Bold BI dashboard designer supports connecting Zoho CRM web services through REST API.
To configure the Zoho CRM data source, follow the below steps:
Click the Data Sources button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection panel.
Select the Zoho CRM connection in the connection panel.
NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page.
Use the following steps to authenticate with Zoho CRM web service:
Click the data source, you will be prompted with a login window. Enter the credentials of your Zoho CRM account to authorize.
Click Allow in the authorization window to accept the scopes requested by Bold BI dashboards.
NOTE: If the permission is denied, the account will not be accessible from the dashboard.
Set a name to identify the account and click Next.
You have now successfully authorized your connection. Click Connect to continue with the data source connection.
To connect via already connected account, refer to Connected Accounts.
NOTE: To connect to another account, click Connect New Account.
After successful authentication, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create Zoho CRM data source:
Enter a name and description (optional) for the data source.
Click the Endpoints dropdown and choose the required endpoint.
Click the custom URL if you want to enter the URL manually. Refer to the Zoho CRM API documentation for more details.
Select the GET method for the REST API in the Method combo box.
In Max Rows, enter the maximum number of rows to be fetched from the Zoho CRM data source. This value is used to fetch the data from the Zoho CRM data source via pagination.
Choose a time interval for Refresh Settings using the combo box to trigger the Rest API request periodically to keep the data in sync with our dashboard.
Select the JSON data type in the Data Format combo box.
The authentication type will be set to Zoho CRM automatically since the OAuth is used for authenticating with the Zoho CRM account.
You can also edit the connection information set here using the Edit Connection option.
|Max Rows||Most of the REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.|
|Refresh Settings||Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date. If you do not want to sync your new data, choose ‘Never’.|
Fetch data about specific user - Sample URL
Replace it in the URL to query a particular role.
Click Preview & Connect to connect with the configurations set.
The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from Zoho CRM Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in grid for preview. Select required schema(s) from treeview to use in designer and click Connect.
Now, the data design view page with selected table schema opens. Drag and drop the table.
Click Save to save the data source with a relevant name.
If you have already logged into the account and authenticated with web data source, the account information will be listed here. You can select one of the accounts or connect to a new account by clicking the Connect New Account button.
You can edit, delete, and re-authorize this account from the Connected Accounts page.