Setting up Scheduled refreshes from Data in Zoho CRM

[rainynights]

Hi everyone, first-time poster in the Power BI community!

I've been using PBI for about a month or so. I've come across a problem that's right now being a major bottleneck in most of my dashboard's effectiveness.

My company stores a lot of its Data in the Zoho CRM. It also stores some of its data on a mysql database, and on aws' web services. These tend to be easier to connect to. However, the data on Zoho CRM is extremely difficult to set up a path/gateway to (would be lovely if someone could explain all that terminology to me too!). What i've been doing so far is manually downloading the data on the Zoho CRM and supplying it into a folder where PBI receives its info from. However, this is not a practical solution in the long-term.

Eager to hear from anyone else who's successfully set up refreshes of data from Zoho CRM.

[dax · Accepted solution]

Hi rainynights,

It seems that there is no built-in connector in powerbi for Zoho CRM, you might need to download the third-part connector and gateway to achieve this goal. You could refer  to Author and Share Power BI Reports on Real-Time Zoho CRM Data for details.

Best Regards,
Zoe Zhi

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