Forum Discussion
Connection Zoho CRM to Power BI
I am trying to pull datasets from Zoho CRM into Power BI what is the best way to accomplish this goal. I only want to use Power BI and Zoho. I am not trying to pay for another tool. I just want to know if this is possible and what is needed to accomplish this goal
Hi zmorlan ,
As far as I know, Zoho CRM provides RestAPI, and you can use that to pull the data.
For reference:
Connecting to APIs with Power BI (Power Query)–Part 1 of 2
Using a REST API as a data source
And Power BI provide a Zoho Creator connector to get data.
Best Regards,
Rico ZhouIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
Hi zmorlan ,
As far as I know, Zoho CRM provides RestAPI, and you can use that to pull the data.
For reference:
Connecting to APIs with Power BI (Power Query)–Part 1 of 2
Using a REST API as a data source
And Power BI provide a Zoho Creator connector to get data.
Best Regards,
Rico ZhouIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
ArynaPost Partisan
Hi zmorlan , you can use Power BI connector for this integration. Here is one of the providers: https://vidi-corp.com/zoho-books-connector-to-power-bi-tableau-looker-studio/
You can export data from Zoho CRM to CSV and import it into Power BI manually. Or try Skyvia free plan for syncing data directly.
