In addition to using the SQL Server Management Studio UI to create a linked server, you can use stored procedures. In the Security section, select the option to have the connection "made using this security context" and enter the username and password of a user you created in the Users tab of the SQL Gateway. Catalog: Enter the CData system DSN, CData ZohoCRM Sys.Note that a value of "localhost" in this input refers to the machine where SQL Server is running so be careful when creating a linked server in Management Studio when not running on the same machine as SQL Server. For example, SQL Server Native Client 11.0.ĭata Source: Enter the host and port the TDS remoting service is running on, separated by a comma. Provider: Select the SQL Server Native Client Provider that corresponds to your version of SQL Server.In the General section, click the Other Data Source option and enter the following information after naming the linked server:.The New Linked Server dialog is displayed. In the Server Objects node, right-click Linked Servers and click New Linked Server. In the Object Explorer, expand the node for the SQL Server database.Open SQL Server Management Studio and connect to an instance of SQL Server.You can use the UI in SQL Server Management Studio or call stored procedures.įollow the steps below to create a linked server from the Object Explorer. Create a Linked Server for Zoho CRM DataĪfter you have configured and started the daemon, create the linked server and connect. The TDS remoting service is a daemon process that listens for TDS requests from clients. See the SQL Gateway Overview for a guide to configure a TDS remoting service in the SQL Gateway UI. If you would prefer to use your own custom OAuth app, see the Custom Credentials section in the Help documentation. As such, OAuth Credentials are embedded by default. The connector is already registered with Zoho CRM as an OAuth application. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs. This is the last step of the driver installation. If you have not already, first specify connection properties in an ODBC DSN (data source name). You can then work with Zoho CRM data just as you would a linked SQL Server instance.Ĭonnect to Zoho CRM as an ODBC Data Source After you have started the service, you can use the UI in SQL Server Management Studio or call stored procedures to create the linked server. New sql.Request().You can use the SQL Gateway to configure a TDS (SQL Server) remoting service and set up a linked server for Zoho CRM data. Password: 'CONNECT_USER_PAT', //update me
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