Export Data from SQL Server to SuiteCRM through SSIS





SuiteCRM 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SuiteCRM 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。

データフロー内のコンポーネントを使ってSuiteCRM のLeads、Contacts、Opportunities、Accounts、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!

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

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

Add Source and Destination Components

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

Create a New Connection Manager for SuiteCRM

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 SuiteCRM Connection Manager in the menu.
  3. Configure the connection properties. A typical connection requires:
    • URL
    • User
    • Password

    次の接続プロパティを設定すると、V4.1 API 経由でSuiteCRM データに接続できます。

    • Schema:suitecrmv4 に設定。
    • Url:SuiteCRM アプリケーションに紐づいているURL(例:http://suite.crm.com)に設定。
    • User:SuiteCRM に紐づいているユーザーに設定。
    • Password:SuiteCRM に紐づいているパスワードに設定。

    SuiteCRM メタデータの取得は高負荷になる可能性があることに注意してください。メタデータのキャッシュ で説明しているように、メタデータをローカルに格納することをお勧めします。

Configure the SuiteCRM Destination

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

  1. Double-click the SuiteCRM 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 Accounts 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.