How to integrate Zoom using Alteryx

Integrate Alteryx and Zoom
Integrate Alteryx and Zoom

Learn how to quickly and efficiently connect Zoom with Alteryx for smooth data access.

Read and write Zoom data effortlessly. Integrate, manage, and automate meetings, users, accounts, and invitations — almost no coding required. You can do it all using the high-performance Zoom ODBC Driver for Alteryx (often referred to as the Zoom 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.

Create data source using Zoom ODBC Driver

Step-by-step instructions

To get data from Zoom using Alteryx, we first need to create an ODBC data source. We will later read this data in Alteryx. Perform these steps:

  1. Download and install ODBC PowerPack (if you haven't already).

  2. Search for odbc and open the ODBC Data Sources (64-bit):

    Open ODBC Data Source

  3. Create a User data source (User DSN) based on the ZappySys API Driver driver:

    ZappySys API Driver
    Create new User DSN for ZappySys API Driver
    • Create and use a User DSN if the client application runs under a User Account. This is the ideal option at design time (e.g., when developing in Visual Studio). Use it for both types of applications (64-bit and 32-bit).
    • Create and use a System DSN if the client application runs under a System Account (e.g., as a Windows Service). This is usually the required option in a production environment. If your Windows Service is a 32-bit application, you must use the 32-bit ODBC Data Source Administrator to configure this

  4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Zoom" from the list of Popular Connectors. If "Zoom" 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:

    ZoomDSN
    Zoom
    ODBC DSN Template Selection

  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.

    User Credentials (Access Your Data)

    Zoom authentication

    OAuth App must be created under Admin Console > Channel > API > Settings. [API reference]

    Follow the steps below to create a Zoom OAuth app and obtain the required credentials (Client ID and Client Secret):

    1. Go to the Zoom App Marketplace and sign in with your Zoom account.
    2. From the top navigation bar, open the Develop dropdown and select Build App.
    3. In the What kind of app are you creating window, select General App, click the Create button.
    4. Enter a name for your app and select the app type.
      (E.g. Zoom-General App)
    5. Click Create to continue.
    6. In the Redirect URL for OAuth field, enter the following URI and add it to the allow list:
      https://zappysys.com/oauth/
    7. Copy your Client ID and Client Secret, then paste them into the ZappySys API Component/Driver UI under the required parameters.
    8. From the Scopes window, please add the appropriate Granular scopes. You can search for the scopes listed below and enable them as needed.
      Scope Levels:
      • User-Level: Grants access only to the authenticated user’s data. Suitable for apps where users connect with their own Zoom account.
      • Admin-Level: Grants access to data across all users in the account, provided the user has admin permissions. Best for organization-wide apps.
      • Master-Level: Grants access at the highest level, typically for apps that need full account control (including sub-accounts). Requires Master Account credentials.

      Recommended Scopes:
      User-Level
      • user:read:settings
      • meeting:read:list_meetings
      • meeting:read:meeting
      • meeting:read:list_registrants
      • meeting:read:past_meeting
      • meeting:read:list_registration_questions
      • webinar:read:list_webinars
      • webinar:read:webinar
      • webinar:read:list_registrants
      • report:read:user
      Admin-Level
      • user:read:settings:admin
      • user:write:user:admin
      • meeting:read:list_meetings:admin
      • meeting:read:meeting:admin
      • meeting:read:list_registrants:admin
      • meeting:read:past_meeting:admin
      • meeting:read:list_registration_questions:admin
      • user:read:list_users:admin
      • webinar:read:list_webinars:admin
      • webinar:read:webinar:admin
      • webinar:read:list_registrants:admin
      • report:read:user:admin
      Master-Level
      • user:read:settings:master
      • meeting:read:list_meetings:master
      • meeting:read:meeting:master
      • meeting:read:list_registrants:master
      • user:read:list_users:master
      • webinar:read:list_webinars:master
      • webinar:read:webinar:master
      • webinar:read:list_registrants:master
      • report:read:user:master
    9. That’s it! After adding the scopes, click Continue to complete the process.
    10. In the ZappySys API Component/Driver UI, enter your Zoom app Client ID and Client Secret, then click Generate Token to obtain the access tokens.
    11. You’re done!
    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to User Credentials (Access Your Data) [OAuth]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Press Generate Token button to generate the tokens.
    5. Finally, hit OK button:
    ZoomDSN
    Zoom
    User Credentials (Access Your Data) [OAuth]
    https://api.zoom.us/v2
    Required Parameters
    Client Id Fill-in the parameter...
    Client Secret Fill-in the parameter...
    Redirect Url Fill-in the parameter...
    Token Url Fill-in the parameter...
    Authorization Url Fill-in the parameter...
    Optional Parameters
    Retry Mode RetryWhenStatusCodeMatch
    Retry Status Code 429
    Retry Count Max 5
    Retry Multiply Wait Time True
    ODBC DSN OAuth Connection Configuration

