How to Import Zenefits Data into SQL Server using SSIS

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Zenefits inside of a SQL Server SSIS workflow to transfer Zenefits data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Zenefits source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save Zenefits connection properties in a connection manager.

1. 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 API. The CData Zenefits Connection Manager is displayed.
3. Configure connection properties.

   Start by setting the Profile connection property to the location of the Zenefits Profile on disk (e.g. C:\profiles\Zenefits.apip). Next, set the ProfileSettings connection property to the connection string for Zenefits (see below).

   Zenefits API Profile Settings

   In order to authenticate to Zenefits, you'll need to provide your API Key. To create an API Key, from your account head over to Company Overview > Custom Integrations, then besides Rest API Access select Add Token. Set the API Key in the ProfileSettings property to connect.

Configure the Zenefits Source

Follow the steps below to specify the query to be used to extract Zenefits data.

1. Double-click the Zenefits source to open the source component editor.
2. In the Connection Manager menu, select the connection manager previously created.
3. Specify the query to use for the data extraction. For example: SELECT Id, Title FROM People WHERE Status = 'active'
4. Close the Zenefits Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Zenefits data into.

1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
2. In the Data access mode menu, select "table or view".
3. In the Table Or View menu, select the table or view to populate.
4. Configure any properties you wish to on the Mappings screen.

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Zenefits data.