![]() To query the linked server, click New Query in the toolbar:Įnter your SQL query in the editor window and click Execute to run the query:Īs a result, you can see the contents of the selected table retrieved directly from the Zoho CRM account you are connected to. The Zoho CRM tables are already available to be fetched. In the Product Name and Data Source fields you need to indicate the System DSN that you've previously created - more info on System DSN setup can be found here. Now you need to input the Linked Server name, e.g. 4 years of experience in Zoho Creator,Zoho CRM,Zoho Books and Zoho One Applications. Make sure to select Microsoft OLE DB Provider for ODBC Drivers: In the appeared Provider Options window, enable the Allow inprocess checkbox: For this, find the MSDASQL provider in the list of Linked Servers and double-click on it Retrieving Data From Zoho CRMĮnsure the Allow inprocess option of MSDASQL OLE DB Provider for ODBC Drivers is enabled. You can now issue distributed queries and access Zoho CRM databases through SQL Server. The linked server will appear under the Linked Servers in the Object Explorer Pane. Alternatively, you can input the ODBC Driver connection string in the Provider field. Not sure if Zoho Creator, or dbForge Studio for SQL Server is the better choice for your needs No problem Check Capterra’s comparison, take a look at features, product details, pricing, and read verified user reviews. In the Data source field, enter the name of your DSN, e.g. ![]() Choose Microsoft OLE DB Provider for ODBC Drivers in the Provider drop-down list.Under Server type, select Other data source.Give a name for your server in the Linked server field.Configure your linked server in the dialog box:.In the Object Explorer pane, expand the Server Objects, right-click on Linked Servers and then click on New Linked Server.Start your Management Studio and choose your SQL Server instance.You can follow the steps to create a linked server for Zoho CRM in SQL Server Management Studio by using Object Explorer: How to configure a SQL Server Linked Server to connect to Zoho CRM ![]() The ability to work with diverse data sources in the same way.The ability to run distributed queries on heterogeneous data sources across the organization.The ability to connect other database instances on the same or remote server.You can create a linked server with one of these methods: by using the options in the Object Explorer or by executing stored procedures.īelow are major advantages of using SQL Server Linked Servers to connect to Zoho CRM: With linked servers, you can execute commands against different data sources such as Zoho CRM and merge them with your SQL Server database. Linked Server is a tool of MS SQL Server that allows to execute distributed queries to refer tables stored on non-SQL Server datbase in a single query. You can use the Microsoft SQL Server Management Studio to connect your Zoho CRM data to an SQL Server instance. NET Framework 4.5 must be installed on the computer.Ĭonnecting to Zoho CRM from SQL Server Management Studio using ODBC Driver for Zoho CRM ODBC Driver for Zoho CRM and SQL Server must be installed on the same computer.Otherwise, configure the driver using the 32-bit version of ODBC Administrator - launch it from %windir%\SysWOW64\odbcad32.exe. For example, if you are using 64-bit SQL Server Management Studio on 64-bit Windows platform, then configure the 64-bit version of the driver using ODBC Administrator launched from %windir%\system32\odbcad32.exe. The driver, studio, and SQL Server must be of the same bitness.Refer to the Driver Configuration article to learn how to configure a System DSN The data source must be a configured system DSN. ![]() You can even easily get started with one of our many Actiondesk Zoho CRM templates.In order to avoid incorrect integration with MS SSMS, the working environment must meet the following conditions: If you're looking for a more solid solution, check out Actiondesk, you can try it for free. The overwhelming feedback we got from the market is that these solutions are not reliable and you always have to debug them yourself. While writing a script or using a Google Sheets Add-On can be a good one-off solution, they're usually not durable. Users used to Google Sheets and Excel will be able to learn Actiondesk very quickly. You can access your company key data without code or writing SQL, you'll just need basic spreadsheet skills.Īctiondesk looks like a spreadsheet and works like a spreadsheet. Actiondesk is the easiest way for startup teams to make better decisions with their data. If that's the case, you should try out Actiondesk. The reason you want to push Zoho CRM data to Google Sheets is probably that you want to make this data accessible to team members who are comfortable in a spreadsheet But if you’re adding third party software to your spreadsheet anyway, there’s a better way
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