How to connect to Zoho Books Data from IntelliJ

The CData JDBC Driver for Zoho Books enables you to access Zoho Books as a JDBC data source, providing integration with rapid development tools in IDEs. This article shows how to use the data source configuration wizard to connect to Zoho Books data in IntelliJ.

Create a JBDC Data Source for Zoho Books

Follow the steps below to add the driver JAR and define connection properties required to connect to Zoho Books data.

1. In the Data Sources window, right-click and then click Add Data Source -> DB Data Source.

2. In the Data Source Properties dialog that appears, the following properties are required:

   • JDBC Driver Files: Click the button next to this menu to add the JDBC Driver file cdata.jdbc.zohobooks.jar, located in the installation directory.
   • JDBC Driver Class: In this menu, select cdata.jdbc.zohobooks.ZohoBooksDriver from the list.

   • Database URL: Enter the connection URL in the JDBC URL property. The URL must start with jdbc:zohobooks: and includes connection properties separated with semicolons.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Zoho Books JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.zohobooks.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     A typical JDBC URL is the following:

     jdbc:zohobooks:OAuthClientId=MyOAuthClientId;OAuthClientSecret=myOAuthClientSecret;CallbackURL=https://localhost:33333;OrganizationId=MyOrganizationId;InitiateOAuth=GETANDREFRESH;

Edit and Save Zoho Books Data

To discover schema information, right-click the data source you just created and click Refresh Tables. To query a table, right-click it and then click Open Tables Editor.