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Import QuickBooks POS Data into SQL Server using SSIS

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

Add the Components

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

Create a New Connection Manager

Follow the steps below to save QuickBooks POS 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 QuickBooksPOS. The CData QuickBooks POS Connection Manager is displayed.
  3. Configure connection properties. A typical connection requires:

    ローカルQuickBooks インスタンスに接続する場合は、接続プロパティを設定する必要はありません。

    本製品 はリモートコネクタ経由でQuickBooks にリクエストを作成します。リモートコネクタはQuickBooks POS と同じマシン上で動作し、軽量の組み込みWeb サーバーを介して接続を受け入れます。サーバーはSSL/TLS をサポートし、ユーザーにリモートマシンからのセキュアな接続を可能にします。

    初めて接続するときは、リモートコネクタをQuickBooks POS で認可する必要があります。詳細はヘルプドキュメントの「はじめに」を参照してください。

Configure the QuickBooks POS Source

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

  1. Double-click the QuickBooks POS 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 Customers table with the following query: SELECT * FROM Customers
  4. Close the QuickBooks POS 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 QuickBooks POS 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 QuickBooks POS data.

 
 
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