Connect to Zoho CRM Data in the Denodo Platform

Denodo Platform is a data virtualization product providing a single point of contact for enterprise database data. When paired with the CData JDBC Driver for Zoho CRM, Denodo users can work with live Zoho CRM data alongside other enterprise data sources. This article explains how to create a virtual data source for Zoho CRM in the Denodo Virtual DataPort Administrator.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Zoho CRM data. When you issue complex SQL queries to Zoho CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Zoho CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Zoho CRM data using native data types.

Create the Zoho CRM Virtual Port

To connect to live Zoho CRM data from Denodo, you need to copy the JDBC Driver JAR file to the external library directory for Denodo and create a new JDBC Data Source from the Virtual DataPort Administrator tool.

1. Download the CData JDBC Driver for Zoho CRM installer, unzip the package, and run the JAR file to install the driver.
2. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for Zoho CRM\lib\) to the Denodo external library directory (C:\Denodo\Denodo Platform\lib-external\jdbc-drivers\cdata-zohocrm-19).
3. Open the Denodo Virtual DataPort Administrator tool and navigate to the Server Explorer tab.
4. Right-click "admin" and select New -> Data source -> JDBC. 👁 Creating a new JDBC data source.
   
5. Configure the JDBC Connection:
   • Name: your choice, e.g.: zohocrm
   • Database adapter: Generic
   • Driver class path: C:\Denodo\Denodo Platform\lib-external\jdbc-drivers\cdata-zohocrm-19
   • Driver class: cdata.jdbc.zohocrm.ZohoCRMDriver

   • Database URI: Set this to a JDBC URL using the necessary connection properties. For example,

     jdbc:zohocrm:InitiateOAuth=GETANDREFRESH;

     👁 Configuring the JDBC connection (NetSuite is shown).
     

     Information on creating the Database URI follows:

     Built-In Connection String Designer

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

     	java -jar cdata.jdbc.zohocrm.jar
     	

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

     The connector is already registered with Zoho CRM as an OAuth application. As such, OAuth Credentials are embedded by default. If you would prefer to use your own custom OAuth app, see the Custom Credentials section in the Help documentation.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     
6. Click the "Test connection" button to confirm the configuration and click Save.

View Zoho CRM Data in the VirtualPort Administrator Tool

After creating the data source, you can create a base view of Zoho CRM data for use in the Denodo Platform.

1. Click the "Create base view" button in the newly created VirtualPort (admin.ZohoCRM).
2. Expand the object tree and select the objects (tables) you wish to import. 👁 Selecting objects to import (NetSuite is shown).
   
3. Click the "Create selected" button to create views of the Zoho CRM data.
   Optional: Click "Create associations from foreign keys" to define relationships between the objects.
4. With the view(s) created, navigate to a table (cdata_zohocrm_accounts) in the Server Explorer and double-click the selected table.
5. In the new tab, click "Execution panel" to open a query panel.
6. Customize the query in the "Execute" tab or use the default:

   SELECT * FROM cdata_zohocrm_accounts CONTEXT ('i18n'='us_est', 'cache_wait_for_load'='true')
   

   👁 Configuring the query to view the data.
   
7. Click Execute to view the data. 👁 Viewing the data.
   

With the base view created, you can now work with live Zoho CRM data like you would any other data source in Denodo Platform, for example, querying Zoho CRM in the Denodo Data Catalog.

Download a free, 30-day trial of the CData JDBC Driver for Zoho CRM and start working with your live Zoho CRM data in Denodo Platform. Reach out to our Support Team if you have any questions.