How to Make Generic API Request — Zoho CRM Connector for SSIS

Prerequisites

Before we begin, make sure the following prerequisites are met:

SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft).
Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
SSIS PowerPack is installed (if you are new to SSIS PowerPack, then get started!).

Make Generic API Request in SSIS

Begin with opening Visual Studio and Create a New Project.
Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.

In the new SSIS project screen you will find the following:
- SSIS ToolBox on left side bar
- Solution Explorer and Property Window on right bar
- Control flow, data flow, event Handlers, Package Explorer in tab windows
- 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.
Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.
From the SSIS toolbox drag and API Source (Predefined Templates) on the data flow designer surface, and double click on it to edit it:
Select New Connection to create a new connection:
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

Now it's time to configure authentication. Firstly, configure authentication settings in Zoho CRM service and then proceed by configuring API Connection Manager. Start by expanding an authentication type:

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)

Go to Zoho API Console
Click Add Client link
Select Server-based Applications option
Enter desired client name (Display purpose only)
Enter some URL for Company homepage
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.
Click CREATE.
Copy Client ID and Secret and paste on Zoho Connector UI.

API Connection Manager configuration

Just perform these simple steps to finish authentication configuration:

Set Authentication Type to OAuth [OAuth]
Optional step. Modify API Base URL if needed (in most cases default will work).
Fill in all the required parameters and set optional parameters if needed.
Press Generate Token button to generate the tokens.
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

Select Generic Table (Bulk Read / Write) table from the dropdown and hit Preview Data:

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.

Zoho CRM

Generic Table (Bulk Read / Write)

Required Parameters
Url	Fill-in the parameter...
Request Method	Fill-in the parameter...
Optional Parameters
Body
IsMultiPart
Filter
ExcludedProperties
Encoding
CharacterSet
EnableCustomReplace
SearchFor
ReplaceWith
JSON - Flatten Small Array (Not preferred for more than 10 items)
JSON - Max Array Items To Flatten	10
JSON - Array Transform Type
JSON - Array Transform Column Name Filter
JSON - Array Transform Row Value Filter
JSON - Array Transform Enable Custom Columns
EnablePivot
FileCompressionType
DateFormatString
Request Format (Content-Type)	ApplicationJson
Response Format	Default
Headers	Accept: / \|\| Cache-Control: no-cache
Pagination - Mode
Pagination - Attribute Name
Pagination - Increment By	1
Pagination - Expression for Next URL
Pagination - Wait time after each request	0
Csv - Column Delimiter	,
Csv - Has Header Row	True
Xml - ElementsToTreatAsArray

SSIS API Source - Read from table or endpoint

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)