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Export Data from SQL Server to OFX through SSIS

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

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

Add Source and Destination Components

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

Create a New Connection Manager for OFX

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 OFX Connection Manager in the menu.
  3. Configure the connection properties.

    The OFXUser and OFXPassword properties, under the Authentication section, must be set to valid OFX user credentials. In addition to this, you will need to configure FIURL, FIOrganizationName, and FIID, which will be specific for the financial institution. You will also need to provide application-specific settings, including OFXVersion, ApplicationVersion, and ApplicationId.

    To connect to some services, you will need to provide additional account information such as AccountId, AccountType, BankId, BrokerId, and CCNumber.

Configure the OFX Destination

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

  1. Double-click the OFX 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 InvBalances. 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.