Connect and Query Live Zoho Projects Data in Databricks with CData Connect Cloud

Databricks is a leading AI cloud-native platform that unifies data engineering, machine learning, and analytics at scale. Its powerful data lakehouse architecture combines the performance of data warehouses with the flexibility of data lakes. Integrating Databricks with CData Connect Cloud gives organizations live, real-time access to Zoho Projects data without the need for complex ETL pipelines or data duplication—streamlining operations and reducing time-to-insights.

In this article, we'll walk through how to configure a secure, live connection from Databricks to Zoho Projects using CData Connect Cloud. Once configured, you'll be able to access Zoho Projects data directly from Databricks notebooks using standard SQL—enabling unified, real-time analytics across your data ecosystem.

Overview

Here is an overview of the simple steps:

1. Step 1 — Connect and Configure: In CData Connect Cloud, create a connection to your Zoho Projects source, configure user permissions, and generate a Personal Access Token (PAT).
2. Step 2 — Query from Databricks: Install the CData JDBC driver in Databricks, configure your notebook with the connection details, and run SQL queries to access live Zoho Projects data.

Prerequisites

Before you begin, make sure you have the following:

1. An active Zoho Projects account.
2. A CData Connect Cloud account. You can log in or sign up for a free trial here.
3. A Databricks account. Sign up or log in here.

Step 1: Connect and Configure a Zoho Projects Connection in CData Connect Cloud

1.1 Add a Connection to Zoho Projects

CData Connect Cloud uses a straightforward, point-and-click interface to connect to available data sources.

1. Log into Connect Cloud, click Sources on the left, and then click Add Connection in the top-right.

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

3. Zoho Projects uses OAuth to authenticate. Click "Sign in" to authenticate with Zoho Projects.
4. Navigate to the Permissions tab on the Zoho Projects Connection page and update the user-based permissions based on your preferences.

1.2 Generate a Personal Access Token (PAT)

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. PAT functions as an alternative to your login credentials for secure, token-based authentication. It is a 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. Note: The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Step 2: Connect and Query Zoho Projects Data in Databricks

Follow these steps to establish a connection from Databricks to Zoho Projects. You'll install the CData JDBC Driver for Connect Cloud, add the JAR file to your cluster, configure your notebooks, and run SQL queries to access live Zoho Projects data data.

2.1 Install the CData JDBC Driver for Connect Cloud

1. In CData Connect Cloud, click the Integrations page on the left. Search for JDBC or Databricks, click Download, and select the installer for your operating system.
2. Once downloaded, run the installer and follow the instructions:
   • For Windows: Run the setup file and follow the installation wizard.
   • For Mac/Linux: Unpack the archive and move the folder to /opt or /Applications. Make sure you have execute permissions.
3. After installation, locate the JAR file in the installation directory:
   • Windows:

     C:\Program Files\CData\CData JDBC Driver for Connect Cloud\lib\cdata.jdbc.connect.jar

   • Mac/Linux:

     /Applications/CData/CData JDBC Driver for Connect Cloud/lib/cdata.jdbc.connect.jar

2.2 Install the JAR File on Databricks

1. Log in to Databricks. In the navigation pane, click Compute on the left. Start or create a compute cluster.
2. Click on the running cluster, go to the Libraries tab, and click Install New at the top right.
3. In the Install Library dialog, select DBFS, and drag and drop the cdata.jdbc.connect.jar file. Click Install.

2.3 Query Zoho Projects Data in a Databricks Notebook

Notebook Script 1 — Define JDBC Connection:

1. Paste the following script into the notebook cell:

driver = "cdata.jdbc.connect.ConnectDriver"
url = "jdbc:connect:AuthScheme=Basic;User=your_username;Password=your_pat;URL=https://cloud.cdata.com/api/;DefaultCatalog=Your_Connection_Name;"

2. Replace:
   • your_username - With your CData Connect Cloud username
   • your_pat - With your CData Connect Cloud Personal Access Token (PAT)
   • Your_Connection_Name - With the name of your Connect Cloud data source, from the Sources page
3. Run the script.

Notebook Script 2 — Load DataFrame from Zoho Projects data:

1. Add a new cell for this second script. From the menu on the right side of your notebook, click Add cell below.
2. Paste the following script into the new cell:

remote_table = spark.read.format("jdbc") \
  .option("driver", "cdata.jdbc.connect.ConnectDriver") \
  .option("url", "jdbc:connect:AuthScheme=Basic;User=your_username;Password=your_pat;URL=https://cloud.cdata.com/api/;DefaultCatalog=Your_Connection_Name;") \
  .option("dbtable", "YOUR_SCHEMA.YOUR_TABLE") \
  .load()

3. Replace:
   • your_username - With your CData Connect Cloud username
   • your_pat - With your CData Connect Cloud Personal Access Token (PAT)
   • Your_Connection_Name - With the name of your Connect Cloud data source, from the Sources page
   • YOUR_SCHEMA.YOUR_TABLE - With your schema and table, for example, ZohoProjects.Portals
4. Run the script.

Notebook Script 3 — Preview Columns:

1. Similarly, add a new cell for this third script.
2. Paste the following script into the new cell:

display(remote_table.select("ColumnName1", "ColumnName2"))

3. Replace ColumnName1 and ColumnName2 with the actual columns from your Zoho Projects structure (e.g. Id, Name, etc.).
4. Run the script.

You can now explore, join, and analyze live Zoho Projects data directly within Databricks notebooks—without needing to know the complexities of the back-end API and without replicating Zoho Projects data.

Try CData Connect Cloud Free for 14 Days

Ready to simplify real-time access to Zoho Projects data? Start your free 14-day trial of CData Connect Cloud today and experience seamless, live connectivity from Databricks to Zoho Projects.

Low code, zero infrastructure, zero replication — just seamless, secure access to your most critical data and insights.