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URL: https://www.cdata.com/kb/tech/zohoinventory-cloud-powerapps.rst

⇱ Integrate Live Zoho Inventory Data into Custom Business Apps Built in Power Apps


Integrate Live Zoho Inventory Data into Custom Business Apps Built in Power Apps

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Zoho Inventory data and integrate live Zoho Inventory data into apps built in Microsoft Power Apps.

Power Apps is a service for building and using custom business apps that connect to your data and work across the web and mobile β€” without the time and expense of custom software development. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Zoho Inventory data from the apps you build using Power Apps. This article shows how to connect to Connect AI from Power Apps and build an app based on live Zoho Inventory data.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Zoho Inventory, allowing you to easily integrate with live Zoho Inventory data in Power Apps β€” without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Apps and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Zoho Inventory, leveraging server-side processing to quickly return Zoho Inventory data.

Configure Zoho Inventory Connectivity for Power Apps

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Zoho Inventory" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to Zoho Inventory.

    In order to connect to Zoho Inventory, set the following connection properties:

    • OrganizationId: set this to the ID associated with your specific Zoho Inventory organization
    • InitiateOAuth: set the to "GETANDREFRESH"
    • AccountsServer (Optional): set this full Account Server URL (only when manually refreshing the OAuth token)

    The connectors use OAuth to authenticate with Zoho Inventory. For more information, refer to the Getting Started section of the Help documentation.

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Zoho Inventory Connection page and update the User-based permissions. πŸ‘ Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. πŸ‘ Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Zoho Inventory data from Power Apps.

Connecting to CData Connect AI

To use Connect AI to integrate Zoho Inventory data into your Power Apps, you need a new SQL Server connection:

  1. Log in to Power Apps
  2. Click Dataverse -> Connections -> New connection
  3. Select SQL Server πŸ‘ Creating a new SQL Server Connection
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to tds.cdata.com,14333
    • Set SQL database name to the name of the Zoho Inventory connection (e.g. ZohoInventory1)
    • Set Username to a Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    • Click Create πŸ‘ Connecting to Connect AI

Building a Data-Centric App for Zoho Inventory Data

With the connection to Connect AI configured, you are ready to integrate live Zoho Inventory data into the apps you build in Power Apps.

  1. Log in to Power Apps
  2. Click Create and select "SQL" πŸ‘ Creating a new app from data
  3. Select the SQL Server connection you created
  4. Search for or choose a table to work with
  5. Click Connect πŸ‘ Connecting to Zoho Inventory data
  6. Customize the newly created app just like you would any other, including changing the layout and setting the fields exposed in BrowseScreen, DetailScreen, and EditScreen πŸ‘ Customizing the Zoho Inventory data app

At this point, you have an app with read and write access to live Zoho Inventory data that you can save and publish for use within your organization.

SQL Access to Zoho Inventory Data from Cloud Applications

Now you have a direct connection to live Zoho Inventory data from Microsoft Power Apps. You can create more connections and apps to drive business β€” all without replicating Zoho Inventory data.

To get real-time 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.