Zoho CRM等のサービスと基幹システム（MySQLなどのデータベース）との連携方法（Zoho Flow）
Zoho CRM等のサービスと、自社にある基幹システムをデータ連携したいというご要望をよくお聞きします。
今までだとインポート/エクスポートする等の対応や、APIを利用した開発が必要でした。
しかし、Zoho Flowがオンプレミスのサービスに対応し、MySQLなどのデータベースと繋げられることになったことで、たとえばZoho CRMの取引先タブにデータが作成されたら基幹システムにあるデータベースに情報がpushされ、マスタデータが作成されるなどの操作が可能となっています。
簡単にですがヘルプページを記載しておきます。
1.Zoho Flowのオンプレミスエージェントをインストール
2.ダウンロード後、実行したら、
からダウンロードしたjarファイルを
/FlowAgent/user/lib
の下に配置する
(OS Xの場合はPlatform Independent）
詳細は以下
3.Zoho Flowのagentを立ち上げる(restart)（flowをインストールした場所）（プロキシは設定なし）
そうすると以下の画面になる
4.host名などをいれて認証する（事前にエージェント立ち上げとpingは必要）
5.あとは必要に応じてフローを作成できる。
※host名はPCのホスト名を指定する
※エージェントだけでなくjarファイルが必要、エラーが出る場合はjarが正しい場所に置かれていない可能性がある
※試される方は直接データベースを操作するので、セキュリティやデータの整合性などに注意をし試してみてください。
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