Build Data Flows from Zoho Projects 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 Projects inside of a SQL Server SSIS workflow to transfer Zoho Projects data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Zoho Projects 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 Projects 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 ZohoProjects. The CData Zoho Projects Connection Manager is displayed.
3. Configure connection properties.

   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.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Zoho Projects Source

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

1. Double-click the Zoho Projects 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, Name FROM Portals WHERE CrmPartner = 'true'
   

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