Import Zoho CRM Data into the Power BI Service for Visualizations

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to Zoho CRM data for visualizations, dashboards, and more. This article shows how to connect to Zoho CRM in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Zoho CRM data in the Power BI service.

Configure Zoho CRM Connectivity for Power BI Service

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

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
   

With the connection configured, you are ready to connect to Zoho CRM data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Zoho CRM in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect AI account 👁 Authenticating with Connect AI
   
3. After signing in, click "Connect" 👁 Connecting to Connect AI
   
4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
   
5. Click Load to establish the connection to your Zoho CRM data from Power BI
6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Zoho CRM Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report. 👁 Select a dataset
   
5. Choose fields and visualizations to add to your report. 👁 Visualizing Zoho CRM data in the Power BI service
   

Live Access to Zoho CRM Data from Cloud Applications

Now you have a direct connection to live Zoho CRM data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Zoho CRM data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.