    App Credentials (Access Account Level Data)

    Zoom authentication

    Server-to-Server OAuth authentication method that lets applications access the Zoom API directly without user login or consent, using a Client ID and Secret to generate short-lived tokens. [API reference]

    Follow the steps below to create a Zoom OAuth app and obtain the required credentials (Client ID and Client Secret):

    1. Go to the Zoom App Marketplace and sign in with your Zoom account.
    2. From the top navigation bar, open the Develop dropdown and select Build App.
    3. In the What kind of app are you creating window, select Server to Server OAuth App, click the Create button.
    4. Enter a name for your app and select the app type.
      (E.g. Basic OAuth App)
    5. Click Create to continue.
    6. Copy your Account ID, Client ID, and Client Secret, then paste them into the ZappySys API Component/Driver UI under the required parameters.
    7. In the Information window, enter the company name, developer name, and email address, then click Continue.
    8. From the Scopes window, please add the appropriate Granular scopes. You can search for the scopes listed below and enable them as needed.
      Scope Levels:
      • Admin-Level: Grants access to data across all users in the account, provided the user has admin permissions. Best for organization-wide apps.
      • Master-Level: Grants access at the highest level, typically for apps that need full account control (including sub-accounts). Requires Master Account credentials.

      Recommended Scopes:
      Admin-Level
      • user:read:settings:admin
      • user:write:user:admin
      • meeting:read:list_meetings:admin
      • meeting:read:meeting:admin
      • meeting:read:list_registrants:admin
      • meeting:read:past_meeting:admin
      • meeting:read:list_registration_questions:admin
      • user:read:list_users:admin
      • webinar:read:list_webinars:admin
      • webinar:read:webinar:admin
      • webinar:read:list_registrants:admin
      • report:read:user:admin
      Master-Level
      • user:read:settings:master
      • meeting:read:list_meetings:master
      • meeting:read:meeting:master
      • meeting:read:list_registrants:master
      • user:read:list_users:master
      • webinar:read:list_webinars:master
      • webinar:read:webinar:master
      • webinar:read:list_registrants:master
      • report:read:user:master
    9. That’s it! After adding the scopes, click Continue to complete the process.
    10. In the ZappySys API Component/Driver UI, enter your Zoom app Account ID, Client ID, and Client Secret, then click Test Connection.
    11. You’re done!
    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to App Credentials (Access Account Level Data) [OAuth]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Finally, hit OK button:
    ZoomDSN
    Zoom
    App Credentials (Access Account Level Data) [OAuth]
    https://api.zoom.us/v2
    Required Parameters
    Account Id Fill-in the parameter...
    Client Id Fill-in the parameter...
    Client Secret Fill-in the parameter...
    Token Url Fill-in the parameter...
    Optional Parameters
    Retry Mode RetryWhenStatusCodeMatch
    Retry Status Code 429
    Retry Count Max 5
    Retry Multiply Wait Time True
    ODBC DSN OAuth Connection Configuration

    User Credentials (Access Your Data) - With Legacy Scopes

    Zoom authentication

    OAuth App must be created under Admin Console > Channel > API > Settings. [API reference]

    Perform the following steps to get the Zoom OAuth credentials (i.e. Client ID and Client Secret)

