Use the CData ODBC Driver for Zoho CRM in SAS for Real-Time Reporting and Analytics

SAS is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics. When you pair SAS with the CData ODBC Driver for Zoho CRM, you gain database-like access to live Zoho CRM data from SAS, expanding your reporting and analytics capabilities. This article explains how to create a library for Zoho CRM in SAS and create a simple report based on real-time Zoho CRM data.

The CData ODBC Driver offers unmatched performance for interacting with live Zoho CRM data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS 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 (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can easily visualize and analyze Zoho CRM data in SAS.

Connect to Zoho CRM as an ODBC Data Source

Information for connecting to Zoho CRM follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Zoho CRM must be installed on the machine hosting the SAS System).

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.

When you configure the DSN, 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.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Zoho CRM in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData ZohoCRM Sys]
Driver = CData ODBC Driver for Zoho CRM
Description = My Description
InitiateOAuth = GETANDREFRESH

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Zoho CRM Library in SAS

Connect to Zoho CRM in SAS by adding a library based on the CData ODBC Driver for Zoho CRM.

1. Open SAS and expand Libraries in the Explorer pane.
2. In the Active Libraries window, right-click and select New.
3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
4. Set Data Source to the DSN you previously configured and click OK. 👁 Creating a library for Zoho CRM in SAS.
   

Create a View from a Zoho CRM Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live Zoho CRM data for reports, charts, and analytics.

Using the Query Tool

1. In SAS, click Tools -> Query
2. Select the table sources and the table(s) you wish to pull data from. Then, click OK. 👁 Selecting table(s) to visualize.
   
3. Select columns and right-click to add filtering, ordering, grouping, etc. 👁 Selecting columns(s) to visualize and configuring the query.
   
4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK. 👁 Create a local view to work with Zoho CRM data.
   

Using PROC SQL

1. In SAS, navigate to the Editor window.
2. Use PROC SQL to query the data and create a local view.
   NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.

   proc sql;
    create view accounts_view as
    select 
    account_name, 
    annual_revenue 
    from 
    odbclib.accounts 
    where 
    Industry = 'Data/Telecom OEM';
   quit;
   

3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Zoho CRM Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Zoho CRM data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

1. In SAS, navigate to the Editor window.
2. Use PROC PRINT to print an HTML report for the Zoho CRM Accounts data.

   proc print data=accounts;
    title "Zoho CRM Accounts Data";
   run;
   

   👁 A simple Zoho CRM data report.
   

Print a Chart

1. In SAS, navigate to the Editor window.
2. Use PROC GCHART to create a chart for the Accounts data.

   proc gchart data=accounts;
    pie account_name / sumvar=annual_revenue
    value=arrow
    percent=arrow
    noheading
    percent=inside plabel=(height=12pt)
    slice=inside value=none
    name='AccountsChart';
   run;
   

   👁 A simple Zoho CRM data chart.