Zoho SalesIQ Connector for SSIS

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.
You can use this connector to integrate Zoho SalesIQ data inside SSIS and SQL Server. Let's take a look at the steps below to see how exactly to accomplish that.

Download Documentation

If you are new with SSIS and ZappySys SSIS PowerPack then check below links to get started.

How to get started with SSIS and SSIS PowerPack. it covers how to install necessary tools to design/debug SSIS Packages, deploy to SSIS catalog and last Schedule SSIS Package to run using SQL Agent. It will also cover how to secure SSIS package and Parameterize values (e.g. Password, Hostname, etc).
SSIS API Source Help File
SSIS API Destination Help File

Connect to Zoho SalesIQ in other apps

Connect to Zoho SalesIQ in SQL Server

Connect to Zoho SalesIQ in Power BI

Connect to Zoho SalesIQ in SSRS

Connect to Zoho SalesIQ in Informatica

Connect to Zoho SalesIQ in MS Access

Connect to Zoho SalesIQ in MS Excel

Connect to Zoho SalesIQ in SSAS

Connect to Zoho SalesIQ in C#

Connect to Zoho SalesIQ in Python

Connect to Zoho SalesIQ in JAVA

Connect to Zoho SalesIQ in Tableau

Connect to Zoho SalesIQ in SAP Crystal Reports

Connect to Zoho SalesIQ in Azure Data Factory (Pipeline)

Connect to Zoho SalesIQ in Azure Data Factory (SSIS)

Connect to Zoho SalesIQ in Talend Studio

Connect to Zoho SalesIQ in UiPath

Connect to Zoho SalesIQ in PowerShell

Connect to Zoho SalesIQ in ODBC

Video Tutorial - Integrate Zoho SalesIQ data in SSIS

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

How to download / install required driver for Zoho SalesIQ integration in SSIS
How to configure connection for Zoho SalesIQ
Features about API Source (Authentication / Query Language / Examples / Driver UI)
Using Zoho SalesIQ Connection in SSIS

Watch this video on YouTube

Prerequisites

Before we perform steps listed in this article, you will need to make sure following prerequisites are met:

SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft site).
Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
Make sure ZappySys SSIS PowerPack is downloaded and installed (download it). Check Getting started section for more information.
Optional (If you want to Deploy and Schedule ) - Deploy and Schedule SSIS Packages

How to read data from Zoho SalesIQ in SSIS (Export data)

In this section we will learn how to configure and use Zoho SalesIQ Connector in API Source to extract data from Zoho SalesIQ.

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:
1. SSIS ToolBox on left side bar
2. Solution Explorer and Property Window on right bar
3. Control flow, data flow, event Handlers, Package Explorer in tab windows
4. 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 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

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 [OAuth]

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)

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.

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...

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

API Source - 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.
That's it! We are done! Just in a few clicks we configured the call to Zoho SalesIQ using Zoho SalesIQ 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)

Load Zoho SalesIQ data in SQL Server using Upsert Destination (Insert or Update)

Once you read data from the desired source, now let's see how to Load Zoho SalesIQ data in SQL Server using Upsert Destination. Upsert Destination can Merge/Synchronize data from source to target for Microsoft SQL Server, PostgreSql and Redshift. It supports very fast Bulk Upsert (Update or Insert) operation along and Bulk delete.

From the SSIS toolbox drag and drop Upsert Destination on the dataflow designer surface
Connect our Source component to Upsert Destination
Double click on Upsert Destination component to configure it.
Select the desired Microsoft SQL Server/PostgreSql/Redshift Target Connection or click NEW to create new connection. Select Target Table or click NEW to create new table based on source columns.

Configure SSIS Upsert Destination Connection - Loading data (REST / SOAP / JSON / XML /CSV) into SQL Server or other target using SSIS
Set Action to Upsert => (insert if not matching in target else update). Select Target Connection and Target Table. Check on Insert and Update. Click on Map All to Mappings all columns and check on Only Primary Key columns.
Click on OK to save Upsert Destination settings UI.
That's it. Run the SSIS Package and it will read the data from the Zoho SalesIQ and load the data in the SQL Server/PostgreSql/Redshift using Upsert Destination.

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

Watch this video on YouTube

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.

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 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.
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

OAuth [OAuth]

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)

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.

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...

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.
Finally, map 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.
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

Advanced topics

Actions supported by Zoho SalesIQ Connector

Zoho SalesIQ Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.

get_feedbacks

[Read more...]

Parameter

Description

Ratings

Option	Value
happy	happy
neutral	neutral
sad	sad

OperatorIds

DepartmentIds

AppIds

StartTime

The date for which to retrieve the report in YYYYMMDD format. Supported functions now|today|yesterday|weekstart|weekend|monthstart|monthend|yearstart|yearend and supported intervals for add/subtract are ms|s|sec|min|h|hour|y|year|d|day|m|month|y|year. Example monthstart-3d (subtract 3days from month start)

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

EndTime

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

TimezoneOffset

VisitorEmail

get_conversations

[Read more...]

Parameter

Description

Status

Option	Value
open	open
closed	closed
waiting	waiting
connected	connected
missed	missed
end	end

OperatorIds

DepartmentId

AppId

StartTime

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

EndTime

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

VisitorType

Option	Value
lead	lead
contact	contact

UpdatedTimeStart

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

UpdatedTimeEnd

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

SortBy

Option	Value
end_time	end_time
updated_time	updated_time

get_operators

[Read more...]

Parameter

Description

LastSyncTime

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

get_departments

[Read more...]

Parameter

Description

LastSyncTime

Option	Value
2023-12-31T00:00:00	2023-12-31T00:00:00
now	now
today	today
yesterday	yesterday
yearstart-10y	yearstart-10y
monthstart	monthstart
monthend	monthend
yearstart	yearstart
yearend	yearend
weekstart	weekstart
weekend	weekend
yearstart-1y	yearstart-1y
yearend-1y	yearend-1y
monthstart-1d	monthstart-1d
monthend+1d	monthend+1d
monthend+1d-1y	monthend+1d-1y

Generic Request

This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL. [Read more...]

Parameter	Description
Url	API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
Body	Request Body content goes here
IsMultiPart	Set this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter	Enter filter to extract array from response. Example: $.rows[] --OR-- $.customers[].orders[*]. Check your response document and find out hierarchy you like to extract
Headers	Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair

Conclusion

In this article we discussed how to connect to Zoho SalesIQ in SSIS and integrate data without any coding. Click here to Download Zoho SalesIQ Connector for SSIS and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Zoho SalesIQ Connector for SSIS Documentation

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Build your own Custom API Connector

Download Zoho SalesIQ Connector for SSIS Documentation

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