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Execute Stored Procedures to Zoho CRM in BizTalk

You can use stored procedures provided by the CData BizTalk Adapter for Zoho CRM to automate working with Zoho CRM data in BizTalk. Stored procedures implement actions available in the underlying API.

Stored procedures implement Zoho CRM actions that cannot be represented as SELECT, INSERT, UPDATE, and DELETE statements. This article shows how to generate a schema for a stored procedure. You can use the schema to execute the stored procedure from a send port.

Add the Adapter to Your Project

Use the Add Adapter wizard to add the adapter to a BizTalk Server project in Visual Studio. The adapter will return metadata about the inputs of the stored procedure and its results. This metadata is needed to create the schema.

  1. Right-click on the project in the Solution Explorer and click Add -> Add Generated Items.
  2. Select Add Adapter Metadata in the resulting dialog box.
  3. In the resulting Add Adapter wizard, select the adapter from the list.
  4. In the Port menu, leave the selection blank. Or, select a receive location or send port that has been configured to use the Zoho CRM Adapter.
  5. On the Connection String page, enter authentication credentials and other connection properties if they were not already configured in the send port or the receive location.

    Below is a typical connection string:

    AuthToken=2ad3b3e719f6bed7368e5e7e26e4f988;

    You will need to obtain an AuthToken to authenticate to Zoho CRM. You can generate an AuthToken on the Zoho CRM website or by calling the GetAuthToken stored procedure. Note that when you generate an AuthToken from Zoho CRM, you can only generate an AuthToken for your user account. You can generate AuthTokens for other user accounts by calling GetAuthToken.

    See the "Getting Started" chapter in the help documentation for a guide.

Generate the Schema

After you enter connection properties in the Add Adapter wizard, the Schema wizard is displayed.

  1. On the next page, Schema Information, select the Send Port that you have configured to use the Zoho CRM Adapter.
  2. If you have configured the CData Zoho CRM Adapter in a solicit-response send port, disable the One-Way option.
  3. In the Command Type menu, select Stored Procedure.
  4. Select the stored procedure from the menu and enter the values for the input parameters.
  5. Confirm the settings in the summary displayed by the wizard and click Finish to generate the schema.xsd file.

Processing Schemas

To use schemas in a simple BizTalk application, see the tutorial.