Export Data from SQL Server to Dynamics 365 FinOp through SSIS

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Dynamics 365 FinOp SSIS Components

Powerful SSIS Source & Destination Components that allow you to easily connect SQL Server with live Dynamics 365 Finance & Operations data through SSIS Workflows.

Use the Data Flow Components to synchronize with Dynamics 365 Finance & Operations Vendors, Customers, Accounts, Jobs, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!

Easily push SQL Server data to Dynamics 365 FinOp using the CData SSIS Tasks for Dynamics 365 FinOp.

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 Dynamics 365 FinOp allows you to easily transfer Dynamics 365 FinOp data. In this article you will export data from SQL Server to Dynamics 365 FinOp.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Dynamics 365 FinOp 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 Dynamics 365 FinOp.
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Dynamics 365 FinOp

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 D365FinOp Connection Manager in the menu.
  3. Configure the connection properties. Dynamics 365 for Finance and Operations uses the OAuth authentication standard. See the Getting Started section in the help documentation for an authentication guide.

Configure the Dynamics 365 FinOp Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Dynamics 365 FinOp destination table and the action you want to perform on the Dynamics 365 FinOp data. In this article, you will insert Accounts entities to Dynamics 365 FinOp.

  1. Double-click the Dynamics 365 FinOp destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  3. In the Use a Table, menu, select Accounts. In the Action menu, select Insert.
  4. 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.