After Installing the Connector you can connect and create a Data Source for data in Zoho Books.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called Zoho Books by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for Zoho Books folder.
• You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

Connecting to Zoho Books

You can refine the exact Zoho Books data retrieved using the following connection properties:

• OrganizationId (optional): The Id associated with the specific Zoho Books organization that you wish to connect to.
  • If the value of Organization Id is not specified in the connection string, then the connector automatically retrieves all available organizations and selects the first organization Id as the default.
• AccountsServer (optional): The full Account Server URL. Most of the time, the value of this property will be https://books.zoho.com, but if your account resides in a different location, then the domain should change accordingly (.eu, .in, .com.au, ...).

Authenticating to Zoho Books

Zoho Books uses the OAuth authentication standard. The connector supports OAuth authentication for instances of the connector running on your local machine, a web service, or on a headless machine.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating a Custom OAuth App for information about creating custom applications and reasons for doing so.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId (custom applications only): Set this to the client Id assigned when you registered your application.
• OAuthClientSecret (custom applications only): Set this to the client secret assigned when you registered your application.
• CallbackURL (custom application only): Set this to the redirect URI defined when you registered your application.

When you connect, the connector opens Zoho Books's OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process:

1. The connector obtains an access token from Zoho Books and uses it to request data.
2. The OAuth values are saved in the path specified in OAuthSettingsLocation. These values persist across connections.

The connector refreshes the access token automatically when it expires.

Next Step

See Using the Connector to create data visualizations.