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Anonymous
Not applicable

Connect to Zoho CRM

Dears, 

 

I'm trying to connect to Zoho CRM, and to be honest with you I'm not able to connect I tried to read the Zoho CRM API document but I'm not getting how to connect.  I have created a CLient ID & Secret ID on Zoho but I'm trying to implement and connect to it through PBI but with no luck. 

 

Any Idea from your experiance? This is very important, please. 

 

 

3 REPLIES 3
Harry33
Helper I
Helper I

You can connect Zoho CRM and Power Bi via Skyvia — the no-coding integration solution. This integration isn't performed directly — Skyvia provides it through a database or cloud data warehouse with automatic schema creation. Then you can connect Power BI to this database or data warehouse easily.

v-yingjl
Community Support
Community Support

Hi @Anonymous ,

You can follow this blog to use web connector to connect which is simliar with this issue:

Integrating data onto Power BI from INSIGHTLY CRM 

 

In addition, you can try to use the third-party connector to connect to Zoho CRM:

Zoho CRM Power BI Connector 

Refer this document:

Author and Share Power BI Reports on Real-Time Zoho CRM Data 

 

Best Regards,
Yingjie Li

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

DataInsights
Super User
Super User

@Anonymous, try the link below:

 

https://community.powerbi.com/t5/Desktop/How-to-connect-Zoho-Project-with-Power-BI/m-p/1085219 





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