How to integrate ManageEngine ServiceDesk Plus (Zoho) using SSIS

Integrate SSIS and ManageEngine ServiceDesk Plus (Zoho)
Integrate SSIS and ManageEngine ServiceDesk Plus (Zoho)

Learn how to quickly and efficiently connect ManageEngine ServiceDesk Plus (Zoho) with SSIS for smooth data access.

Read and write ServiceDesk Plus (Zoho) data effortlessly. Integrate, manage, and automate requests, tasks, comments, and worklogs — almost no coding required. You can do it all using the high-performance ManageEngine ServiceDesk Plus (Zoho) Connector for SSIS. We'll walk you through the entire setup.

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

Video Tutorial

This video covers the following topics and more, so please watch carefully. After watching the video, follow the steps outlined in this article:

  • How to download and install the required PowerPack for ManageEngine ServiceDesk Plus (Zoho) integration in SSIS
  • How to configure the connection for ManageEngine ServiceDesk Plus (Zoho)
  • Features of the ZappySys API Source (Authentication / Query Language / Examples / Driver UI)
  • How to use the ManageEngine ServiceDesk Plus (Zoho) in SSIS

Prerequisites

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

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

Read data from ManageEngine ServiceDesk Plus (Zoho) in SSIS (Export data)

In this section we will learn how to configure and use ManageEngine ServiceDesk Plus (Zoho) Connector in API Source to extract data from ManageEngine ServiceDesk Plus (Zoho).

  1. Begin with opening Visual Studio and Create a New Project.

  2. 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
    SSIS Project Screen
    Note: If you don't see ZappySys SSIS PowerPack Task or Components in SSIS Toolbox, please refer to this help link.

  3. Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.

    SSIS Data Flow Task - Drag and Drop

  4. From the SSIS toolbox drag and API Source (Predefined Templates) on the data flow designer surface, and double click on it to edit it:

    SSIS API Source (Predefined Templates) - Drag and Drop

  5. Select New Connection to create a new connection:

    API Source - New Connection

  6. Use a preinstalled ManageEngine ServiceDesk Plus (Zoho) Connector from Popular Connector List or press Search Online radio button to download ManageEngine ServiceDesk Plus (Zoho) Connector. Once downloaded simply use it in the configuration:

    ManageEngine ServiceDesk Plus (Zoho)
    ManageEngine ServiceDesk Plus (Zoho) Connector Selection

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

    OAuth

    ManageEngine ServiceDesk Plus (Zoho) authentication

    OAuth Connection for ManageEngine ServiceDesk Plus 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:
    ManageEngine ServiceDesk Plus (Zoho)
    OAuth [OAuth]
    https://sdpondemand.manageengine.com/api/v3
    Optional Parameters
    ClientId
    ClientSecret
    Permissions SDPOnDemand.requests.ALL
    AccountUrl https://accounts.zoho.com
    RedirectUrl https://zappysys.com/oauth
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ZappySys OAuth Connection

  8. Select the desired endpoint, change/pass the properties values, and click on Preview Data button to make the API call.

    API Source - ManageEngine ServiceDesk Plus (Zoho)
    Read and write ServiceDesk Plus (Zoho) data effortlessly. Integrate, manage, and automate requests, tasks, comments, and worklogs — almost no coding required.
    API Source - Select Endpoint

  9. That's it! We are done! Just in a few clicks we configured the call to ManageEngine ServiceDesk Plus (Zoho) using ManageEngine ServiceDesk Plus (Zoho) 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)

    Execute Package - Reading data from ManageEngine ServiceDesk Plus (Zoho) and load into target

Write data to ManageEngine ServiceDesk Plus (Zoho) using SSIS (Import data)

In this section we will learn how to configure and use ManageEngine ServiceDesk Plus (Zoho) Connector in the API Destination to write data to ManageEngine ServiceDesk Plus (Zoho).

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 ManageEngine ServiceDesk Plus (Zoho) integration in SSIS
  • How to configure connection for ManageEngine ServiceDesk Plus (Zoho)
  • How to write or lookup data to ManageEngine ServiceDesk Plus (Zoho)
  • Features about SSIS API Destination
  • Using ManageEngine ServiceDesk Plus (Zoho) Connector in SSIS

Step-by-step instructions

In upper section we learned how to read data, now in this section we will learn how to configure ManageEngine ServiceDesk Plus (Zoho) in the API Source to POST data to the ManageEngine ServiceDesk Plus (Zoho).

  1. Begin with opening Visual Studio and Create a New Project.

  2. 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
    SSIS Project Screen
    Note: If you don't see ZappySys SSIS PowerPack Task or Components in SSIS Toolbox, please refer to this help link.

  3. Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.

    SSIS Data Flow Task - Drag and Drop

  4. Read the data from the source, using any desired source component. You can even make an API call using the ZappySys JSON/XML/API Source and read data from there. In this example, we will use an OLE DB Source component to read real-time data from a SQL Server database.

