Use the CData SSIS Components to Insert New or Update Existing Zoho CRM Records from SQL Server

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Components for Zoho CRM allow you to easily transfer data from SQL Server to Zoho CRM.

This article demonstrates how to use the CData SSIS Components for Zoho CRM inside of a SQL Server Integration Services workflow to export data from SQL Server to Zoho CRM, utilizing a lookup component to find and update any existing records or insert new records.

Add the Components

To get started, add a new OLE DB source, CData Zoho CRM lookup, and two CData Zoho CRM destinations (one to handle a lookup with a match and one to handle a lookup without a match) to a new data flow task.

Configure the OLE DB Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

1. Open the OLE DB Source and add a new connection. Enter your server and database information here.
2. In the Data access mode menu, select "Table or view" and select the table or view to export into Zoho CRM.
3. Close the OLE DB Source wizard and connect it to the CData Zoho CRM Destination.

Create a New Connection Manager for Zoho CRM

Follow the steps below to save connection properties in the Connection Manager.

1. Create a new Connection manager: 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 the CData Zoho CRM Connection Manager.
3. Configure the connection properties. A typical Zoho CRM connection requires:
   • User
   • Password
   • AccessToken

Configure the Zoho CRM Lookup

In the lookup component Transform Editor, define mappings from the SQL Server source table into the Zoho CRM lookup table.

1. Double-click the Zoho CRM lookup to open the lookup component editor.
2. In the Connection tab, select the Connection manager previously created.
3. On the Connection tab, specify the Connection manager (or create a new one) and the table into which the data will be upserted. In this case, you will transfer Account records.
4. On the Columns tab, configure the mapping of the primary key from the input columns to the primary key of the lookup columns.

Configure the Zoho CRM Destinations

Using the lookup component, you know which entries from the data source already exist in Zoho CRM and which ones are new. Configure two Zoho CRM components to handle the situation where a match is found and a match is not found.

Lookup Match Destination

If the lookup component returns a match, update the existing record in Zoho CRM.

1. Map the Lookup Match Output to a Zoho CRM destination component.
2. Double-click the Zoho CRM destination to open the destination component editor.
3. In the Connection Manager tab, select the Connection manager previously created.
4. Specify the table which will be updated and set the Action to "Update."
5. On the Column Mappings tab, configure the mappings from the input columns to the destination columns (be sure to map the SQL Server primary key column to the Zoho CRM primary key column).

Lookup No Match Destination

If the lookup component does not return a match, add a new record to Zoho CRM.

1. Map the Lookup No Match Output to a Zoho CRM destination component.
2. Double-click the Zoho CRM destination to open the destination component editor.
3. In the Connection Manager tab, select the Connection manager previously created.
4. Specify the table into which the new record will be inserted and set the Action to "Insert."
5. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.