    1. Go to Zoom Marketplace Portal and sign in there.
    2. Once you successfully login then select "Build App" option from Develop dropdown from top left on the page.
    3. Click on Create button of OAuth panel section of page.
    4. Enter the name for your application and choose app type (Recommneded "Account-Level App") option for your API
    5. Then proceed with clicking Create button.
    6. In Redirect URL for OAuth enter this https://zappysys.com/oauth/ as Redirect URI and add it to allow lists.
    7. Copy Client ID and Client Secret here and paste it into Connection Manager Required Paramters section in respective place holders
    8. Add appropiate scopes from the Scopes menu option to the right side of page for your API as below :

      NOTE: If you need to read/write data for all users (not just 'me') then add :admin suffix in the scope (e.g. meeting:read:admin)

      • meeting:read
      • meeting:write
      • user:read
      • user:write
      • user_info:read
      • meeting:read
      • chat_channel:read
      • chat_channel:write
      • chat_contact:read
      • chat_message:read
      • chat_message:write
      • contact:read
      • pac:read
      • pac:write
      • phone:read
      • phone:write
      • phone_call_control:read
      • phone_call_control:write
      • phone_call_log:read
      • phone_call_log:write
      • phone_e911:read
      • phone_recording:read
      • phone_recording:write
      • phone_sms:read
      • phone_sms:write
      • phone_voicemail:read
      • phone_voicemail:write
      • recording:read
      • recording:write
      • tsp:read
      • tsp:write
      • user:read
      • user:write
      • user_info:read
      • user_zak:read
      • webinar:read
      • webinar:write
      • report:read:user
    9. Click Generate Token button on Connection Manager UI to generate tokens.
    10. That's it!
    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to User Credentials (Access Your Data) - With Legacy Scopes [OAuth]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Press Generate Token button to generate the tokens.
    5. Finally, hit OK button:
    ZoomDSN
    Zoom
    User Credentials (Access Your Data) - With Legacy Scopes [OAuth]
    https://api.zoom.us/v2
    Required Parameters
    ClientId Fill-in the parameter...
    ClientSecret Fill-in the parameter...
    RedirectUrl Fill-in the parameter...
    TokenUrl Fill-in the parameter...
    AuthorizationUrl Fill-in the parameter...
    Optional Parameters
    Scope
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN OAuth Connection Configuration

  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 - Zoom
    Read and write Zoom data effortlessly. Integrate, manage, and automate meetings, users, accounts, and invitations — almost no coding required.
    ZoomDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API

  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 Alteryx to retrieve data from Zoom. Hit OK button to use this query in the next step. 

    SELECT * FROM Meetings 
WITH(
  UserId ='me' -- enter user id or email
)
    Configure table/endpoint parameters in ODBC data source based on API Driver
    Some parameters configured in this window will be passed to the Zoom 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 Alteryx:

    ZappySys API Driver - Zoom
    Read and write Zoom data effortlessly. Integrate, manage, and automate meetings, users, accounts, and invitations — almost no coding required.
    ZoomDSN
    SELECT * FROM Meetings 
WITH(
  UserId ='me' -- enter user id or email
)
    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 Zoom 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 Zoom servers).

  9. Click OK to finish creating the data source.

Video Tutorial

Read Zoom data in Alteryx Designer (workstation)

Here we will be reading Zoom data on your workstation using Alteryx Designer. Follow the steps below to connect via ODBC and run your workflow locally.

Version requirement: Alteryx support was added in ODBC PowerPack v2.2.1. You must have ODBC PowerPack v2.2.1 or higher installed. How to check version of my ODBC PowerPack.

  1. Open Alteryx Designer.

  2. First, verify your DCM Settings to ensure you can access ODBC drivers. Go to Options > User Settings > Edit User Settings.

    If DCM Mode is set to DCM Only, change it to DCM Optional if you would like to access the legacy Generic ODBC Connection.

    Alteryx DCM User Settings for ODBC access
    After changing this setting, you may need to click Save and restart the connection window for the "Generic ODBC" icon to appear.

