Manage datasources | Zoho Creator Help

Manage Datasources

Datasource is used to manage a module from a third party service in Creator with the help of the connection created linking the said service. This enables you to access data housed in an external service and use it in your Zoho Creator applications. Let's assume you have a Zoho CRM account in which you have data in Leads module. If that service provides API support for Create, Read, Update, and Delete actions for the Leads module, you will be able to manage that module in Creator itself. But to connect with that particular account, you need to create a connection and authorize access. This creates a secure form of managing data across platforms.

On successfully creating the datasource, you can create a form based on the required module in your Creator application. The fields in the third party module automatically become the fields of this newly created form. When you submit a record in Creator using the form, a record gets added in the third party module as well. This action is performed with the help of the authorized connection that is created for this service.

Create Datasource

The prerequisite to create a datasource is to create a connection and authorize it. A connection becomes the bridging link between your application and the external service that has the required data. To create a new datasource:

  1. Navigate to Microservices.
  2. Click Create New button.
  3. Click Create under Datasources.
  4. Select the required service.
  5. Select the connection for the service.
  6. Select the module based on which the datasource needs to be created.
  7. Enter name of your datasource.
  8. Click Create button. The datasource is created.
Note: Please note that you need to enable connection access to the application to be able to create datasource.

Datasource Access

The Datasource details page of each of the datasource that you have created provides information specific to it. The Datasource Access section lists the list of applications. You can enable access to those applications. By doing so, the datasource will be available for those applications.

Delete Datasource

To delete datasource:

  1. Navigate to Microservices. The window will appear with the listing for the microservices.
  2. Hover on the datasource.
  3. Click the ellipse icon.
  4. Select Delete. The delete confirmation pop up will appear.
  5. Click Delete button. The datasource will be removed.

Related Topics

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              Zoho Marketing Automation

                                                Zoho Sheet Resources


                                                    Zoho Forms Resources

                                                      Secure your business
                                                      communication with Zoho Mail

                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times

                                                        Carry your calendar with you
                                                        Anytime, anywhere

                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now

                                                                        Zoho TeamInbox Resources

                                                                                Zoho DataPrep Resources

                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW

                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now

                                                                                                        • Related Articles

                                                                                                        • Manage Connections

                                                                                                          This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. 1. What Does This Page Cover? Learn to manage the connections you have created for integrating other Zoho or third-party ...
                                                                                                        • Understand Connections

                                                                                                          This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version What Does This Page Cover? Learn about connections and their types that can be used to integrate your Creator application ...
                                                                                                        • Understand microservices

                                                                                                          Microservices are small, independent services or components of app that can easily be deployed to work in tandem with your application. You can build a robust application for your business. However, as your business grows, you will find that the ...
                                                                                                        • FAQs: Governance in Zoho Creator -Supported by Zoho Directory

                                                                                                          This page covers essential aspects of Zoho Creator, such as governance, Active Directory sync, multi-factor authentication, custom authentication, security policy, and domain verification, ensuring a secure and efficient business workflow. What is ...
                                                                                                        • Understand prediction field

                                                                                                          AI Models have undergone a major revamp and is now rechristened as AI Modeler that lets you build, train, and publish models to be used across your apps. To know more, check out our new help pages. The Prediction field uses Zoho's Artificial ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                                              Zoho Show Resources