Zoho CRM Connector for SSIS : List module settings

Learn how to list module settings using the Zoho CRM Connector for SSIS. This connector enables you to read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals — almost no coding required. We'll walk you through the exact setup.

Let's dive in!

Zoho CRM Connector

Powering this integration

High performance
Bidirectional
Low-code / No-code
Easy to use

Built on the ZappySys API Connector Framework, the Zoho CRM Connector for SSIS is a high-performance, low-code / no-code solution. It enables you to read and write Zoho CRM data without any programming right in your SSIS package. Part of the SSIS PowerPack.

Documentation

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!).

List module settings 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 List Module Settings endpoint 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

List Module Settings

Required Parameters
module	Fill-in the parameter...
Optional Parameters
Filter	$.modules[*]

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)

Conclusion

And there you have it — a complete guide on how to list module settings in SSIS without writing complex code. All of this was powered by Zoho CRM Connector, which handled the REST API pagination and authentication for us automatically.

Download the trial now or ping us via chat if you have any questions or are looking for a specific feature (you can also reach out to us by submitting a ticket):

Download Chat

More actions supported by Zoho CRM Connector

Got another use case in mind? We've documented the exact setups for a variety of essential Zoho CRM operations directly in SSIS, so you can skip the trial and error. Find your next step-by-step guide below: