How to integrate Zoom with SSAS

Integrate SSAS and Zoom
Integrate SSAS and Zoom

Learn how to quickly and efficiently connect Zoom with SSAS 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 SSAS (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 in ZappySys Data 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. Download and install ODBC PowerPack (if you haven't already).

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

    Open ZappySys Data Gateway Service Manager

  3. 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

  4. 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

  5. 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

  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.

    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

  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 - 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

  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 SSAS 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.

  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 SSAS:

    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).

  10. Click OK to finish creating the data source.

  11. 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.

  12. 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.

Read Zoom data in SSAS cube

With the data source created in the Data Gateway (previous step), we're now ready to read Zoom 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!

  1. Create a new data source: Create new data source in SSAS to read API data
  2. Once a window opens, select Create a data source based on an existing or new connection option and click New...: Connect to ZappySys Data Gateway in SSAS to read API data
  3. 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.
    ZoomDSN
    ZoomDSN
    Configure new data source in SSAS to read API data
    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
  4. Indeed, life is easy again: Test connection to ZappySys Data Gateway in SSAS to read API data

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!

  1. Start by right-clicking on Data Source Views and then choosing New Data Source View...:

    Create new data source view in SSAS to read API data

  2. Select the previously created data source and click Next:

    Connect to ZappySys Data Gateway in SSAS to read API data

  3. Ignore the Name Matching window and click Next.

  4. Add the tables you will use in your SSAS cube:

    Select tables to read API data in 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 Zoom.

  5. Review your data source view and click Finish:

    Successful data source view creation in SSAS

  6. Add the missing table relationships and you're done!

    Create additional table relationships in SSAS to read API data

Create cube

We have a data source view ready to be used by our cube. Let's create one!

  1. Start by right-clicking on Cubes and selecting New Cube... menu item: Create new SSAS cube to read API data
  2. Select tables you will use for the measures: Choose measure tables in SSAS to read API data
  3. And then select the measures themselves: Selecting measures for SSAS cube to read API data
  4. Don't stop and select the dimensions too: Choosing dimensions for SSAS cube to read API data
  5. Move along and click Finish before the final steps: Read API data in SSAS cube
  6. Review your cube before processing it: Read API data in SSAS cube
  7. It's time for the grand finale! Hit Process... to create the cube: Process SSAS cube to read API data
  8. A splendid success! SSAS cube processed to read API data

Execute MDX query

The cube is created and processed. It's time to reap what we sow! Just execute an MDX query and get Zoom data in your SSAS cube:

Execute MDX in SSAS cube to read API data

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 SSAS, 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 SSAS 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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