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Prerequisites

Before you connect, you must first do the following:
  • Connect a data source to your Connect AI account. See Sources for more information.
  • Generate a Personal Access Token (PAT) on the Settings page. Copy this down, as it acts as your password during authentication.

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Connect to Connect AI

To establish a connection from Zoho Analytics to the Connect AI Virtual SQL Server API, follow these steps.
1
Log in to Zoho Analytics.
2
Create a new connection and select Other Cloud Services to open the connection dialog.
3
Enter the following information:
  • Database Type—select MS SQL Server.
  • Endpoint—enter tds.cdata.com
  • SQL Server Instance Name—leave this blank.
  • Port—enter 14333
  • Username—enter your Connect AI username. This is displayed in the top-right corner of the Connect AI interface. For example, test@cdata.com.
  • Password—enter the PAT you generated on the Settings page.
  • Database Name—enter the Connection Name of the Connect AI data source you want to connect to (for example, Salesforce1).
  • Connection Type—select Data Import.
Zoho Analytics Connection
4
Click Next to test and create your connection.
5
Continue through each step of the connection dialog to import your data as needed.
When the data import process finishes, your data will be available to use in Zoho Analytics.
If your table contains underscores, such as account_move, you need to first create a derived view for that table without an underscore in the name. Then load the derived view instead. Zoho Analytics cannot load tables whose names include underscores.