Zoho CRM Connector for Azure Data Factory (SSIS) Zoho CRM Connector can be used to integrate Zoho CRM API in your App / BI Tools. You can exchange data on Accounts, Leads, Contacts and many other modules. In this article you will learn how to quickly and efficiently integrate Zoho CRM data in Azure Data Factory (SSIS) without coding. We will use high-performance Zoho CRM Connector to easily connect to Zoho CRM and then access the data inside Azure Data Factory (SSIS). Let's follow the steps below to see how we can accomplish that! Download Documentation Zoho CRM Connector for Azure Data Factory (SSIS) is based on ZappySys API Connector Framework which is a part of SSIS PowerPack. It is a collection of high-performance SSIS connectors that enable you to integrate data with virtually any data provider supported by SSIS, including SQL Server. SSIS PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few (if you are new to SSIS and SSIS PowerPack, find out more on how to use them).

Connect to Zoho CRM in other apps Connect to Zoho CRM in SSIS Connect to Zoho CRM in SQL Server Connect to Zoho CRM in Power BI Connect to Zoho CRM in SSRS Connect to Zoho CRM in Informatica Connect to Zoho CRM in MS Access Connect to Zoho CRM in MS Excel Connect to Zoho CRM in SSAS Connect to Zoho CRM in C# Connect to Zoho CRM in Python Connect to Zoho CRM in JAVA Connect to Zoho CRM in Tableau Connect to Zoho CRM in SAP Crystal Reports Connect to Zoho CRM in Azure Data Factory (Pipeline) Connect to Zoho CRM in Talend Studio Connect to Zoho CRM in UiPath Connect to Zoho CRM in PowerShell Connect to Zoho CRM in ODBC

Create SSIS package

First of all, create an SSIS package, which will connect to Zoho CRM in SSIS. Once you do that, you are one step closer to deploying and running it in Azure-SSIS integration runtime in Azure Data Factory (ADF). Then simply proceed to the next step - creating and configuring Azure Blob Storage Container.

Prepare custom setup files for Azure-SSIS runtime

Now it's time to start preparing custom setup files for Azure-SSIS runtime. During Azure-SSIS runtime creation you can instruct ADF to perform a custom setup on a VM (Azure-SSIS node); i.e. to run the custom installer, copy files, execute PowerShell scripts, etc. In that case, your custom setup files are downloaded and run in the Azure-SSIS node (a VM) when you start the runtime. In this section we will prepare custom setup files so that you can run SSIS packages with SSIS PowerPack connectors inside in Azure-SSIS runtime.

Trial Users

Use the step below if you are a Trial User, when you did not purchase a license key. Proceed with these steps:

1. Download ~/Views/IntegrationHub/ContentBlocks/Links/SSIS-PowerPack/DownloadTrial.cshtmlSSIS PowerPack trial installer.
   Make sure you don't rename the installer and keep it named as SSISPowerPackSetup_64bit_Trial.msi.
2. Create a text file and name it main.cmd (make it all lowercase, very important).
3. Copy and paste this script into it and save it:

   set DIR=%CUSTOM_SETUP_SCRIPT_LOG_DIR%
   
   echo Calling Step 1 : %TIME% >> "%DIR%\steps_log.txt"
   dir /s /b > "%DIR%\file_list.txt"
   
   echo Calling Step 2 : %TIME% >> "%DIR%\steps_log.txt"
   
   ::Install SSIS PowerPack
   msiexec /i  "SSISPowerPackSetup_64bit_Trial.msi" ADDLOCAL=ALL /q  /L*V "%DIR%\powerpack_trial_install_log.txt"
   
   echo Calling Step 3 : %TIME% >> "%DIR%\steps_log.txt"
   dir "C:\Program Files\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
   dir "C:\Program Files (x86)\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
   
   echo DONE : %TIME% >> "%DIR%\steps_log.txt"
   
   echo complete

   This is the entry-point script that is executed when Azure-SSIS runtime is started.
4. At last! You are ready to upload these two files — main.cmd & SSISPowerPackSetup_64bit_Trial.msi — into your Azure Blob Storage container's folder, which we will do in the Upload custom setup files to Azure Blob Storage container step.

