Zoho Inventory Connector Setup

Version 22.0.8336


Zoho Inventory Connector Setup


The Zoho Inventory connector allows you to integrate Zoho Inventory into your data flow by pushing or pulling data from Zoho Inventory. Follow the steps below to connect CData Arc to Zoho Inventory.

Establish a Connection

To allow Arc to use data from Zoho Inventory, you must first establish a connection to Zoho Inventory. There are two ways to establish this connection:

  • Add a Zoho Inventory connector to your flow. Then, in the settings pane, click Create next to the Connection drop-down list.
  • Open the Arc Settings page, then open the Connections tab. Click Add, select Zoho Inventory, and click Next.

Note:

  • The login process is only required the first time the connection is created.
  • Connections to Zoho Inventory can be re-used across multiple Zoho Inventory connectors.

Enter Connection Settings

After opening a new connection modal:

  1. Enter a connector name of your choice in the Name field.

  2. If necessary, click Advanced to open the drop-down menu of advanced connection settings. These settings should not be needed in most cases.

  3. Click Connect to open a login page to your Zoho Inventory account.

  4. Enter the login credentials for your account.

  5. Grant permissions (if you are prompted) for Arc to connect to Zoho Inventory. Then, you will be returned to Arc.

  6. Click Add Connection to finalize the connection.

  7. In the Connection drop-down list of the connector configuration pane, select the newly-created connection.

  8. Click Save Changes.

Select an Action

After establishing a connection to Zoho Inventory, you must choose the action that the Zoho Inventory connector will perform. The table below outlines each action and where it belongs in an Arc flow.

Action Description Position in Flow
Upsert Inserts or updates Zoho Inventory data. By default, if a record already exists in Zoho Inventory, an update is performed on the existing data in Zoho Inventory using the values provided from the input. End
Lookup Retrieves a value from Zoho Inventory and inserts that value into an already-existing Arc message in the flow.
The Lookup Query determines what value the connector will retrieve from Zoho Inventory. It should be formatted as a SQL query against the Zoho Inventory tables.
Middle
Select Retrieves data from Zoho Inventory and brings it into Arc.
You can use the Filter panel to add filters to the Select. These filters function similarly to WHERE clauses in SQL.
Beginning
Execute Stored Procedures Treats data coming into the connector as input for a stored procedure, and then passes the result down the flow.
You can click the Show Sample Data button to provide sample inputs to the selected Stored Procedure and preview the results.
Middle