Export Data from SQL Server to FinancialForce through SSIS

Easily push SQL Server data to FinancialForce using the CData SSIS Tasks for FinancialForce.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for FinancialForce allows you to easily transfer FinancialForce data. In this article you will export data from SQL Server to FinancialForce.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new FinancialForce Destination control to the data flow task.

Configure the ADO.NET Source

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

  1. Open the ADO.NET 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 FinancialForce.
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for FinancialForce

Follow the steps below to set required 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. Select CData FinancialForce Connection Manager in the menu.
  3. Configure the connection properties. A typical connection requires:
    • User
    • Password
    • Security Token

    There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

    Authenticating with a Login and Token

    Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

    To disable the security token:

    1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
    2. Add your IP address to the list of trusted IP addresses.

    To obtain the security token:

    1. Open the personal information page on FinancialForce.com.
    2. Click the link to reset your security token. The token will be emailed to you.
    3. Specify the security token in the SecurityToken connection property or append it to the Password.

    Authenticating with OAuth

    If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

    Connecting to FinancialForce Sandbox Accounts

    Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

Configure the FinancialForce Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the FinancialForce destination table.

  1. Double-click the FinancialForce destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  • Specify the table into which the data will be exported: On the Component Properties tab, enter the table name in the TableName property, under the Custom Properties section. In this case, you will transfer Account records.
  • 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.

     
     
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