Build Data Flows from Zoho Inventory to SQL Server using SSIS

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

Add the Components

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

Create a New Connection Manager

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

   In order to connect to Zoho Inventory, set the following connection properties:

   • OrganizationId: set this to the ID associated with your specific Zoho Inventory organization
   • InitiateOAuth: set the to "GETANDREFRESH"
   • AccountsServer (Optional): set this full Account Server URL (only when manually refreshing the OAuth token)

   The connectors use OAuth to authenticate with Zoho Inventory. For more information, refer to the Getting Started section of the Help documentation.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Zoho Inventory Source

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

1. Double-click the Zoho Inventory 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, CustomerName FROM Contacts WHERE FirstName = 'Katherine'
   

   👁 The SQL query to retrieve records. (Salesforce is shown.)
   
4. Close the Zoho Inventory 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 Inventory 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. 👁 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 Inventory data.