Zoho Integration Case Study

Zoho Integration Case study

Zoho SQL Server integration

It is imperative for today’s global business processes to be in sync with the latest in technologies. In doing so IT systems are constantly changing and there is a need to migrate as seamlessly as possible— but not at the cost of production outages. In this case study we discuss

How we created a custom integration with the ZOHO system to map to an existing SQL server to migrate from one CRM application to another
Right questions to ask to the client before start of any integration project
Digging deeper to discover more questions
Finally creating the application and using Windows Service to run the application automatically.

Solution

We used the standard Zoho APIs to create the integration when an order was created from SQL server to update Zoho. We did field mapping between 2 systems to create below transactions in ZOHO

Create Customer
Create Product
Link Multiple products to customer
Finally Create Sales order

Challenges

We realized some technical issues and also some integration related scenarios that we got stuck with

Zoho library keeps giving request time out errors to connect to the APIs after few API calls.
We figured out that if we run JSFiddler then library works perfectly and found there’s an open issue in Zoho library where connection is not closed after API calls.
We created a windows service application to keep the integration running and which will check in the database for any new orders and then create the newly created orders in Zoho.

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Results

Accomplishments

Integration projects always have an exploratory phase where you need to confirm the details from the customer on the expected result but cannot solely rely on that. It is important the 3rd party APIs (Example ZOHO in this case) are working as expected and also that the APIs are not restricted in terms of count or access.
Using APIs it makes it easier to migrate to your target application Have source data copy or backup so there is less risk of data being lost
Also it is important to understand the client’s requirement and source and target system mapping in order for integration to work seamlessly. Integration projects serves more than just sending the data from one place to another it helps greatly in Reducing time to map the data manually Reduces chances of manual error due to automation between 2 systems
Ensuring the application picks up any left over orders from last run if the replication has failed for any reason

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