  5. 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.
    SSIS API Destination (Predefined Templates) - Drag and Drop

  6. Select New Connection to create a new connection:

    API Destination - ManageEngine ServiceDesk Plus (Zoho)
    Read and write ServiceDesk Plus (Zoho) data effortlessly. Integrate, manage, and automate requests, tasks, comments, and worklogs — almost no coding required.
    API Destination - ManageEngine ServiceDesk Plus (Zoho)

  7. To configure the ManageEngine ServiceDesk Plus (Zoho) connector, choose one of the following methods:

    • Choose from Popular Connector List: Select a pre-installed service directly from the dropdown menu.
    • Search Online: Use this to find and download a new connector file to your computer.
    • Use Saved/Downloaded File: Once the file is downloaded, browse your local drive to load it into the configuration.

    After that, just click Continue >>:

    ManageEngine ServiceDesk Plus (Zoho)
    API Destination -

  8. Proceed with selecting the desired Authentication Type. Then select API Base URL (in most cases default one is the right one). Finally, fill in all the required parameters and set optional parameters if needed. You may press a link Steps to Configure which will help set certain parameters. More info is available in Authentication section.

    OAuth

    ManageEngine ServiceDesk Plus (Zoho) authentication

    OAuth Connection for ManageEngine ServiceDesk Plus 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:
    ManageEngine ServiceDesk Plus (Zoho)
    OAuth [OAuth]
    https://sdpondemand.manageengine.com/api/v3
    Optional Parameters
    ClientId
    ClientSecret
    Permissions SDPOnDemand.requests.ALL
    AccountUrl https://accounts.zoho.com
    RedirectUrl https://zappysys.com/oauth
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ZappySys OAuth Connection

  9. Select the desired endpoint, change/pass the properties values, and go to the Mappings tab to map the columns.

    API Destination - ManageEngine ServiceDesk Plus (Zoho)
    Read and write ServiceDesk Plus (Zoho) data effortlessly. Integrate, manage, and automate requests, tasks, comments, and worklogs — almost no coding required.
    API Destination - ManageEngine ServiceDesk Plus (Zoho)

  10. Finally, map the desired columns:

    API Destination - ManageEngine ServiceDesk Plus (Zoho)
    Read and write ServiceDesk Plus (Zoho) data effortlessly. Integrate, manage, and automate requests, tasks, comments, and worklogs — almost no coding required.
    API Destination - ManageEngine ServiceDesk Plus (Zoho)

  11. That's it; we successfully configured the POST API Call. In a few clicks we configured the ManageEngine ServiceDesk Plus (Zoho) API call using ZappySys ManageEngine ServiceDesk Plus (Zoho) Connector

    Execute Package

Load ManageEngine ServiceDesk Plus (Zoho) data into SQL Server using Upsert Destination (Insert or Update)

Once you configured the data source, you can load ManageEngine ServiceDesk Plus (Zoho) data into SQL Server using Upsert Destination.

Upsert Destination can merge or synchronize source data with the target table. It supports Microsoft SQL Server, PostgreSQL, and Redshift databases as targets. Upsert Destination also supports very fast bulk upsert operation along with bulk delete.

Upsert operation - a database operation which performs INSERT or UPDATE SQL commands based on record's existence condition in the target table. It inserts records that don't have matching records in the target table or updates them, if they do, by matching them by key columns.

Upsert Destination supports INSERT, UPDATE, and DELETE operations, so it is similar to SQL Server's MERGE command, except it can be used directly in SSIS package.

  1. From the SSIS Toolbox drag-and-drop Upsert Destination component onto the Data Flow designer background.

  2. Connect your SSIS source component to Upsert Destination.

  3. Double-click on Upsert Destination component to open configuration window.

  4. Start by selecting the Action from the list.

  5. Next, select the desired target connection or create one by clicking <New [provider] Connection> menu item from the Target Connection dropdown.

  6. Then select a table from the Target Table list or click New button to create a new table based on the source columns.

  7. Continue by checking Insert and Update options according to your scenario (e.g. if Update option is unchecked, no updates will be made).

  8. Finally, click Map All button to map all columns and then select the Key columns to match the columns on:

    Configure SSIS Upsert Destination component to merge data with SQL Server, PostgreSQL, or Redshift table

  9. Click OK to save the configuration.

  10. Run the package and ManageEngine ServiceDesk Plus (Zoho) data will be merged with the target table in SQL Server, PostgreSQL, or Redshift:

    Execute Package - Reading data from API Source and load into target

  11. Done!

Deploy and schedule SSIS package

After you are done creating SSIS package, most likely, you want to deploy it to SQL Server Catalog and run it periodically. Just follow the instructions in this article:

Running SSIS package in Azure Data Factory (ADF)

To use SSIS PowerPack in ADF, you must first prepare Azure-SSIS Integration Runtime. Follow this link for detailed instructions:

Supported ManageEngine ServiceDesk Plus (Zoho) Connector actions

Got a specific use case in mind? We've mapped out exactly how to perform a variety of essential ManageEngine ServiceDesk Plus (Zoho) operations directly in SSIS, so you don't have to figure out the setup from scratch. Check out the step-by-step guides below:

Conclusion

In this article we showed you how to connect to ManageEngine ServiceDesk Plus (Zoho) in SSIS and integrate data without writing complex code — all of this was powered by ManageEngine ServiceDesk Plus (Zoho) Connector.

Download SSIS PowerPack 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):

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