Zoho SalesIQ Connector for SSIS : Get feedbacks

Learn how to get feedbacks using the Zoho SalesIQ Connector for SSIS. This connector enables you to read and write Zoho SalesIQ data effortlessly. Integrate, manage, and automate chats and visits — almost no coding required. We'll walk you through the exact setup.

Let's dive in!

Zoho SalesIQ Connector

Powering this integration

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

Built on the ZappySys API Connector Framework, the Zoho SalesIQ Connector for SSIS is a high-performance, low-code / no-code solution. It enables you to read and write Zoho SalesIQ 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!).

Get feedbacks 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 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

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

OAuth

Zoho SalesIQ 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 SalesIQ

OAuth [OAuth]

https://salesiq.zoho.com/api/v2/[$Compnay$]

Optional Parameters
Company Screen Name for URL (e.g. mycompany)
ClientId
ClientSecret
Permissions	SalesIQ.operators.READ SalesIQ.conversations.READ SalesIQ.feedbacks.READ SalesIQ.departments.READ
AccountUrl	https://accounts.zoho.com
RedirectUrl	https://zappysys.com/oauth
RetryMode	RetryWhenStatusCodeMatch
RetryStatusCodeList	429
RetryCountMax	5
RetryMultiplyWaitTime	True

Select Feedbacks table from the dropdown and hit Preview Data:

API Source - Zoho SalesIQ

Read and write Zoho SalesIQ data effortlessly. Integrate, manage, and automate chats and visits — almost no coding required.

Zoho SalesIQ

Feedbacks

Optional Parameters
Ratings
OperatorIds
DepartmentIds
AppIds
StartTime
EndTime
TimezoneOffset
VisitorEmail

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 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)

Conclusion

And there you have it — a complete guide on how to get feedbacks in SSIS without writing complex code. All of this was powered by Zoho SalesIQ 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 SalesIQ Connector

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