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danielveloso92
Frequent Visitor

Zoho CRM API and Power Query

Hi People,

 

Have somebody ever connected to ZOHO CRM api trhough Power Query? 

 

Best Regards

Daniel

1 ACCEPTED SOLUTION
v-frfei-msft
Community Support
Community Support

Hi @danielveloso92 ,

 

Based on my research, we can use costom connector to work on it. Please refer to the third - party case here.

https://www.pbiusergroup.com/communities/community-home/digestviewer/viewthread?GroupId=547&MessageK...

 

BTW, There is an idea about that you can vote it up to make this feature coming sooner.

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/7023583-zoho-crm

 

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the others find it more quickly.

View solution in original post

2 REPLIES 2
Syndicate_Admin
Administrator
Administrator

With Zoho Projects, I've created a similar (with Zoho Reports). There are API end points for obtaining specific tables in CSV, JSON, etc., through Zoho Reports' API end points Using a Node.js API, they can be loaded into a SQL Azure (runs on a daily croon job which manages refresh).

Connecting to PowerBI - the desktop and web versions - is easy once you've set up Azure SQL.

Because Zoho Reports is integrated with Zoho CRM and other products, it should work similarly.

This is a huge improvement over using IFTTT, which used to call the same Zoho Reports endpoints and store them in a OneDrive for Business folder that could be accessed through PowerBI.

v-frfei-msft
Community Support
Community Support

Hi @danielveloso92 ,

 

Based on my research, we can use costom connector to work on it. Please refer to the third - party case here.

https://www.pbiusergroup.com/communities/community-home/digestviewer/viewthread?GroupId=547&MessageK...

 

BTW, There is an idea about that you can vote it up to make this feature coming sooner.

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/7023583-zoho-crm

 

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the others find it more quickly.

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