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Import EDGAR Online Data into SQL Server using SSIS

Easily back up EDGAR Online data to SQL Server using the SSIS components for Salesforce.

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 EDGAR Online inside of a SQL Server SSIS workflow to transfer EDGAR Online data into a Microsoft SQL Server database.

Add the Components

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

Create a New Connection Manager

Follow the steps below to save EDGAR Online 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 EdgarOnline. The CData EDGAR Online Connection Manager is displayed.
  3. Configure connection properties. A typical connection requires:
    • AppKey
    1. Navigate to https://developer.edgar-online.com/ and create an account.
    2. Register a new application and retrieve the AppKey. You should select one of the available Web APIs this application will use like HackPack, Insider Trades or Institutional Ownership.
      Note: HackPack is the most important Web API that an application can use since it supports a large number of endpoints. If you are getting the "Access Denied" error you must create a new app and select the correct Web API which supports the resource you are querying.
    3. After successfully creating a new app, you can access your keys through your "my account" area. Set the AppKey connection property value equal to the Key of your application.

Configure the EDGAR Online Source

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

  1. Double-click the EDGAR Online 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. This article retrieves all records from the Subscriptions table with the following query: SELECT * FROM Subscriptions
  4. Close the EDGAR Online 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 EDGAR Online 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 EDGAR Online data.

 
 
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