Connecting SQL Server Management Studio to Freshworks CRM via ODBC Driver

Requirements

Connecting to Freshworks CRM from SQL Server Management Studio using ODBC Driver for Freshworks CRM

You can use the Microsoft SQL Server Management Studio to connect your Freshworks CRM data to an SQL Server instance. Linked Server is a tool of MS SQL Server that allows to execute distributed queries to refer tables stored on non-SQL Server datbase in a single query. With linked servers, you can execute commands against different data sources such as Freshworks CRM and merge them with your SQL Server database. You can create a linked server with one of these methods: by using the options in the Object Explorer or by executing stored procedures.

Below are major advantages of using SQL Server Linked Servers to connect to Freshworks CRM:

1. The ability to connect other database instances on the same or remote server.
2. The ability to run distributed queries on heterogeneous data sources across the organization.
3. The ability to work with diverse data sources in the same way.

How to configure a SQL Server Linked Server to connect to Freshworks CRM

You can follow the steps to create a linked server for Freshworks CRM in SQL Server Management Studio by using Object Explorer:

1. Start your Management Studio and choose your SQL Server instance.
2. In the Object Explorer pane, expand the Server Objects, right-click on Linked Servers and then click on New Linked Server.
3. Configure your linked server in the dialog box:
• Give a name for your server in the Linked server field.
• Under Server type, select Other data source .
• Choose Microsoft OLE DB Provider for ODBC Drivers in the Provider drop-down list.
• In the Data source field, enter the name of your DSN, e.g. Devart ODBC Driver for Freshworks CRM . Alternatively, you can input the ODBC Driver connection string in the Provider field.

The linked server will appear under the Linked Servers in the Object Explorer Pane. You can now issue distributed queries and access Freshworks CRM databases through SQL Server.

Retrieving Data From Freshworks CRM

Ensure the Allow inprocess option of MSDASQL OLE DB Provider for ODBC Drivers is enabled. For this, find the MSDASQL provider in the list of Linked Servers and double-click on it

In the appeared Provider Options window, enable the Allow inprocess checkbox:

Create a new Linked Server

Make sure to select Microsoft OLE DB Provider for ODBC Drivers:

Now you need to input the Linked Server name, e.g. FRESHWORKSCRM. In the Product Name and Data Source fields you need to indicate the System DSN that you've previously created - more info on System DSN setup can be found here.

The Freshworks CRM tables are already available to be fetched. To query the linked server, click New Query in the toolbar:

Enter your SQL query in the editor window and click Execute to run the query:

As a result, you can see the contents of the selected table retrieved directly from the Freshworks CRM account you are connected to.

See also

• Troubleshooting SSMS