Zoho CRM Connector for SSIS : Read [dynamic endpoint]

Video tutorial

Watch this quick video to see the integration in action. It walks you through the end-to-end setup, including:

• Installing the SSIS PowerPack
• Configuring a secure connection to Zoho CRM
• Working with Zoho CRM data directly inside SSIS
• Exploring advanced API Source features

Ready to dive in? Download the product to jump right in, or follow the step-by-step guide below to see how it works.

Prerequisites

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

1. SQL Server Data Tools (SSDT) designer installed for Visual Studio.
2. SQL Server Integration Services Projects 2022+ Visual Studio extension installed.
3. SSIS PowerPack is installed.

Read [dynamic endpoint] in SSIS

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 [Dynamic Table] table from the dropdown and hit Preview Data:

   

   API Source - Zoho CRM

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

   Zoho CRM

   [Dynamic Table]

   Optional Parameters
   Module	[$parent.api_name$]
   Fetch records modified after (local time format: yyyy-MM-ddTHH:mm:ss)	1900-12-31T00:00:00
   Custom View ID
   DisableChildEndPoint	True
   FieldsValue	id
   Fields (Only for V2 API)
   sort_by
   sort_order
   territory_id
   include_child
   converted
   PagingMode	ByUrlParameter
   NextUrlAttributeOrExpr	$.info.next_page_token
   NextUrlSuffix	page_token=<%nextlink%>

   

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)

    

Zoho CRM Connector actions

Need another use case? Pick the next Zoho CRM action in SSIS below.

• Add / Update Tags for records
• Delete [Dynamic Endpoint]
• Gets record count for specific tag for module
• Insert [Dynamic Endpoint]
• List Module Fields
• List Module Settings
• List Modules
• List Tags
• List Territories
• List Views
• Read [Dynamic Endpoint] (Use this for fewer than 50 Fields in v3+)
• Read Data (Query Mode - Max 200 Rows Only)
• Search [Dynamic Endpoint]
• Update [Dynamic Endpoint]
• Upsert [Dynamic Endpoint] (Update or Insert)
• Make Generic REST API Request
• Make Generic REST API Request (Bulk Write)

Conclusion

You now know how to read [dynamic endpoint] in SSIS without writing complex code. SSIS Zoho CRM Connector handled pagination and authentication automatically.

Ready to get started? Download the trial or ping us via chat if you need help: