Zoho SalesIQ Connector
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Write data in Zoho SalesIQ using Zoho SalesIQ Connector in SSIS


In this section we will learn how to configure and use Zoho SalesIQ Connector in the API Destination to write data in the Zoho SalesIQ.

Video Tutorial - Write or lookup data to Zoho SalesIQ using SSIS

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 Zoho SalesIQ integration in SSIS
  • How to configure connection for Zoho SalesIQ
  • How to Write or lookup data to Zoho SalesIQ
  • Features about SSIS API Destination
  • Using Zoho SalesIQ Connector in SSIS




How to write or lookup data to Zoho SalesIQ in SSIS (Import data)


In upper section we learned how to read data, now in this section we will learn how to configure Zoho SalesIQ in the API Source to Post data to the Zoho SalesIQ.

  1. Read the data from the source, being any desired source component. In example we will use ZappySys Dummy Data Source component.

  2. 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

  3. Select New Connection to create a new connection:

    API Destination - Zoho SalesIQ
    Zoho SalesIQ Connector can be used to integrate Zoho SalesIQ API in your App / BI Tools. You can exchange data on Chats, Visits and more.
    API Destination - New Connection

  4. Use a preinstalled Zoho SalesIQ Connector from Popular Connector List or press Search Online radio button to download Zoho SalesIQ Connector. Once downloaded simply use it in the configuration:

    Zoho SalesIQ
    Zoho SalesIQ Connector Selection

  5. 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 Connection for Zoho CRM API [API Help..]

    Steps to get Zoho SalesIQ Credentials : OAuth [OAuth]
    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.
    Zoho SalesIQ
    OAuth [OAuth]
    https://salesiq.zoho.com/api/v2/[$Compnay$]
    Required Parameters
    Optional Parameters
    Company Screen Name for URL (e.g. mycompany) Fill in the parameter...
    ClientId Fill in the parameter...
    ClientSecret Fill in the parameter...
    Permissions Fill in the parameter...
    AccountUrl Fill in the parameter...
    RedirectUrl Fill in the parameter...
    RetryMode Fill in the parameter...
    RetryStatusCodeList Fill in the parameter...
    RetryCountMax Fill in the parameter...
    RetryMultiplyWaitTime Fill in the parameter...
    ZappySys OAuth Connection

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

    API Destination - Zoho SalesIQ
    Zoho SalesIQ Connector can be used to integrate Zoho SalesIQ API in your App / BI Tools. You can exchange data on Chats, Visits and more.
    API Destination - Select Endpoint

  7. Finally, map the the desired columns:

    API Destination - Zoho SalesIQ
    Zoho SalesIQ Connector can be used to integrate Zoho SalesIQ API in your App / BI Tools. You can exchange data on Chats, Visits and more.
    API Destination - Columns Mapping

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