Ready to get started?

Learn more about CData Sync or sign up for a free trial:

Learn More

Automated Continuous FinancialForce Replication to Azure SQL

Use CData Sync for automated, continuous, customizable FinancialForce replication to Azure SQL.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live FinancialForce data into your Azure SQL instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Azure as a Replication Destination

Using CData Sync, you can replicate FinancialForce data to Azure SQL. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select Azure SQL as a destination.
  3. Enter the necessary connection properties. To connect to Azure SQL, set the following:
    • Server: The address of the server hosting the Azure SQL database.
    • User: The username provided for authentication with the Azure SQL database.
    • Password: The password provided for authentication with the Azure SQL database.
    • Database: The name of the Azure SQL database.

    Java Edition

    The Java version requires the Microsoft SQL Server JDBC Driver, which can be downloaded from the Microsoft Download Center. Copy the JDBC driver to the lib folder of your Java Web server to make a connection.

  4. Click Test Connection to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure the FinancialForce Connection

You can configure a connection to FinancialForce from the Connections tab. To add a connection to your FinancialForce account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (FinancialForce).
  3. Configure the connection properties.

    There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

    Authenticating with a Login and Token

    Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

    To disable the security token:

    1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
    2. Add your IP address to the list of trusted IP addresses.

    To obtain the security token:

    1. Open the personal information page on FinancialForce.com.
    2. Click the link to reset your security token. The token will be emailed to you.
    3. Specify the security token in the SecurityToken connection property or append it to the Password.

    Authenticating with OAuth

    If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

    Connecting to FinancialForce Sandbox Accounts

    Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Transform feature to customize your replication. The Transform feature allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. To customize your replication, click the Transform button in the Tables section and customize the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your FinancialForce data to Azure SQL.