Onboarding Data from Zoho CRM

Creating a Zoho CRM Source

For creating a Zoho CRM source, see $link[page,316784,auto$]. Ensure that the Source Type selected is Zoho CRM.

To enable OAuth, see $link[page,316784,Enabling OAuth for CDATA Drivers,enabling-oauth-for-cdata-drivers].

For configuring a Zoho CRM Table, see $link[page,316784,Configuring a Table,configuring-a-table].

Embedded OAuth Parameter Settings

You can connect to the CDATA driver without setting any connection properties for your user credentials.

Set the following embedded OAuth parameter:

Custom OAuth Parameter Settings

Set the following parameters to authenticate with the credentials for a Custom OAuth app:

Zoho CRM Configurations

Once the settings are saved, you can test the connection.

Configuring a Zoho CRM Table

For configuring a Zoho CRM table:

• Click the Configure Tables tab.
• Click on the required table from the list of tables available for the source.
• Provide the ingestion configuration details.

Establishing a Connection

To create a JDBC URL, see Establishing a Connection.

Data Model

The tables and views supported by the source are described in the Data Model.

JDBC Connection Parameters

For the list of JDBC connection parameters, see Connection Parameters.