Analyze Zoho CRM Data in Infragistics Reveal

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect AI. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Zoho CRM data. In this article, we will guide you through the process of connecting to Zoho CRM via Connect AI and subsequently linking Connect AI with Infragistics Reveal to construct a straightforward dashboard.

Connect to Zoho CRM from Infragistics Reveal

To work with live Zoho CRM data in Infragistics Reveal, we need to connect to Zoho CRM from Connect AI, provide user access to the connection, and create a Workspace for the Zoho CRM data.

Connect to Zoho CRM from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

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

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

3. Zoho CRM uses OAuth to authenticate. Click "Sign in" to authenticate with Zoho CRM. 👁 Authenticating with OAuth (Salesforce is shown).
   
4. Navigate to the Permissions tab in the Add Zoho CRM 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.

Configure Zoho CRM Endpoints for Infragistics Reveal

After connecting to Zoho CRM, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
   👁 Adding a new Workspace.
   
2. Click Add to add new assets to the Workspace.
3. Select the Zoho CRM connection (e.g. ZohoCRM1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
   
4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
   
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Zoho CRM data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect AI configured, we can visualize Zoho CRM data in Reveal.

1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
   
2. Click Data Sources -> OData Feed 👁 Adding a new OData data source
   
3. Specify the Connect AI OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name} 👁 Configuring the OData URL
   
4. Select Generic Credentials and
   • Set Username to a Connect AI username (e.g. [email protected])
   • Set Password to the PAT for the user
   👁 Configuring the credentials
   
5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
   
6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)
   

More Information & Free Trial

At this point, you have created a simple dashboard from live Zoho CRM data. For more information on creating OData feeds from Zoho CRM (and more than 100 other sources), visit the Connect AI page. Sign up for a free trial and start working live Zoho CRM data in tools that consume OData APIs.