Import OFX Data into SQL Server using SSIS

Easily back up OFX 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 OFX inside of a SQL Server SSIS workflow to transfer OFX data into a Microsoft SQL Server database.

Add the Components

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

Create a New Connection Manager

Follow the steps below to save OFX 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 OFX. The CData OFX Connection Manager is displayed.
  3. Configure connection properties. A typical connection requires:
    • OFXUser
    • OFXPassword
    • FIID

    Authentication セクションのOFXUser およびOFXPassword プロパティを、有効なOFX ユーザークレデンシャルに設定する 必要があります。これに加えて、FIURL、FIOrganizationName、およびFIID を設定することが必要です。 これは、financial インストール固有のものになります。さらに、OFXVersion、ApplicationVersion、ApplicationId を含む、 アプリケーション固有の設定も必要です。

    一部のサービスへの接続には、AccountId、AccountType、BankId、BrokerId、およびCCNumber など追加のアカウント情報を指定する必要があります。

Configure the OFX Source

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

  1. Double-click the OFX 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 InvBalances table with the following query: SELECT * FROM InvBalances
  4. Close the OFX 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 OFX 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 OFX data.