Connect to Zoho CRM Data in DBArtisan

The CData ODBC Driver for Zoho CRM seamlessly integrates Zoho CRM data into database management tools like DBArtisan by enabling you to access Zoho CRM data as a database. This article shows how to create an data source for Zoho CRM in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Zoho CRM Data into DBArtisan Projects

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.

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.

You can then follow the steps below to register Zoho CRM data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic ODBC.
3. Enter a name for the data source and select the DSN.
4. Finish the wizard to connect to Zoho CRM data. Zoho CRM entities are displayed in the Datasource Explorer.

You can now work with Zoho CRM data as you work with any other database. See the driver help documentation for more information on the queries supported by the Zoho CRM API.