Connect to Zoho Inventory Data from Filemaker Pro (Mac)

FileMaker Pro is a cross-platform relational database application that allows users to visually modify a database. When paired with CData Connect Cloud, FileMaker Pro gets access to live Zoho Inventory data. This article demonstrates how to connect to Zoho Inventory using Connect Cloud and query Zoho Inventory data in FileMaker Pro.

CData Connect Cloud provides a pure SQL Server interface for Zoho Inventory, allowing you to query data from Zoho Inventory without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Zoho Inventory, leveraging server-side processing to return the requested Zoho Inventory data quickly.

Configure Zoho Inventory Connectivity for FileMaker Pro

Connectivity to Zoho Inventory from FileMaker Pro is made possible through CData Connect Cloud. To work with Zoho Inventory data from FileMaker Pro, we start by creating and configuring a Zoho Inventory connection.

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "Zoho Inventory" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Zoho Inventory.

   In order to connect to Zoho Inventory, set the following connection properties:

   • OrganizationId: set this to the ID associated with your specific Zoho Inventory organization
   • InitiateOAuth: set the to "GETANDREFRESH"
   • AccountsServer (Optional): set this full Account Server URL (only when manually refreshing the OAuth token)

   The connectors use OAuth to authenticate with Zoho Inventory. For more information, refer to the Getting Started section of the Help documentation.

   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Zoho Inventory Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Zoho Inventory data from Filemaker Pro.

Connect to Zoho Inventory from FileMaker Pro using Connect Cloud

To establish a connection from FileMaker Pro to the CData Connect Cloud Virtual SQL Server API, follow these steps.

Configure the ODBC Connection to CData Connect Cloud

1. Download and install the Actual ODBC Driver for SQL Server (actualtech.com)
2. Configure a DSN for the Actual ODBC driver by setting the following properties:
   • URL: tds.cdata.com
   • Port: Change the port from 1433 to 14333
   • Username: Your Connect Cloud email address
   • Password: the PAT you created earlier

Query Zoho Inventory from FileMaker Pro

1. In the SQL Query Builder "SELECT" tab, select the columns to include as part of the query.
2. Open the "WHERE" tab of the SQL Query Builder and select "Show only selected columns."
3. In "Table.Column,"" select a table and a column name.
4. Set the "Operator" to =.
5. Select "Column," and then select the same table and column name as "Table.Column."
6. Click "Insert into SQL Query."
7. If no other modifications to the SQL query are required, click "Execute."

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