Back Up Zoho Projects data to SQL Server through SSIS



Effortlessly backup data to SQL Server by utilizing the CData ADO.NET Provider for Zoho Projects. In this article, we will employ an SSIS workflow to populate a database with Zoho Projects data data.

This article illustrates using the Zoho Projects ADO.NET Data Provider within a SQL Server SSIS workflow for the direct transfer of Zoho Projects data to a Microsoft SQL Server database. It's worth noting that the identical process detailed below is applicable to any CData ADO.NET Data Providers, enabling the direct connection of SQL Server with remote data through 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 Projects.
  5. In the connection manager, enter the connection details for Zoho Projects data.

    The connector uses OAuth to authenticate with Zoho Projects. CData Software has already registered an OAuth application with Zoho Project which is embedded and used to authenticate.

    If you use the embedded credentials, set the InitiateOAuth connection property to "GETANDREFRESH".

    If you would prefer to use your own custom OAuth app, see the Help documentation.

  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 Id, Name FROM Portals WHERE CrmPartner = 'true'

  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 Projects data.

Ready to get started?

Download a free trial of the Zoho Projects Data Provider to get started:

 Download Now

Learn more:

Zoho Projects Icon Zoho Projects ADO.NET Provider

Rapidly create and deploy powerful .NET applications that integrate with Zoho Projects.