Connect SQL Server Integration Services to Zoho CRM

In this section, you’ll find the detailed guide on how to connect SQL Server Integration Services and Zoho CRM. The solution described in this guide demonstrates how to establish a connection to Zoho CRM in Visual Studio using the SQL Server Integration Services extension. Additionally, you’ll explore two ways to obtain Zoho CRM data.

Prerequisites

  • Download and install the SQL Server Integration Services Projects 2022 extension.

  • Download and install Devart ODBC Driver for Zoho CRM.

  • Create a Windows DSN.

Configure the ODBC connection

1. To create an Integration Services project, open Visual Studio and click Create a new project.

Create a new project

2. Select Integration Services Project, then click Next.

Integration Services Project

3. In Project Name, enter the project name.

4. In Location, enter the repository file path.

5. Optional: To store the project and the solution in different directories, clear the Place solution and project in the same directory checkbox. Then in Solution name, enter the desired name.

6. Click Create.

Configure the project

7. Select the Data Flow tab, then click No data flow tasks have been added to this package. Click here to add a new Data Flow task.

Add a data flow task

8. To add a source for extracting data from an ODBC-compliant data source, drag the ODBC Source component from the SSIS Toolbox into the design area.

Add ODBC Source

9. Double-click the added source, then click New.

Add a DSN

10. In the Configure ODBC Connection Manager dialog that opens, click New.

Click the New button

11. Under Use user or system data source name, select your DSN.

12. In User name and Password, enter your Salesforce credentials.

Optional: To verify the connection settings, click Test Connection.

13. Click OK.

Select the required DSN

The data connection is added to the ODBC Connection Manager.

14. Click OK.

Added data connection

View the data

You can retrieve Salesforce data in one of the following ways:

  • Select the table name:

    1. In Name of the table or the view, select the table.

    2. Click Preview.

Preview data

  • Run a SQL query:

    1. Under Data Access Mode, select SQL command.

    2. In SQL command text, enter your SQL query.

    3. Click Preview.

Get data using a SQL query

The data is displayed in a table.

Retrieved data