Forum Discussion
Zoho CRM Power BI
Hello,
can someone show me the steps on how to connect Zoho CRM to Power BI?
I know we have to use an API but I never had to use one before so I am completely lost on how I should approach it.
I have tried the Zoho CRM guideline but it is just as confusing. It will be great if one of you can assist me in this matter.
HI ameizan,
I check on the power bi desktop side and find it existed the zoho creator connector, perhaps you can use this to getting data and it should simple than use API to getting data.
You can take a look at the following link about use that connector:If the above connector not suitable for your requirement, you can also try to use web connector to getting with anonymous mode. (authorization setting should be include in the request header or body part)
Solved: Pull data from a REST API Authentication - Microsoft Fabric Community
Regards,
Xiaoxin Sheng
2 Replies
HI ameizan,
I check on the power bi desktop side and find it existed the zoho creator connector, perhaps you can use this to getting data and it should simple than use API to getting data.
You can take a look at the following link about use that connector:If the above connector not suitable for your requirement, you can also try to use web connector to getting with anonymous mode. (authorization setting should be include in the request header or body part)
Solved: Pull data from a REST API Authentication - Microsoft Fabric Community
Regards,
Xiaoxin Sheng
ArynaPost Partisan
Hi ameizan , you can try Power BI connectors for Zoho. Here is an example: https://vidi-corp.com/zoho-books-connector-to-power-bi-tableau-looker-studio/