Learn more
 

Ready to get started?

Download a free trial of the Zoho Books SSIS Component to get started:

 Download Now

Learn more:

Zoho Books Icon Zoho Books SSIS Components

Powerful SSIS Source & Destination Components that allows you to easily connect SQL Server with Zoho Books through SSIS Workflows.

Use the Zoho Books Data Flow Components to synchronize with Zoho Books Accounts, Bills, Journals, Taxes, and more. Perfect for data synchronization, local back-ups, workflow automation, and more!

In this article

Related articles

How to Import Zoho Books Data into SQL Server using SSIS


Easily back up Zoho Books data to SQL Server using the SSIS components for Zoho Books.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Zoho Books inside of a SQL Server SSIS workflow to transfer Zoho Books data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Zoho Books source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save Zoho Books connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select ZohoBooks. The CData Zoho Books Connection Manager is displayed.
  3. Configure connection properties.

    Zoho Books uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section of the Getting Started guide in the Help documentation for an authentication guide.

Configure the Zoho Books Source

Follow the steps below to specify the query to be used to extract Zoho Books data.

  1. Double-click the Zoho Books source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. For example: SELECT InvoiceId, InvoiceNumber FROM INVOICES WHERE CustomerName = 'NewTech Industries'
  4. Close the Zoho Books Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Zoho Books data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen.

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Zoho Books data.