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Back Up Zoho CRM data to SQL Server through SSIS

Easily back up data to SQL Server using the CData ADO.NET Provider for Zoho CRM. This example uses an SSIS workflow to populate a database with Zoho CRM data.

The CData ADO.NET Provider for Zoho CRM connects Zoho CRM data to applications that provide backup, reporting, full-text search, analytics, and more.

This example demonstrates how to use the provider for Zoho CRM inside of a SQL Server SSIS workflow to directly transfer Zoho CRM data into a Microsoft SQL Server database. The exact same procedure outlined below can be used with any CData ADO.NET Data Providers to connect SQL Server directly with remote data via SSIS.

  1. Open Visual Studio and create a new Integration Services project.
  2. Add a new Data Flow task from the toolbox onto the Control Flow screen.
  3. In the Data Flow screen, add an ADO.NET Source and an OLE DB Destination from the toolbox.

  4. Add a new connection and select .NET Providers\CData ADO.NET Provider for Zoho CRM 2015.
  5. In the connection manager, enter the connection details for Zoho CRM data. Below is a typical connection string:

    AuthToken=2ad3b3e719f6bed7368e5e7e26e4f988;

    Zoho CRM はOAuth 認証標準を利用しています。OAuth を使って認証するには、アプリケーションを作成してOAuthClientId、OAuthClientSecret、およびCallbackURL 接続プロパティを取得しなければなりません。認証方法については、OAuth 認証の使用 を参照してください。

    Zoho CRM 本製品はパフォーマンスを向上させるためにデフォルトでUseServerSideFiltering がTrue に設定されていますが、誤った結果が返される場合があります。詳しくは、高度な設定 を参照してください。

  6. Open the DataReader editor and set the following information:

    • ADO.NET connection manager: In the Connection Managers menu, select the Data Connection you just created.
    • Data access mode: Select 'SQL command'.
    • SQL command text: In the DataReader Source editor, open the Component Properties tab and enter a SELECT command, such as the one below:

      SELECT Account_Name, Annual_Revenue FROM Accounts

  7. Close the DataReader editor and drag the arrow below the DataReader Source to connect it to the OLE DB Destination.
  8. Open the OLE DB Destination and enter the following information in the Destination Component Editor.

    • Connection manager: Add a new connection. Enter your server and database information here. In this example, SQLExpress is running on a separate machine.
    • Data access mode: Set your data access mode to "table or view" and select the table or view to populate in your database.
  9. Configure any properties you wish on the Mappings screen.

  10. Close the OLE DB Destination Editor and run the project. After the SSIS task has finished executing, your database will be populated with data obtained from Zoho CRM data.
 
 
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