Paid Customers

Use the steps below if you are a Paid Customer, when you purchased a license. Proceed with these steps:

1. Download SSIS PowerPack paid installer.
   Make sure you don't rename the installer and keep it named as SSISPowerPackSetup_64bit.msi.
2. Have your SSIS PowerPack license key handy, we will need it in the below script.
3. Create a text file and name it main.cmd (make it all lowercase, very important).
4. Copy and paste the below script into it.
5. Paste your license key by replacing parameter's --register argument with your real license key.
6. Finally, save main.cmd:

   set DIR=%CUSTOM_SETUP_SCRIPT_LOG_DIR%
   
   echo Calling Step 1 : %TIME% >> "%DIR%\steps_log.txt"
   dir /s /b > "%DIR%\file_list.txt"
   
   echo Calling Step 2 : %TIME% >> "%DIR%\steps_log.txt"
   
   ::Install SSIS PowerPack
   msiexec /i  "SSISPowerPackSetup_64bit.msi" ADDLOCAL=ALL /q  /L*V "%DIR%\powerpack_install_log.txt"
   
   echo Calling Step 3 : %TIME% >> "%DIR%\steps_log.txt"
   
   ::Activate PowerPack license (Optional)
   "C:\Program Files (x86)\ZappySys\SSIS PowerPack (64 bit)\LicenseManager.exe" -p SSISPowerPack --register "lgGAAO0-----REPLACE-WITH-YOUR-LICENSE-KEY-----czM=" --logfile "%DIR%\powerpack_register_log.txt"
   
   ::Show System Info
   echo Calling Step 4 : %TIME% >> "%DIR%\steps_log.txt"
   "C:\Program Files (x86)\ZappySys\SSIS PowerPack (64 bit)\LicenseManager.exe" -i -l "%DIR%\sysinfo_log.txt"
   
   echo Calling Step 5 : %TIME% >> "%DIR%\steps_log.txt"
   dir "C:\Program Files\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
   dir "C:\Program Files (x86)\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
   
   echo DONE : %TIME% >> "%DIR%\steps_log.txt"
   
   echo complete

   This is the entry-point script that is executed when Azure-SSIS runtime is started.
7. At last! You are ready to upload these two files — main.cmd & SSISPowerPackSetup_64bit.msi — into your Azure Blob Storage container's folder, which we will do in the Upload custom setup files to Azure Blob Storage container step.

Upload custom setup files to Azure Blob Storage container

Within Azure Blob Storage container we will store custom setup files we prepared in the previous step so that Azure-SSIS can use them in custom setup process. Just perform these very simple, but very important steps:

1. Create Azure Blob Storage container, if you haven't done it already
   Make sure you create and use Azure Blob Storage container instead of Azure Data Lake Storage folder. Azure Data Lake Storage won't allow creating an SAS URI for the container, which is a crucial step in the process.
2. Find Blob Containers node, right-click on it and hit Create Blob Container option:
3. Upload the two custom setup files — main.cmd & the MSI installer — into your Azure Blob Storage container's folder:
4. It was easy, wasn't it? It's time we create an SAS URI in the next step.

Create SAS URI for Azure Blob Container

Once you have custom setup files prepared, it's time we generate an SAS URI. This SAS URI will be used by a new Azure-SSIS runtime to install SSIS PowerPack inside the runtime's node, a VM. Let's proceed together by performing the steps below:

1. Install and launch Azure Storage Explorer.
2. Right-click on the Storage Accounts node and then hit Connect to Azure storage... menu item:
3. Proceed by right-clicking on that container node and select Get Shared Access Signature... option.
4. Next, set the Expiry time field to a date far in the future.
   If you restart Azure-SSIS runtime and your SAS URI is expired by that time, it will not start.
5. Select Read, Create, Write, and List permissions:
   We also recommend to add Delete permission too to support future functionality.
6. Copy SAS URL to the clipboard and save it for the next step: You can also generate and copy SAS URL from within Azure Portal itself:

