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Zoho CRM SSIS Components

SSIS ソース元 & 接続先コンポーネントは、SQL Server SSIS のワークフロー内で簡単にZoho CRM アカウントデータにリアルタイム接続できるパワフルなツールです。

データフロー内のZoho CRM コンポーネントを使ってZoho CRM のLeads、Contacts、Opportunities、Accounts、etc. を同期できます。データ同期、ローカルバックアップ、ワークフローの自動化などに最適！

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Export Data from SQL Server to Zoho CRM through SSIS


Easily push SQL Server data to Zoho CRM using the CData SSIS Tasks for ZohoCRM.

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SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for ZohoCRM allows you to easily transfer Zoho CRM data. In this article you will export data from SQL Server to Zoho CRM.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Zoho CRM Destination control to the data flow task.

The source and destination components used in this example. (Salesforce is shown.)

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Zoho CRM. The SQL Server table to export into Zoho CRM. (Salesforce is shown.)
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for ZohoCRM

Follow the steps below to set required connection properties in the Connection Manager.

  1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. Select CData ZohoCRM Connection Manager in the menu.
  3. Configure the connection properties. A typical connection requires:
    • AuthToken

    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、ヘルプドキュメントの「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、ヘルプドキュメントの「高度な設定」を参照してください。

    The Connection Manager. (Salesforce is shown.)

Configure the Zoho CRM Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Zoho CRM destination table.

  1. Double-click the Zoho CRM destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created. The connection manager specified for the destination component. (Salesforce is shown.)
  • Specify the table into which the data will be exported: On the Component Properties tab, enter the table name in the TableName property, under the Custom Properties section. In this case, you will transfer Accounts records. The table into which the data will be exported. (Salesforce is shown.)
  • On the Column Mappings tab, configure the mappings from the input columns to the destination columns. The mappings from the SQL Server source to the SSIS destination component. (Salesforce is shown.)

    • Run the Project

    You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.

    The completed export. (Salesforce is shown.)