How to Update [Dynamic Endpoint] — 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!).

Update [Dynamic Endpoint] 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.
Read the data from the source, being any desired source component. In example we will use ZappySys Dummy Data Source component.
From the SSIS Toolbox drag and drop API Destination (Predefined Templates) on the Data Flow Designer surface and connect source component with it, and double click to edit it.
Select New Connection to create a new connection:

API Destination - 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.
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 [Dynamic Table] table from the dropdown, then select Update as operation, and hit Preview Data:

API Destination - 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

[Dynamic Table]

Update

Optional Parameters
Triggers	"approval","workflow","blueprint"

SSIS API Destination - Access table operation

Finally, map the desired columns:

API Destination - 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.
That's it; we successfully configured the POST API Call. In a few clicks we configured the Zoho CRM API call using ZappySys Zoho CRM Connector