Export Data from SQL Server to QuickBooks Online through SSIS

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QuickBooks Online SSIS Components

SSIS ソース元 & 接続先コンポーネントは、SQL Server SSIS のワークフロー内で簡単にQuickBooks Online アカウントデータにリアルタイム接続できるパワフルなツールです。

データフロー内のQuickBooks Online コンポーネントを使ってCustomers、Transactions、Invoices、Sales Receipts、etc. を同期できます。データ同期、ローカルバックアップ、ワークフローの自動化などに最適!

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



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

Add Source and Destination Components

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

Create a New Connection Manager for QuickBooks Online

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 QuickBooksOnline Connection Manager in the menu.
  3. Configure the connection properties. A typical connection requires:

      QuickBooks Online への接続にはOAuth 認証標準を使います。Embedded Credentials を使用すると、接続プロパティを設定せずに接続できます。接続すると、本製品はデフォルトブラウザでOAuth エンドポイントを開きます。ログインして、アプリケーションにアクセス許可を与えるだけです。本製品がOAuth プロセスを完了します。

      詳細はヘルプドキュメントを参照してください。

    Configure the QuickBooks Online Destination

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

    1. Double-click the QuickBooks Online destination to open the destination component editor.
    2. In the Connection Managers tab, select the connection manager previously created.
  4. 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 Customers records.
  5. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.
  6. 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.