Video tutorial

Watch this quick video to see the integration in action. It walks you through the end-to-end setup, including:

  • Installing the SSIS PowerPack
  • Configuring a secure connection to Zoho SalesIQ
  • Working with Zoho SalesIQ data directly inside SSIS
  • Exploring advanced API Source features
While this video uses the OData Connector as an example, the core concepts and setup process are exactly the same for the Zoho SalesIQ Connector.

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

Prerequisites

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

  1. SQL Server Data Tools (SSDT) designer installed for Visual Studio.
  2. SQL Server Integration Services Projects 2022+ Visual Studio extension installed.
  3. SSIS PowerPack is installed.

Get operators in SSIS

  1. Open Visual Studio and click Create a new project.

  2. Select Integration Services Project. Enter a name and location for your project, then click OK.

  3. From the SSIS Toolbox, drag and drop a Data Flow Task onto the Control Flow surface, and double-click it:

    Drag Data Flow Task onto Control Flow to use SSIS PowerPack Data Flow components

  4. Make sure you are in the Data Flow Task designer:

    Make sure you are in Data Flow designer in SSIS package

  5. 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

  6. Select New Connection to create a new connection:

    API Source - New Connection

  7. 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

  8. Select your authentication scenario below to expand connection configuration steps to:

    • Configure the authentication in Zoho SalesIQ.
    • Enter those details into the API Connection Manager configuration.
    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)
    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:
    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
    ZappySys OAuth Connection
    Find full details in the Zoho SalesIQ Connector authentication reference.

  9. Select Operators 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
    Operators
    Optional Parameters
    LastSyncTime
    SSIS API Source - Read from table or endpoint

  10. 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)

    Execute Package - Reading data from Zoho SalesIQ and load into target

Zoho SalesIQ Connector actions

Need another use case? Pick the next Zoho SalesIQ action in SSIS below.

Conclusion

You now know how to get operators in SSIS without writing complex code. SSIS Zoho SalesIQ Connector handled pagination and authentication automatically.

Ready to get started? Download the trial or ping us via chat if you need help:

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