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Export Data from SQL Server to Zoho Books through SSIS

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

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 Zoho Books allows you to easily transfer Zoho Books data. In this article you will export data from SQL Server to Zoho Books.

Add Source and Destination Components

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

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 Books.
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Zoho Books

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 ZohoBooks Connection Manager in the menu.
  3. Configure the 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 Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Zoho Books destination table and the action you want to perform on the Zoho Books data. In this article, you will insert INVOICES entities to Zoho Books.

  1. Double-click the Zoho Books destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  3. In the Use a Table, menu, select INVOICES. In the Action menu, select Insert.
  4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.

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.