Zoho SalesIQ Connector for Talend Studio

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

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

Download Documentation

Create Data Source in ZappySys Data Gateway based on API Driver

  1. Download and install ODBC PowerPack.

  2. Search for gateway in start menu and Open ZappySys Data Gateway:
    Open ZappySys Data Gateway

  3. Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
    ZappySys Data Gateway - Add User

  4. Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.

    ZohoSalesiqDSN

    ZappySys Data Gateway - Add Data Source

  5. 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
    ODBC DSN Template Selection
  6. 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 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
    ODBC DSN Oauth Connection Configuration

  7. 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
    Open Query Builder in API ODBC Driver to read and write data to REST API
  8. 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 Talend Studio to retrieve data from Zoho SalesIQ. Hit OK button to use this query in the next step.

    SELECT * FROM Departments
    Configure table/endpoint parameters in ODBC data source based on API Driver
    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.
  9. 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 Talend Studio:

    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
    API ODBC Driver-based data source data preview
    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).
  10. Click OK to finish creating the data source.

Read Zoho SalesIQ data in Talend Studio

To read Zoho SalesIQ data in Talend Studio, we'll need to complete several steps. Let's get through them all right away!

This article is compatible with Talend Open Studio (a free version, currently retired by Qlik). If you don't have it, you can still purchase a shareware version of Talend Studio from Qlik.

Create connection for input

  1. First of all, open Talend Studio
  2. Create a new connection: Creating a new connection in Talend Studio
  3. Select Microsoft SQL Server connection: Creating SQL Server connection in Talend Studio
  4. Name your connection: Naming a connection in Talend Studio
  5. Fill-in connection parameters and then click Test connection:
    ZohoSalesiqDSN
    Configuring the ZappySys Data Gateway connection in Talend Studio
  6. If the List of modules not installed for this operation window shows up, then download and install all of them: Configure the connection
    Review and accept all additional module license agreements during the process
  7. Finally, you should see a successful connection test result at the end: Connection test successful

Add input

  1. Once we have a connection to ZappySys Data Gateway created, we can proceed by creating a job: Create a job in Talend Studio
  2. Simply drag and drop ZappySys Data Gateway connection onto the job: Creating an input based on ZappySys Data Gateway connection
  3. Then create an input based on ZappySys Data Gateway connection: Creating an input based on ZappySys Data Gateway connection
  4. Continue by configuring a SQL query and click Guess schema button: Configuring a SQL query in Talend Studio
  5. Finish by configuring the schema, for example: Configuring a schema in Talend Studio

Add output

We are ready to add an output. From Palette drag and drop a tFileOutputDelimited output and connect it to the input: Connecting tFileOutputDelimited output in Talend Studio

Run the job

Finally, run the job and integrate your Zoho SalesIQ data: Integrating Zoho SalesIQ data in Talend Studio

Actions supported by Zoho SalesIQ Connector

Learn how to perform common Zoho SalesIQ actions directly in Talend Studio with these how-to guides:

Conclusion

In this article we showed you how to connect to Zoho SalesIQ in Talend Studio 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 Talend Studio 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 Talend Studio Documentation

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