Integrate Zoho CRM Data in Pentaho Data Integration

The CData JDBC Driver for Zoho CRM enables access to live data from data pipelines. Pentaho Data Integration is an Extraction, Transformation, and Loading (ETL) engine that data, cleanses the data, and stores data using a uniform format that is accessible.This article shows how to connect to Zoho CRM data as a JDBC data source and build jobs and transformations based on Zoho CRM data in Pentaho Data Integration.

Configure to Zoho CRM Connectivity

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.

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.

When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Below is a typical JDBC URL:

jdbc:zohocrm:InitiateOAuth=GETANDREFRESH;

Save your connection string for use in Pentaho Data Integration.

Connect to Zoho CRM from Pentaho DI

Open Pentaho Data Integration and select "Database Connection" to configure a connection to the CData JDBC Driver for Zoho CRM

1. Click "General"
2. Set Connection name (e.g. Zoho CRM Connection)
3. Set Connection type to "Generic database"
4. Set Access to "Native (JDBC)"
5. Set Custom connection URL to your Zoho CRM connection string (e.g.
   

   jdbc:zohocrm:InitiateOAuth=GETANDREFRESH;

6. Set Custom driver class name to "cdata.jdbc.zohocrm.ZohoCRMDriver" 👁 Configuring the JDBC Driver connection.
   
7. Test the connection and click "OK" to save. 👁 Saving the connection.
   

Create a Data Pipeline for Zoho CRM

Once the connection to Zoho CRM is configured using the CData JDBC Driver, you are ready to create a new transformation or job.

1. Click "File" >> "New" >> "Transformation/job"
2. Drag a "Table input" object into the workflow panel and select your Zoho CRM connection. 👁 Configuring the Table input object
   
3. Click "Get SQL select statement" and use the Database Explorer to view the available tables and views. 👁 Selecting data (QuickBooks Online is shown).
   
4. Select a table and optionally preview the data for verification. 👁 Previewing the data (QuickBooks Online is shown).
   

At this point, you can continue your transformation or jb by selecting a suitable destination and adding any transformations to modify, filter, or otherwise alter the data during replication.

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Zoho CRM and start working with your live Zoho CRM data in Pentaho Data Integration today.