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Zoho CRM Connections

Note

This feature may not be available in all product editions. For more information on available features, see Compare Editions.

Zoho CRM is an online sales CRM software that manages your sales, marketing, and support in one CRM platform. For more information, see https://www.zoho.com/in/crm/.

Tip

This connection is in early preview. It is read-only and available only in SaaS product editions. For more information on early previews, see Early Preview Connection Types.

Limitations and Requirements

Note

During normal selection or import of an entire table, you may encounter an error indicating a problem with a specific column. Since some tables require filtering based on a particular column, data from them can only be ingested using custom SQL statements. In this case, the problematic column can be used as a filter in the WHERE clause of a custom SQL statement to ingest the table.

  • For more information, please consult the CData driver documentation for the specific table.

  • For more information on using custom SQL, see Create Dataset with SQL.

Note

For filtering date columns, this connection type supports a set of literal functions on dates. You can use these to reduce the volume of data extracted from the database using a custom SQL query. For more information, see the pg_dateliteralfunctions.htm page in the driver documentation for this connection type.

  • OAuth 2.0 authentication is required.

    • You have to create an OAuth 2.0 client in Zoho CRM and register the created OAuth 2.0 client in the Trifacta Application.

  • If your account resides in a different location, then the domain should be changed accordingly (.eu, .in, .com, .au, and so on).

  • You cannot fetch data from Activities and Tasks tables. This is a known issue with the driver.

Create Connection

via Designer Cloud application

When you create the connection, please review the following properties and specify them accordingly:

Connection Property

Description

APIDomain

The region of the URL of the API domain. For example, https://www.zohoapis.in. The APIDomain may vary based on the region.

AccountsServer

The region of the full Account Server URL.For example,https://accounts.zoho.in/. The AccountsServer may vary based on the region.

Connect String options

The following default value sets the connection timeout in seconds:

Timeout=0;

Setting this value to 0 disables timeouts.

OAuth 2.0

The client is displayed.

Note

After you have specified the connection to use OAuth 2.0, click Authenticate to validate the connection with the target datastore . If you have modified the connection, click Re-authenticate to validate the new connection definition. You must re-authenticate if you receive an expired code message. This step is required. For more information, see Enable OAuth 2.0 Authentication.

For more information, see OAuth 2.0 for Zoho CRM.

Default Column Data Type Inference

Leave this value as Enabled.

For more information, see the driver documentation https://cdn.cdata.com/help/CZG/jdbc/default.htm.

Data Type Conversions

For more information, see the driver documentation https://cdn.cdata.com/help/CZG/jdbc/default.htm.

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