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URL: https://www.cdata.com/kb/tech/zohocreator-ssis-task-import-2008.rst

โ‡ฑ Build Data Flows from Zoho Creator to SQL Server using SSIS


Build Data Flows from Zoho Creator to SQL Server using SSIS

๐Ÿ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily back up Zoho Creator data to SQL Server using the SSIS components for Zoho Creator.

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 Creator inside of a SQL Server SSIS workflow to transfer Zoho Creator data into a Microsoft SQL Server database.

Add the Components

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

๐Ÿ‘ The Data Flow task used in this example. (Salesforce is shown.)

Create a New Connection Manager

Follow the steps below to save Zoho Creator 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 ZohoCreator. The CData Zoho Creator Connection Manager is displayed.
  3. Configure connection properties.

    The connector is already registered with Zoho Creator as an OAuth application.

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

    ๐Ÿ‘ Configuring a connection (Salesforce is shown).

Configure the Zoho Creator Source

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

  1. Double-click the Zoho Creator 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 ID, Leave_Type FROM Leave_Types WHERE Leave_Type = 'Sick'
    
    ๐Ÿ‘ The SQL query to retrieve records. (Salesforce is shown.)
  4. Close the Zoho Creator 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 Creator 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. ๐Ÿ‘ The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)

Run the Project

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

๐Ÿ‘ The completed import. (Salesforce is shown.)

Ready to get started?

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

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๐Ÿ‘ Zoho Creator Icon
Zoho Creator SSIS Components

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

Use the Zoho Creator Data Flow Components to synchronize with Zoho Creator Records, Files, Jobs, and more. Perfect for data synchronization, local back-ups, workflow automation, and more!