SSIS guide

Writing data in SSIS

In this section we will learn how to configure and use Zoho CRM Connector in the API Destination to write data to Zoho CRM.

Video tutorial

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

  • How to download SSIS PowerPack for Zoho CRM integration in SSIS
  • How to configure connection for Zoho CRM
  • How to write or lookup data to Zoho CRM
  • Features about SSIS API Destination
  • Using Zoho CRM Connector in SSIS

Step-by-step instructions

In upper section we learned how to read data, now in this section we will learn how to configure Zoho CRM in the API Source to POST data to the Zoho CRM.

  1. Open Visual Studio and click Create a new project.

  2. Select Integration Services Project. Enter a name and location for your project, then click OK.

  3. From the SSIS Toolbox, drag and drop a Data Flow Task onto the Control Flow surface, and double-click it:

    Drag Data Flow Task onto Control Flow to use SSIS PowerPack Data Flow components

  4. Make sure you are in the Data Flow Task designer:

    Make sure you are in Data Flow designer in SSIS package

  5. Read the data from the source, using any desired source component. You can even make an API call using the ZappySys JSON/XML/API Source and read data from there. In this example, we will use an OLE DB Source component to read real-time data from a SQL Server database.

  6. From the SSIS Toolbox drag and drop API Destination (Predefined Templates) on the Data Flow Designer surface and connect source component with it, and double click to edit it.
    SSIS API Destination (Predefined Templates) - Drag and Drop

  7. Select New Connection to create a new connection:

    API Destination - Zoho CRM
    Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals โ€” almost no coding required.
    API Destination - Zoho CRM

  8. To configure the Zoho CRM connector, choose one of the following methods:

    • Choose from Popular Connector List: Select a pre-installed service directly from the dropdown menu.
    • Search Online: Use this to find and download a new connector file to your computer.
    • Use Saved/Downloaded File: Once the file is downloaded, browse your local drive to load it into the configuration.

    After that, just click Continue >>:

    Zoho CRM
    API Destination -

  9. Proceed with selecting the desired Authentication Type. Then select API Base URL (in most cases default one is the right one). Finally, fill in all the required parameters and set optional parameters if needed. You may press a link Steps to Configure which will help set certain parameters. More info is available in Authentication section.

    OAuth

    Zoho CRM authentication

    OAuth Connection for Zoho CRM API [API reference]

    To register custom App, perform the following steps (Detailed steps found in the help link at the end)
    1. Go to Zoho API Console
    2. Click Add Client link
    3. Select Server-based Applications option
    4. Enter desired client name (Display purpose only)
    5. Enter some URL for Company homepage
    6. For Authorized Redirect URI enter https://zappysys.com/oauth (Or enter your own but we recommend using ZappySys one if possible). This URL must match on Zoho Connector UI.
    7. Click CREATE.
    8. Copy Client ID and Secret and paste on Zoho Connector UI.
    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to OAuth [OAuth]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Press Generate Token button to generate the tokens.
    5. Finally, hit OK button:
    Zoho CRM
    OAuth [OAuth]
    https://www.zohoapis.com/crm/[$Version$]
    Optional Parameters
    ClientId
    ClientSecret
    Permissions ZohoCRM.settings.all ZohoCRM.modules.all ZohoCRM.coql.READ
    AccountUrl https://accounts.zoho.com
    RedirectUrl https://zappysys.com/oauth
    API Version v2
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ZappySys OAuth Connection
    Find full details in the Zoho CRM Connector authentication reference.

  10. Select the desired endpoint, change/pass the properties values, and go to the Mappings tab to map the columns.

    API Destination - Zoho CRM
    Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals โ€” almost no coding required.
    API Destination - Zoho CRM

  11. Finally, map the desired columns:

    API Destination - Zoho CRM
    Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals โ€” almost no coding required.
    API Destination - Zoho CRM

  12. That's it; we successfully configured the POST API Call. In a few clicks we configured the Zoho CRM API call using ZappySys Zoho CRM Connector

    Execute Package