Query Zoho Books Data as a SQL Server Database in Node.js

You can use CData Connect AI to query Zoho Books data through a SQL Server interface. Follow the procedure below to create a virtual database for Zoho Books in Connect AI and start querying using Node.js.

CData Connect AI provides a pure MySQL, cloud-to-cloud interface for Zoho Books, allowing you to easily query live Zoho Books data in Node.js — without replicating the data to a natively supported database. As you query data in Node.js, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Zoho Books, leveraging server-side processing to quickly return Zoho Books data.

Configure Zoho Books Connectivity for NodeJS

Connectivity to Zoho Books from NodeJS is made possible through CData Connect AI. To work with Zoho Books data from NodeJS, we start by creating and configuring a Zoho Books connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Zoho Books" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Zoho Books.

   Zoho Books uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section of the Getting Started guide in the Help documentation for an authentication guide.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Zoho Books Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Zoho Books data from Node.js.

Query Zoho Books from Node.js

The following example shows how to define a connection and execute queries to Zoho Books with the SQL Server module. You will need the following information:

• server: tds.cdata.com
• port: 14333
• user: a Connect AI user (e.g. [email protected])
• password: the PAT for the above user
• database: The connection you configured for Zoho Books (ZohoBooks1)

Connect to Zoho Books data and start executing queries with the code below:

var sql = require('mssql')
var config = {
	server: 'tds.cdata.com',
	port: 14333, 
	user: '[email protected]', //update me
	password: 'CONNECT_USER_PAT', //update me	
	options: {
		encrypt: true,
		database: 'ZohoBooks1'
	}
}

sql.connect(config, err => { 
 if(err){
 throw err ;
 }
 new sql.Request().query('SELECT * FROM INVOICES', (err, result) => {
 console.dir(result)
 })
 
});

sql.on('error', err => {
 console.log("SQL Error: " ,err);
})