  3. Drag an Input Data tool onto your Alteryx canvas.

    Drag Input Data tool onto Alteryx canvas

  4. In the Configuration pane, click Set Up a Connection.

    Set Up a Connection in Alteryx Input Data configuration

  5. Note for DCM Users: If your environment has DCM (Data Connection Manager) enabled, the classic "Generic ODBC" icon may be hidden. To find it, select Data sources on the left and type "ODBC" in the search bar.

  6. Once the ODBC window opens, click Connect Asset and select your ZoomDSN DSN from the list.

    Connect Asset and select ODBC DSN in Alteryx
    Ensure you have configured a 64-bit System DSN in the Windows ODBC Data Source Administrator before this step.

  7. After selecting your DSN, configure your SQL Query in the Input Data tool configuration:

    Configure SQL Query in Alteryx Input Data tool

  8. To save your data, drag an Output Data tool and connect it to the Input Data tool.

  9. Configure the Output Data tool to write to a CSV file:

    Configure Output Data to CSV in Alteryx

  10. Press Run (Ctrl+R) to execute the workflow. Verify the results in the Results Window at the bottom.

    Run Alteryx workflow and view results

Using DSN-less Connection String

If you prefer to use a DSN-less connection string instead of creating an ODBC data source in Alteryx, you can enter the connection string directly in the Input Data tool's connection setup:

Alteryx DSN-less connection string setup

Deploy workflow and run on server (e.g. Alteryx Server)

To run your Alteryx workflow on a server (e.g. Alteryx Server or a machine used for scheduled runs), install ZappySys ODBC PowerPack and configure the same DSN on that server so the workflow can connect to Zoom data.

  1. On the server where the workflow will run, download and install ODBC PowerPack (v2.2.1 or higher for Alteryx support).
  2. Open ODBC Data Sources (64-bit) on the server and create a System DSN with the same name and settings as on your workstation (use the same driver and connection configuration). An easy way to copy your workstation DSN settings to the server is described in How to copy ODBC DSN or Data Gateway settings to another server (use Copy Settings on the workstation, then Load settings on the server).
  3. Deploy or publish your workflow to the server (e.g. upload to Alteryx Server or copy the workflow to the server).
  4. Run the workflow on the server; it will use the DSN you created in step 2 to connect to Zoom.

Optional: Centralized data access via ZappySys Data Gateway

In some situations, you may need to provide Zoom data access to multiple users or services. Configuring the data source on a Data Gateway creates a single, centralized connection point for this purpose.

This configuration provides two primary advantages:

  • Centralized data access
    The data source is configured once on the gateway, eliminating the need to set it up individually on each user's machine or application. This significantly simplifies the management process.
  • Centralized access control
    Since all connections route through the gateway, access can be governed or revoked from a single location for all users.
Data Gateway
Local ODBC
data source
Simple configuration
Installation Single machine Per machine
Connectivity Local and remote Local only
Connections limit Limited by License Unlimited
Central data access
Central access control
More flexible cost

To achieve this, you must first create a data source in the Data Gateway (server-side) and then create an ODBC data source in Alteryx (client-side) to connect to it.

Let's not wait and get going!

Create Zoom data source in the gateway

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

  1. Search for gateway in the Windows Start Menu and open ZappySys Data Gateway Configuration:

    Open ZappySys Data Gateway Service Manager

  2. 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
    Data Gateway - Add User

  3. 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
    ZoomDSN
    ZappySys API Driver
    Data Gateway - Add data source

  4. When the ZappySys API Driver configuration window opens, go back to ODBC Data Source Administrator where you already have the Zoom ODBC data source created and configured, and follow these steps on how to Import data source configuration into the Gateway:

    • Open ODBC data source configuration and click Copy settings:
      ZappySys API Driver - Configuration [Version: 2.0.1.10418]
      ZappySys API Driver - Zoom
      Read and write Zoom data effortlessly. Integrate, manage, and automate meetings, users, accounts, and invitations — almost no coding required.
      ZoomDSN
      Copy connection string for ODBC application
    • The window opens, telling us the connection string was successfully copied to the clipboard: Successful connection string copying for ODBC application

    • Then go to Data Gateway configuration and in data source configuration window click Load settings:

      ZoomDSN
      ZappySys API Driver - Configuration [Version: 2.0.1.10418]
      ZappySys API Driver - Zoom
      Read and write Zoom data effortlessly. Integrate, manage, and automate meetings, users, accounts, and invitations — almost no coding required.
      ZoomDSN
      Load configuration in ZappySys Data Gateway data source
    • Once a window opens, just paste the settings by pressing CTRL+V or by clicking right mouse button and then Paste option.

