Moving data from in-house databases / apps


How to get your data into Zoho Reports for real-time reporting & analysis

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>>Moving data from in-house databases/applications

You must be having in-house or hosted (on the web) applications and databases which are used actively for your critical business needs. Based on the business data collected by these systems, Zoho Reports can function as your business intelligence tool for on-demand data analytics and reporting.

 

Zoho Reports lets you analyze the current and latest data collected by your applications/databases, providing you with real-time reporting & analysis. For this, data needs to be pushed from your applications or databases into Zoho Reports. Zoho Reports offers some easy ways for doing this.


 

Pushing data directly from in-house databases behind firewall

Zoho Reports allows you to easily fetch data from your in-house databases, located behind your company firewall, and push the same into Zoho Reports for reporting and analysis. To achieve this, Zoho Reports provides you with an Upload Tool. You can install this tool in your local environment, make it pull data directly from your database and upload the same into Zoho Reports, without accessing Zoho Reports website via the browser.

The below schematic explains how the Upload Tool functions.


Upload Tool

 

Upload Tool Capabilities

 

  • You can upload data from any of these relational databases like Oracle, Teradata, HP Vertica, Microsoft SQL Server, MySQL, Microsoft Access, Sybase, PostgreSQL, DB2, SQLite etc, non-relational (No SQL) databases like MongoDB, Cassandra, Hadoop Hive, Cloudera, Hortonworks etc and cloud databases like Amazon RDS, Windows Azure SQL etc
  • Leverage the power of standard SQL SELECT queries to fetch the required data from your databases, transform the same and upload it into Zoho Reports.
  • You can append new data or update old records with the latest ones or delete existing records and append new records
  • The tool functions even behind proxies and firewall
  • Set up periodic fetch and upload of data from your databases with scheduler
  • The tool works in both Windows and Linux systems

For more details about how to set up this tool for pushing data directly from your database, check out this help page.

 

Setting up periodic upload / synchronization for near real-time reporting and analysis

 

You can set up the Upload Tool to be executed periodically for automatic upload of data into Zoho Reports. As latest data gets uploaded/synchronized from your databases or applications into Zoho Reports, you can achieve near real-time reporting and analysis.

 

The Upload Tool supports a command line (console) execution mode. This enables to schedule periodic execution of data upload, using any of Windows or Linux operating system schedulers, like Windows Scheduler for Windows and JCron in Linux. This enables you to keep the data in Zoho Reports always synchronized with your database for reporting and analysis.

 

Click here for more details on how to do this.

 

Batch upload of data from CSV files

The Upload Tool described above, also enables you to upload the data in CSV (Comma Separated Value) file format into Zoho Reports (refer schematic above). In case if you don't want to pull & push data directly from your database, or you have an application that doesn't have a database backend (or have a database not supported by us), but provides you with data output in a CSV file, then you can use the Upload Tool for batch uploading of data from the CSV file.

 

Upload Tool Capabilities

 

  • You can upload data in CSV format
  • The tool splits data into manageable chunks and uploads them. This ensures scalability and reliability while uploading huge data sets, avoiding possible data loss and network clog due to data size.
  • You can append new data or update old records with the latest ones or delete existing records and append new records
  • You can use this tool in Command line mode (console mode) or with a user interface (GUI)
  • The tool functions even behind proxies and firewall
  • The tool works in both Windows and Linux systems

For more details about how to set this tool up for batch upload of CSV data, check out this help page.

 

Setting up Periodic Upload

 

Since the Upload Tool supports command line (console) mode, you can also schedule periodic upload of data by using any of Windows or Linux operating system schedulers. You can use Windows Scheduler for Windows and JCron in Linux. Click here for more details on how to do this.

 

For more information on using this tool, refer the help documentation.

 

Real-time data pushing with Zoho Reports API

You might need to push data in real-time (as it happens!!) from your application or database into Zoho Reports for your analysis and reporting needs. Pushing data this way would enable you to use Zoho Reports for real-time reporting and data analysis, complementing your business application or database (where your data is collected/aggregated).

 

Zoho Reports offers a pure HTTP based Web API (Application Programming interface) which enables you to do insert, update, delete and fetch (select) data either as single records or in bulk. With these operations you can push real-time changes into Zoho Reports from your application or database, as it happens.

 

Highlights of Zoho Reports API

 

With Zoho Reports API, you can

 

  • Insert rows into a table in Zoho Reports database
  • Modify rows in a Zoho Reports database
  • Bulk add/update rows into a table
  • Bulk update rows matching filter criteria
  • Bulk delete rows matching filter criteria
  • Export data and reports in various formats such as CSV, JSON, PDF, HTML and IMAGE
  • Fetch data from the Zoho Reports database using SQL select queries. This is based on the Zoho CloudSQL technology
  • Easy to use API wrappers for Java and Python programming languages

For more information on the Zoho Reports API, check out the help documentation.

 

How to push real-time updates

 

Typically in your application, there would be some business logic (programming logic) that handles inserts, updates and deletion of records into the application database. In those points of the application, you can also include logic to correspondingly update the data in Zoho Reports database using the appropriate methods for Insert, Update and Delete in Zoho Reports Web API.

 

By doing this, as and when the data gets generated or updated in your application or database, it also synchronizes the data in Zoho Reports, ensuring the data in your application as well as in Zoho Reports are the same at any given time. This enables you to do real-time reporting and business analysis on your data.

 

What is stacked up for the future?

 

Zoho Reports supports executing SQL SELECT queries over the Web using the Zoho CloudSQL technology. This enables users who already know SQL (Structured Query Language), not to worry about learning HTTP Web APIs, thus making you jump start into using Zoho Reports as your reporting database. It also supports a JDBC (Java Database Connectivity) driver for executing your SQL SELECT queries, on the Zoho Reports database, easily from within your Java applications.

 

In the future, we also plan to support SQL INSERT, UPDATE and DELETE statements, thus ensuring the coverage of all the data manipulation operations in SQL. This would completely do away the need for learning HTTP Web API syntax to interact with Zoho Reports, if you know SQL. We also plan to support ODBC (Open Database Connectivity) driver for connecting to Zoho Reports easily from ODBC supported programming languages.

 

What if your requirements are still not met?

There can be scenarios where pushing or uploading data from your applications or database in real-time or batched mode are not addressed with the above said methods. If so, get in touch with us with your requirements at support@zohoreports.com. We would be very happy to work with you to address your needs.

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