Query Zoho CRM Data as a SQL Server Database in Node.js

You can use CData Connect Cloud to query Zoho CRM data through a SQL Server interface. Follow the procedure below to create a virtual database for Zoho CRM in Connect Cloud and start querying using Node.js.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Zoho CRM, allowing you to easily query live Zoho CRM data in Node.js — without replicating the data to a natively supported database. As you query data in Node.js, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Zoho CRM, leveraging server-side processing to quickly return Zoho CRM data.

Configure Zoho CRM Connectivity for NodeJS

Connectivity to Zoho CRM from NodeJS is made possible through CData Connect Cloud. To work with Zoho CRM data from NodeJS, we start by creating and configuring a Zoho CRM connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Zoho CRM" from the Add Connection panel
3. Zoho CRM uses OAuth to authenticate. Click "Sign in" to authenticate with Zoho CRM.
4. Navigate to the Permissions tab in the Add Zoho CRM Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
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, you are ready to connect to Zoho CRM data from Node.js.

Query Zoho CRM from Node.js

The following example shows how to define a connection and execute queries to Zoho CRM with the SQL Server module. You will need the following information:

• server: tds.cdata.com
• port: 14333
• user: a Connect Cloud user (e.g. user@mydomain.com)
• password: the PAT for the above user
• database: The connection you configured for Zoho CRM (ZohoCRM1)

Connect to Zoho CRM data and start executing queries with the code below:

var sql = require('mssql')
var config = {
	server: 'tds.cdata.com',
	port: 14333, 
	user: 'user@mydomain.com', //update me
	password: 'CONNECT_USER_PAT', //update me	
	options: {
		encrypt: true,
		database: 'ZohoCRM1'
	}
}

sql.connect(config, err => { 
    if(err){
        throw err ;
    }
    new sql.Request().query('SELECT * FROM Accounts', (err, result) => {
        console.dir(result)
    })
        
});

sql.on('error', err => {
    console.log("SQL Error: " ,err);
})