up:

Passing Parameters to SSRS Report / Filter data

If you want to parameterize your report, then refer to this article

Supported Zoho SalesIQ Connector actions

Got a specific use case in mind? We've mapped out exactly how to perform a variety of essential Zoho SalesIQ operations directly in SSRS, so you don't have to figure out the setup from scratch. Check out the step-by-step guides below:

Conclusion

In this article we showed you how to connect to Zoho SalesIQ in SSRS and integrate data without writing complex code — all of this was powered by Zoho SalesIQ ODBC Driver.

Download ODBC PowerPack 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):

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