Zoom Connector for MS Excel In this article you will learn how to integrate Zoom data in MS Excel without coding in just a few clicks (live / bi-directional connection to Zoom). Zoom Connector can be used to integrate Zoom REST API in your App / BI Tools. You can read/write data about Meetings, Invite, Users, Accounts and more.. Using Zoom Connector you will be able to connect, read, and write data from within MS Excel. Follow the steps below to see how we would accomplish that. Download Documentation The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

Connect to Zoom in other apps Connect to Zoom in SSIS Connect to Zoom in SQL Server Connect to Zoom in Power BI Connect to Zoom in SSRS Connect to Zoom in Informatica Connect to Zoom in MS Access Connect to Zoom in SSAS Connect to Zoom in C# Connect to Zoom in Python Connect to Zoom in JAVA Connect to Zoom in Tableau Connect to Zoom in SAP Crystal Reports Connect to Zoom in Azure Data Factory (Pipeline) Connect to Zoom in Azure Data Factory (SSIS) Connect to Zoom in Talend Studio Connect to Zoom in UiPath Connect to Zoom in PowerShell Connect to Zoom in ODBC

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

Step-by-step instructions

To get data from Zoom using MS Excel we first need to create a DSN (Data Source) which will access data from Zoom. We will later be able to read data using MS Excel. Perform these steps:

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

3. Create a User Data Source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.

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

   

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 Authentication [OAuth]

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

   Steps to get Zoom Credentials : OAuth Authentication [OAuth]
   

   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 :
      • meeting:read;
      • meeting:write;
      • user:read;
      • user:write;
      • user_info:read;
      • meeting:read:admin;
      • 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
   9. Click Generate Token button on Connection Manager UI to generate tokens.
   10. That's it!

   Fill in all required parameters and set optional parameters if needed:

   ZoomDSN

   Zoom

   OAuth Authentication [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	Fill in the parameter...
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

6. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
   

7. Click OK to finish creating the data source.

Video instructions

Read data in Excel from the DSN

1. In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from ODBC data source we created:
   

2. A small window opens, then simply select the data source you created in previous steps:

   ZoomDSN

   

3. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

   ZoomDSN

   

4. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
   

5. Finally, finally, use data extracted from Zoom API in an Excel worksheet:
   

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
   

2. Enter the desired Procedure name and click on OK:
   

3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
   Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
   

   CREATE PROCEDURE [usp_get_orders]
       @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
    AS
       SELECT * FROM Orders where OrderDate >= '<@fromdate>';
   

   
   

4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
   

   Exec usp_get_orders '1996-01-01';

   
   

5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

   
   

6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
   

2. Enter the desired Table name and click on OK:
   

3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
   Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
   

   SELECT
     "ShipCountry",
     "OrderID",
     "CustomerID",
     "EmployeeID",
     "OrderDate",
     "RequiredDate",
     "ShippedDate",
     "ShipVia",
     "Freight",
     "ShipName",
     "ShipAddress",
     "ShipCity",
     "ShipRegion",
     "ShipPostalCode"
   FROM "Orders"
   Where "ShipCountry"='USA'

   
   

5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
   

   SELECT * FROM "vt__usa_orders_only"

   
   

6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
   As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
   

   SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

   
   

7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
   

Actions supported by Zoom Connector

Zoom Connector Examples for MS Excel Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

SELECT * FROM Users

SELECT * FROM UserSettings
WITH(
  UserId='me' -- enter user id or email
)
--You can get UserId by selecting from 'list_users' endpoint and also this value available as dropdown value for UserId parameter.

SELECT *  FROM Meetings 
WITH(
  UserId ='me' -- enter user id or email
)
--You can get UserId by selecting from 'list_users' endpoint and also this value available as dropdown value for UserId parameter.

SELECT * FROM Meetings Where id=1234
--You can get id by selecting from 'list_meetings' endpoint and also this value available as dropdown value for MeetingId parameter.

SELECT * FROM MeetingRegistrants
WITH(
  MeetingId='1234'
)
--You can get MeetingId by selecting from 'list_meetings' endpoint and also this value available as dropdown value for MeetingId parameter.

SELECT * FROM PastMeetingRegistrants
				
			WITH(
					  MeetingId='123456'
				)
				--You can get MeetingId by selecting from 'list_meetings' endpoint and also this value available as dropdown value for MeetingId parameter.

SELECT * FROM RegistrationQuestions

				WITH(
					  MeetingId='123456'
				)
				--You can get MeetingId by selecting from 'list_meetings' endpoint and also this value available as dropdown value for MeetingId parameter.

SELECT *  FROM Webinars
				
				WITH(
					  UserId='test' -- enter user id or email
				)
				--You can get UserId by selecting from 'list_users' endpoint and also this value available as dropdown value for UserId parameter.

SELECT * FROM [WebinarRegistrants]
					WITH(
				 WebinarId='123456'
				)
				--You can get WebinarId by selecting from 'list_webinars' endpoint and also this value avialable as dropdown value for MeetingId parameter.

SELECT * FROM Webinars Where id=1234
				--You can get id by selecting from 'list_webinars' endpoint and also this value available as dropdown value for WebinarId parameter.

SELECT * FROM WebinarSettings

					WITH(
						  WebinarId='85463711883'
					)
				--You can get WebinarId by selecting from 'list_webinars' endpoint and also this value available as dropdown value for WebinarId parameter.

Conclusion

In this article we discussed how to connect to Zoom in MS Excel and integrate data without any coding. Click here to Download Zoom Connector for MS Excel and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Zoom Connector for MS Excel Documentation 

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Build your own Custom API Connector

Download Zoom Connector for MS Excel Documentation

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