Export Data from SQL Server to Salesforce Pardot through SSIS





Salesforce Pardot SSIS Components

パワフルなSSIS Source & Destination Components で、SQL Server とSalesforce Pardot をSSIS ワークフローで連携。

Salesforce Pardot Data Flow Components を使ってSalesforce Pardot のEmails、Lists、Opportunities、Users データを簡単に同期。データ同期、ローカルバックアップ、ワークフロー自動化に最適!

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

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

Add Source and Destination Components

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

Create a New Connection Manager for Salesforce Pardot

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 SalesforcePardot Connection Manager in the menu.
  3. Configure the connection properties. A typical connection requires:
    • ApiVersion
    • User
    • Password
    • UserKey

    Salesforce Pardot はUsername、Password、およびUser Key を指定して接続します。

    • ApiVersion: 提供されたアカウントがアクセス可能なSalesforcePardot API バージョン。 デフォルトは4です。
    • User: Salesforce Pardot アカウントのユーザー名。
    • Password: Salesforce Pardot アカウントのパスワード。
    • UserKey: SalesforcePardot アカウントの一意のユーザーキー。このキーは永久的に利用できます。
    • IsDemoAccount (optional): でもアカウントの場合は、TRUE に設定。

    Pardot User Key へのアクセス

    現在のアカウントのUser Key にアクセスするには、「設定」->「My Profile」の「API User Key」行にアクセスします。

Configure the Salesforce Pardot Destination

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

  1. Double-click the Salesforce Pardot 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 Prospects 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.