How to read data from Zoho CRM in SSIS (Export data)

In this section we will learn how to configure and use Zoho CRM Connector in the API Source to extract data from the Zoho CRM.

1. Begin with opening Visual Studio and Create a New Project.

2. Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.

3. In the the new SSIS project screen you will find the following:

   1. SSIS ToolBox on left side bar
   2. Solution Explorer and Property Window on right bar
   3. Control flow, data flow, event Handlers, Package Explorer in tab windows
   4. Connection Manager Window in the bottom
   
   Note: If you don't see ZappySys SSIS PowerPack Task or Components in SSIS Toolbox, please refer to this help link.

4. Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.
   

5. From the SSIS toolbox drag and API Source (Predefined Templates) on the data flow designer surface, and double click on it to edit it:
   

6. Select New Connection to create a new connection:
   

7. Use a preinstalled Zoho CRM Connector from Popular Connector List or press Search Online radio button to download Zoho CRM Connector. Once downloaded simply use it in the configuration:
   

   Zoho CRM

   

8. 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 [OAuth]

   OAuth Connection for Zoho CRM API [API Help..]

   Steps to get Zoho CRM Credentials : OAuth [OAuth]
   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.

   Zoho CRM

   OAuth [OAuth]

   https://www.zohoapis.com/crm/v2

   Required Parameters
   Optional Parameters
   ClientId	Fill in the parameter...
   ClientSecret	Fill in the parameter...
   Permissions	Fill in the parameter...
   AccountUrl	Fill in the parameter...
   RedirectUrl	Fill in the parameter...
   RetryMode	Fill in the parameter...
   RetryStatusCodeList	Fill in the parameter...
   RetryCountMax	Fill in the parameter...
   RetryMultiplyWaitTime	Fill in the parameter...

   

9. Select the desired endpoint, change/pass the properties values, and click on Preview Data button to make the API call.

   API Source - Zoho CRM

   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.

   

10. That's it; we are done. In a few clicks we configured the call to Zoho CRM using ZappySys Zoho CRM Connector