Tableau Connector for Zoho Projects

Build 22.0.8462

Configuring a Connection

The connector comes with a connection builder which allows you to build and test your connection settings outside of Tableau. It also allows you to create a connection string, which can be used to provide options not listed in the connection dialog in Tableau.

Configuring a Connection Builder

There are two ways to access the connection builder:

  • On Windows, there is a shortcut called Connection Builder in the start menu, under the CData Tableau Connector for Zoho Projects folder.
  • The connection builder can also be started 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 the Test Connection button to validate that they work. You can also use the Copy to Clipboard button to save the connection string for use with Tableau.

Authenticating to Zoho Projects

The connector is already registered with Zoho Projects as an OAuth application. As such, it will, by default, automatically use its Embedded Credentials to connect.

If you use the embedded credentials, no further action is required to establish a connection.

If you would prefer to use your own custom OAuth app, see Custom Credentials.

Next Step

See Getting Data for the next step, which includes authenticating to the Zoho Projects APIs.

Copyright (c) 2023 CData Software, Inc. - All rights reserved.
Build 22.0.8462