Visualize Zoho CRM Data in Sisense

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Zoho CRM makes it easy to integrate with Zoho CRM data in Sisense. This article shows how to create an ElastiCube that connects to Zoho CRM data and use the ElastiCube to visualize Zoho CRM data in Sisense.

Configure the Connection to Zoho CRM

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Zoho CRM 20XX\lib) or copy the jar file (cdata.jdbc.zohocrm.ZohoCRM.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
3. Click Generic JDBC to open the JDBC settings. 👁 Connecting via JDBC
   
4. Set the connection string property to the JDBC URL for Zoho CRM, adding required properties.

   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.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   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.

   A typical example follows:

   jdbc:zohocrm:InitiateOAuth=GETANDREFRESH;
   

5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.zohocrm.ZohoCRMDriver
7. Leave the username and password properties blank.
8. Click Next. 👁 A configured connection in Sisense (HubSpot is shown).
   

Add Zoho CRM Data to an ElastiCube

Once you are connected to Zoho CRM, you can add tables and views to your ElastiCubes.

1. From the Tables list, select the tables and/or views you wish to work with.
2. (Optional) Click "+" to customize the data you want to import with SQL.
3. Click Done. 👁 Selected tables to add to the ElastiCube
   
4. Click Build to build the ElastiCube for analytics.

Visualize Zoho CRM Data

With Zoho CRM tables added to your ElastiCube, you can perform analytics on your Zoho CRM data.

1. Navigate to the Analytics page of the Sisense application
2. Select a Dashboard (or create a new one)
3. Select your Data Source and click Create 👁 Selecting the newly created ElastiCube
   
4. Click "+ Select Data" and choose fields to add to your visualization. 👁 Visualizing data in Sisense (HubSpot is shown).
   

With the CData JDBC Driver for Zoho CRM, you can access Zoho CRM data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Zoho CRM data in Sisense today!