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Highrise Icon Highrise SSIS Components

Powerful SSIS Source & Destination Components that allows you to easily connect SQL Server with live Highrise account data through SSIS Workflows.

Use the Highrise Data Flow Components to synchronize with Highrise Accounts, Deals, Emails, People, Tasks, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!

Export Data from SQL Server to Highrise through SSIS

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

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 Highrise allows you to easily transfer Highrise data. In this article you will export data from SQL Server to Highrise.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Highrise 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 Highrise.
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Highrise

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 Highrise Connection Manager in the menu.
  3. Configure the connection properties.

    Highrise uses the OAuth authentication standard. To authenticate to Highrise, you will need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with Highrise. You will also need to set the AccountId to connect to data.

    See the "Getting Started" section in the help documentation for a guide to using OAuth.

Configure the Highrise Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Highrise destination table and the action you want to perform on the Highrise data. In this article, you will insert Deals entities to Highrise.

  1. Double-click the Highrise destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  3. In the Use a Table, menu, select Deals. In the Action menu, select Insert.
  4. 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.