Export Data from SQL Server to Outreach.io through SSIS

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

Add Source and Destination Components

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

Create a New Connection Manager for Outreach.io

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

   You must use OAuth to authenticate with Outreach. Set the InitiateOAuth connection property to "GETANDREFRESH". For more information, refer to the OAuth section in the Help documentation.

Configure the Outreach.io Destination

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

1. Double-click the Outreach.io 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.