zoho-analytics-connector 0.4.6

Zoho Analytics connector

Zoho Analytics Connector

Zoho's SDK for Zoho Reports is very old, however it is very complete. This is a version which is Python 3 ready, tested on Python 3.7. There are not many test cases yet. It is patched to work: that is, it's been made Python 3.7 compatible with the least amount of effort.

A more convenient wrapper class is in enhanced_report_client. I use it mostly for uploading data, and creating and modifying tables, at this point.

This version introduces OAuth support. It passes the tests but has not been used in production yet.

Authentication

AuthTokens are being deprecated soon.

To use OAuth2, follow documentation. When you create EnhancedZohoAnalyticsClient or ReportClient, you need to pass ClientID, ClientSecret and a RefreshToken. To use AuthToken, pass the AuthToken, and set ClientID and ClientSecret to none. The test cases give some hints.

For OAuth2:

Visit https://www.zoho.com/analytics/api/#oauth and follow the steps

Self Clients are an easy start. You choose Self client when you register (create) a new app.

They have purple hexagonal icons.

Login as an account on the target organisation to

https://api-console.zoho.com/

and create a Self Client (at least, to experiement)

Tip: The scope for full access

ZohoReports.fullaccess.all

Now with data gathered (client id, client secret, the code which expires in a few minutes, the scope, execute a POST to

https://accounts.zoho.com/oauth/v2/token?code=

You can do this from terminal with curl:

curl -d "code=1000.dedaa...&client_id=1000.2TY...&client_secret=b74103c...&grant_type=authorization_code&scope=ZohoReports.fullaccess.all" \
-X POST https://accounts.zoho.com/oauth/v2/token

and you should get back JSON which looks like this:

{"access_token":"1000....","refresh_token":"1000.53e...","expires_in_sec":3600,"api_domain":"https://www.zohoapis.com","token_type":"Bearer","expires_in":3600000}

save this somewhere, it is confidential. The refresh token is permanent, it is basically the same as the old authtoken.

NOTE!!! For Australian-hosted Zoho accounts TO-DO The token URL may to be adapted for the server location. EG for Australia, post to https://accounts.zoho.com.au/oauth/v2/token

Usage

Zoho's full API is available through the ReportClient API.

EnhancedZohoAnalyticsClient is a higher level layer.

The tests show how to use it:

Setup necessary values (database is the Z.A. Workspace name)

Config class is used in the testcases as a convenience.

class Config:
    LOGINEMAILID = os.getenv('ZOHOANALYTICS_LOGINEMAIL')
    AUTHTOKEN = os.getenv('ZOHOANALYTICS_AUTHTOKEN')
    DATABASENAME = os.getenv('ZOHOANALYTICS_DATABASENAME')

Make the API instance:

def get_enhanced_zoho_analytics_client()->EnhancedZohoAnalyticsClient:
    if (Config.AUTHTOKEN == ""):
        raise RuntimeError(Exception, "Please configure AUTHTOKEN in Config class")
    rc = EnhancedZohoAnalyticsClient(login_email_id = Config.LOGINEMAILID,
                                     authtoken=Config.AUTHTOKEN, default_databasename=Config.DATABASENAME)
    return rc

Australian and EU Zoho Servers

The default root of the main server is https://accounts.zoho.com and the default root of the Analytics API server is https://analyticsapi.zoho.com

You can provide alternatives via the parameters: serverURL and reportServerURL

Do some stuff

Get table metadata

def test_get_database_metadata(get_enhanced_zoho_analytics_client):
    enhanced_rc = get_enhanced_zoho_analytics_client
    table_meta_data = enhanced_rc.get_table_metadata()
    assert table_meta_data

Push data

def test_data_upload(get_enhanced_zoho_analytics_client:EnhancedZohoAnalyticsClient):
    try:
        with open('StoreSales.csv', 'r') as f:
            import_content = f.read()
    except Exception as e:
        print("Error Check if file StoreSales.csv exists in the current directory!! ", str(e))
        return
        # import_modes = APPEND / TRUNCATEADD / UPDATEADD
    impResult = get_enhanced_zoho_analytics_client.data_upload(import_content=import_content,table_name="sales")
    assert(impResult)

    try:
        with open('Animals.csv', 'r') as f:
            import_content2 = f.read()
    except Exception as e:
        print("Error Check if file Animals.csv exists in the current directory!! ", str(e))
        return
    impResult2 = get_enhanced_zoho_analytics_client.data_upload(import_content=import_content2, table_name="animals")
    assert (impResult2)

Run SQL. You can join tables. The rows are returned as a DictReader. If you pass ' characters into IN(...) clauses, you need to escape them yourself (double ')

def test_data_download(get_enhanced_zoho_analytics_client):
    sql="select * from sales"
    result = get_enhanced_zoho_analytics_client.data_export_using_sql(sql=sql,table_name="sales")
    assert result

    #the table name does not matter
    sql="select * from animals"
    result = get_enhanced_zoho_analytics_client.data_export_using_sql(sql=sql,table_name="sales")
    assert result

create a table

zoho_sales_fact_table = {
    'TABLENAME': 'sales_fact',
    'COLUMNS': [
        {'COLUMNNAME':'inv_date', 'DATATYPE':'DATE'},
        {'COLUMNNAME':'customer', 'DATATYPE':'PLAIN'},
        {'COLUMNNAME':'sku', 'DATATYPE':'PLAIN'},
        {'COLUMNNAME':'qty_invoiced', 'DATATYPE':'NUMBER'},
        {'COLUMNNAME':'line_total_excluding_tax', 'DATATYPE':'NUMBER'}]
    }

def test_create_table(get_enhanced_zoho_analytics_client):
    #is the table already defined?
    try:
        zoho_table_metadata = get_enhanced_zoho_analytics_client.get_table_metadata()
    except  ServerError as e:
        if getattr(e, 'message') == 'No view present in the workspace.':
            zoho_table_metadata = {}
        else:
            raise
    zoho_tables = set(zoho_table_metadata.keys())

    if "sales_fact" not in zoho_tables:
        get_enhanced_zoho_analytics_client.create_table(table_design=zoho_sales_fact_table)
    else:
        #get an error, but error handling is not working, the API returns a 400 with no content in the message
        r = get_enhanced_zoho_analytics_client.create_table(table_design=zoho_sales_fact_table)
        print (r)