How to pipe Zoho CRM Data to CSV in PowerShell

The CData Cmdlets Module for Zoho CRM is a standard PowerShell module offering straightforward integration with Zoho CRM. Below, you will find examples of using our ZohoCRM Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your Zoho CRM Data

The connector is already registered with Zoho CRM as an OAuth application. As such, OAuth Credentials are embedded by default. If you would prefer to use your own custom OAuth app, see the Custom Credentials section in the Help documentation.

$conn = Connect-Zoho 

Selecting Data

Follow the steps below to retrieve data from the Accounts table and pipe the result into to a CSV file:

Select-ZohoCRM -Connection $conn -Table Accounts | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myAccountsData.csv -NoTypeInformation

You will notice that we piped the results from Select-ZohoCRM into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

Deleting Data

The following line deletes any records that match the criteria:

Select-ZohoCRM -Connection $conn -Table Accounts -Where "Industry = Data/Telecom OEM" | Remove-ZohoCRM

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Zoho CRM, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyAccountsUpdates.csv | %{
  $record = Select-ZohoCRM -Connection $ZohoCRM -Table Accounts -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-ZohoCRM -Connection $zohocrm -Table Accounts -Columns ("Account_Name","Annual_Revenue") -Values ($_.Account_Name, $_.Annual_Revenue) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-ZohoCRM -Connection $zohocrm -Table Accounts -Columns ("Account_Name","Annual_Revenue") -Values ($_.Account_Name, $_.Annual_Revenue)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!