  5. Once done, go to the Network Settings tab and Add a firewall rule for inbound traffic:

    Data Gateway - Add firewall rule for inbound connections
    • This will initially allow all inbound traffic.
    • Click Edit IP filters to restrict access to specific IP addresses or ranges.

  6. 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:

    ZappySys Data Gateway - Save Changes
    Skipping this step may cause the new settings to fail, preventing you from connecting to the data source.

Create ODBC data source to connect to the gateway

In this part we will create an ODBC data source to connect to the ZappySys Data Gateway from Alteryx. To achieve that, let's perform these steps:

  1. Search for odbc and open the ODBC Data Sources (64-bit):

    Open ODBC Data Source

  2. Create a User data source (User DSN) based on the ODBC Driver 17 for SQL Server driver:

    ODBC Driver 17 for SQL Server
    Create new User DSN for ODBC Driver 17 for SQL Server
    If you don't see the ODBC Driver 17 for SQL Server driver in the list, choose a similar version.

  3. Then set a Name for the data source (e.g. Gateway) and the address of the Data Gateway:

    ZappySysGatewayDSN
    localhost,5000
    ODBC driver for SQL Server - Setting hostname and port
    Make sure you separate the hostname and port with a comma, e.g. localhost,5000.

  4. Proceed with the authentication part:

    • Select SQL Server authentication
    • In the Login ID field enter the user name you created in the Data Gateway, e.g., john
    • Set Password to the one you configured in the Data Gateway
    ODBC driver for SQL Server - Selecting SQL Authentication

  5. Then set the default database property to ZoomDSN (the one we used in the Data Gateway):

    ZoomDSN
    ZoomDSN
    ODBC driver for SQL Server - Selecting database
    Make sure to type the data source name manually or copy/paste it directly into the field. Using the dropdown might fail because the Trust server certificate option is not enabled yet (next step).

  6. Continue by checking the Trust server certificate option:

    ODBC driver for SQL Server - Trusting certificate

  7. Once you do that, test the connection:

    ODBC driver for SQL Server - Testing connection

  8. If the connection is successful, everything is good:

    ODBC driver for SQL Server - Testing connection succeeded

  9. Done!

We are ready to move to the final step. Let's do it!

Access data in Alteryx via the gateway

Finally, we are ready to read data from Zoom in Alteryx via the Data Gateway. Follow these final steps:

  1. Go back to Alteryx.

  2. Drag an Input Data tool onto your Alteryx canvas.

    Drag Input Data tool onto Alteryx canvas

  3. In the Configuration pane, click Set Up a Connection.

    Set Up a Connection in Alteryx Input Data configuration

  4. Note for DCM Users: If your environment has DCM (Data Connection Manager) enabled, the classic "Generic ODBC" icon may be hidden. To find it, select Data sources on the left and type "ODBC" in the search bar.

  5. Once the ODBC window opens, click Connect Asset and select your ZappySysGatewayDSN DSN from the list.

    Connect Asset and select ODBC DSN in Alteryx
    Ensure you have configured a 64-bit System DSN in the Windows ODBC Data Source Administrator before this step.

  6. Read the data the same way we discussed at the beginning of this article.

  7. That's it!

Now you can connect to Zoom data in Alteryx via the Data Gateway.

If you are asked for authentication details, use Database authentication, SQL authentication or Basic authentication option and enter the credentials you used when configuring the Data Gateway, e.g. john and your password.

Supported Zoom Connector actions

Got a specific use case in mind? We've mapped out exactly how to perform a variety of essential Zoom operations directly in Alteryx, 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 Zoom in Alteryx and integrate data without writing complex code — all of this was powered by Zoom 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):

Download Chat

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