Reading data in SSIS

In this section we will learn how to configure and use Zoho CRM Connector in API Source to extract data from 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 read data from Zoho CRM
• Features about SSIS API Source
• Using Zoho CRM Connector in SSIS

Step-by-step instructions

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:

   

4. Make sure you are in the Data Flow Task 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. Select your authentication scenario below to expand connection configuration steps to:

   • Configure the authentication in Zoho CRM.
   • Enter those details into the API Connection Manager configuration.

   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

   

   Find full details in the Zoho CRM Connector authentication reference.

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

   Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals — almost no coding required.

   

10. That's it! We are done! Just in a few clicks we configured the call to Zoho CRM using Zoho CRM Connector.

    You can load the source data into your desired destination using the Upsert Destination , which supports SQL Server, PostgreSQL, and Amazon Redshift. We also offer other destinations such as CSV , Excel , Azure Table , Salesforce , and more . You can check out our SSIS PowerPack Tasks and components for more options. (*loaded in Trash Destination)