Double click JSON Source to configure as below.Go to data flow and drag ZS JSON Source from SSIS Toolbox.Drag data flow task from Control flow SSIS Toolbox.Enter your Zoho API token as value (see previous section to get API token) Goto SSIS > Variable and create a new string variable called token.So below steps shows example of reading Zoho Lead modules using getRecords API Call. Full sample package is attached at the end of this article but see below steps for high level configuration. Zoho provides JSON API for read action so we will Use SSIS JSON Source for this purpose. read Leads, Accounts, Contacts, Invoice etc). Now lets look at step by step example of reading Zoho CRM data using SSIS (e.g. Read data from Zoho using SSIS (Export Zoho CRM data to SQL Server Table) How to get Zoho CRM API Token (For SSIS or other app integration) Later in this article we have some more examples (Older API) which may give you one more ways to load data into Zoho (Use of Template Transform).īasically you have to build POST Body using JSON Generator Transform or Template Transform and then use that data in Web API Destination to call POST API request to push data to Zoho. Use combination of the following Transforms / Components. SQL Server) to Zoho CRM then you can use Records API (POST). If you like to load data from any source (i.e. To execute data flow, Right click anywhere inside Data Flow Surface and click Execute Task.NOTE: If you wish to debug data flow and see records when you run, add data viewer by right click on blue arrow > Click Enable Data Viewer That's it, You are now ready to run data flow.Click OK to Save Upsert Destination Settings.SSIS Upsert Destination - Columns Mappings Click on Mappings Tab to Auto map columns by name.Select Target Table or click NEW to create new table based on source columns.Select Target Connection or click NEW to create new connection Configure SSIS Upsert Destination Connection - Loading data (REST / SOAP / JSON / XML /CSV) into SQL Server or other target using SSIS.Double click Upsert Destination to configure it.Connect our Source component to Upsert Destination.Inside Data Flow, Drag and drop Upsert Destination Component from SSIS Toolbox.In below example we will see loading data into SQL Server database but steps may remain same for other targets which can be accessed using OLEDB Drivers (e.g. Now let's look at how to load data into target like SQL Server, Oracle or Flat File. Drag ZS REST API Task from Control Flow SSIS Toolbox as below.Open SSIS Package and go to SSIS Designer (Control Flow).In the next section we will see how to load data in SQL Server. We will use ZappySys REST API Task to make simple API call. Once you create Zoho OAuth App now its time to call some Zoho API. Register Zoho OAuth App and get ClientID/ Secret (*** MUST READ ***)Ĭheck this article to register your OAuth App and obtain Client ID /Client Secret Create Zoho OAuth Connection in SSIS (for API call) Zoho may discontinue Token based method in future. If you must use static token-method then check next section. OAuth approach is more secure an recommended. It uses OAuth 2.0 instead of static Token based (described in the next section). Optional (If you want to Deploy and Schedule ) - Deploy and Schedule SSIS PackagesĪuthentication Using Zoho V2 REST API (OAuth 2.0).Make sure ZappySys SSIS PowerPack is installed ( download it).Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.SSIS designer installed. Sometimes it is referred as BIDS or SSDT ( download it from Microsoft site). Now let’s look at step-by-step approach to call Zoho API using SSIS.īefore we perform steps listed in this article, you will need to make sure following prerequisites are met: In the next section, we will look at Write scenario too. Leads, Accounts, Contacts) and load into SQL Server Database Table. We will look at step-by-step instructions to read Zoho CRM data (e.g. We will use SSIS JSON/ REST API Source to extract data from Zoho API and use SSIS Web API Destination to write data to Zoho. In this post, you will learn how to read / write Zoho CRM data using SSIS (Drag and drop approach without any coding). Please visit this page to see all Pre-Configured ready to use API connectors which you can use in SSIS API Source / SSIS API Destination OR API ODBC Driver (for non-SSIS Apps such as Excel, Power BI, Informatica). You can still use steps from this article but if you are new to API or want to avoid learning curve with API then use newer approach. UPDATE: ZappySys has released a brand new API Connector for Zoho CRM Online which makes it much simpler to Read/Write Zoho CRM Data in SSIS compared to the steps listed in this article.
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