The Data Upload Tool is a simple data upload tool that allows you to upload your existing CSV file to Zoho Creator so that you can insert or upsert records.
To be able to perform this, you need to create Self Client here:
- Navigate to the API Console and Get Started.
- Select Self Client option.
- Click Create button.
- Click OK. Self client is created.
- Download and extract the zip file provided here. This is the Java Upload Tool.
- Navigate to the Directory ZohoCreator/UploadTool/bin folder.
- Execute the File run.sh (for Mac and Linux) or run.bat (for Windows) based on the operating system.
- Execute sh run.sh filePath -e appLinkName -a formLinkName (for insert).
- Execute sh run.sh filePath -e appLinkName -au formLinkName fieldLinkName (for upsert).
The following are the arguments as represented in the above image:
- Argument 1: CSV Filepath
- Argument 2: -e (Existing App Operation)
- Argument 3: Application Link Name
- Argument 4: -a (or) -au (add or upsert)
- Argument 5: Form Link Name
- Argument 6: Field Link Name (need only if the operation is upsert)
- Choose your DC.
- Enter owner name.
- Enter Client ID. Copy this information from the Client Secret tab that you saw while you created self client.
- Enter Client Secret. Copy this information from the Client Secret tab. You will be required to enter Authentication Code.
- Navigate to Self Client. Go to Generate Code tab.
- Enter Scope: ZohoCreator.meta.form.READ, ZohoCreator.data.CREATE.
- Click Create. Code is generated.
- Copy code and paste in terminal.
Authentication will be completed. - The records are then added or updated, accordingly.
Note: Authentication is a one-time procedure. Once you create the credentials, the Access Token will get generated automatically for consecutive API calls.
To clear your account details associated with the tool, you have to run the following command:
This removes the existing connection. Following this, you need to provide the Client Details of the new account in Self Client and repeat the procedure to authenticate the account.