Create Azure-SSIS integration runtime

Once you have the SAS URL we obtained in the previous step, we are ready to move on to create an Azure-SSIS runtime in Azure Data Factory:

1. Firstly, perform the steps described in Create an Azure-SSIS integration runtime article in Azure Data Factory reference.
2. In Advanced settings page section, configure Custom setup container SAS URI you obtained in the previous step:
3. And you are done! That was quick! You can see your Azure-SSIS runtime up and running:

Deploy SSIS package in Visual Studio

We are ready to deploy the SSIS package to Azure-SSIS runtime. Once you do that, proceed to the next step for the grand finale!

Execute SSIS package in SQL Server Management Studio (SSMS)

After all hard work, we are ready to execute SSIS package in SQL Server Management Studio (SSMS):

1. Connect to the SQL Server which is linked to your Azure-SSIS runtime and contains SSISDB database.
2. Navigate to Integration Services Catalog » Your Folder » Your Project » Your Package, right-click on it, and hit Execute...:
3. To view the status of the past execution, navigate to Integration Services Catalog » Your Folder » Your Project » Your Package, right-click on it, and select Reports » Standard Reports » All Executions menu item:

Scenarios

Moving SSIS PowerPack license to another Azure-SSIS runtime

If you are a Paid Customer, there will be a time when you no longer use Azure-SSIS runtime or you need to use your license on a different ADF instance. To transfer a license from one Azure-SSIS runtime to another, perform these steps:

1. Copy & paste this script into main.cmd we used in the previous step:

   set DIR=%CUSTOM_SETUP_SCRIPT_LOG_DIR%
   
   echo Calling Step 1 : %TIME% >> "%DIR%\steps_log.txt"
   dir /s /b > "%DIR%\file_list.txt"
    
   echo Calling Step 2 : %TIME% >> "%DIR%\steps_log.txt"
   
   ::Install SSIS PowerPack
   msiexec /i  "SSISPowerPackSetup_64bit.msi" ADDLOCAL=ALL /q  /L*V "%DIR%\powerpack_install_log.txt"
    
   echo Calling Step 3 : %TIME% >> "%DIR%\steps_log.txt"
    
   ::De-Activate same license
   "C:\Program Files (x86)\ZappySys\SSIS PowerPack (64 bit)\LicenseManager.exe" -p SSISPowerPack --unregister --logfile "%DIR%\powerpack_un_register_log.txt"
    
   ::Show System Info
   echo Calling Step 4 : %TIME% >> "%DIR%\steps_log.txt"
   "C:\Program Files (x86)\ZappySys\SSIS PowerPack (64 bit)\LicenseManager.exe" -i -l "%DIR%\sysinfo_log.txt"
    
   echo Calling Step 5 : %TIME% >> "%DIR%\steps_log.txt"
   dir "C:\Program Files\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
   dir "C:\Program Files (x86)\Microsoft SQL Server\*Zappy*.*"  /s /b >> "%DIR%\installed_files.txt"
    
   echo DONE : %TIME% >> "%DIR%\steps_log.txt"
    
   echo complete

2. Start Azure-SSIS runtime.
   This will unregister your license on the original Azure-SSIS runtime.
3. Stop Azure-SSIS runtime to deallocate resources in Azure.
4. Now you are free to activate it on another Azure-SSIS runtime.

Actions supported by Zoho CRM Connector

Zoho CRM Connector supports following actions for REST API integration:

Conclusion

In this article we showed you how to connect to Zoho CRM in Azure Data Factory (SSIS) and integrate data without any coding, saving you time and effort.

We encourage you to download Zoho CRM Connector for Azure Data Factory (SSIS) and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Zoho CRM Connector for Azure Data Factory (SSIS) Documentation

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