Use the CData ODBC Driver for Zoho Books in Microsoft Power Query

The CData ODBC Driver for Zoho Books enables you to link to Zoho Books data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Zoho Books data into Microsoft Power Query.

Connect to Zoho Books as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Import Zoho Books Data

Follow the steps below to import Zoho Books data using standard SQL:

1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver:

   Provider=MSDASQL.1;Persist Security Info=False;DSN=CData ZohoBooks Source

3. Enter the SELECT statement to import data with. For example:

    SELECT InvoiceId, InvoiceNumber FROM INVOICES WHERE CustomerName = 'NewTech Industries'
    

   👁 The ODBC connection string and SELECT query. (Salesforce is shown.)
   

4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.

   👁 Tables loaded in Power Query. (Salesforce is shown.)