Use the CData SSIS Components to Insert New or Update Existing QuickBooks Online Records from SQL Server



Easily push SQL Server data to QuickBooks Online using the CData SSIS Components. This example uses an SSIS workflow to either insert new records into QuickBooks Online or update existing records with data from a SQL Server database.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Components for QuickBooks Online allow you to easily transfer data from SQL Server to QuickBooks Online.

This article demonstrates how to use the CData SSIS Components for QuickBooks Online inside of a SQL Server Integration Services workflow to export data from SQL Server to QuickBooks Online, utilizing a lookup component to find and update any existing records or insert new records.

About QuickBooks Online Data Integration

CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:

  • Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
  • Read, write, update, and delete QuickBooks Online data.
  • Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
  • Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.

Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.

For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.


Getting Started


Add the Components

To get started, add a new OLE DB source, CData QuickBooks Online lookup, and two CData QuickBooks Online destinations (one to handle a lookup with a match and one to handle a lookup without a match) to a new data flow task.

Configure the OLE DB Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the OLE DB 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 QuickBooks Online.
  3. Close the OLE DB Source wizard and connect it to the CData QuickBooks Online Destination.

Create a New Connection Manager for QuickBooks Online

Follow the steps below to save 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. In the Connection Manager type menu, select the CData QuickBooks Online Connection Manager.
  3. Configure the connection properties. A typical QuickBooks Online connection requires:
    • User
    • Password
    • AccessToken

Configure the QuickBooks Online Lookup

In the lookup component Transform Editor, define mappings from the SQL Server source table into the QuickBooks Online lookup table.

  1. Double-click the QuickBooks Online lookup to open the lookup component editor.
  2. In the Connection tab, select the Connection manager previously created.
  3. On the Connection tab, specify the Connection manager (or create a new one) and the table into which the data will be upserted. In this case, you will transfer Account records.
  4. On the Columns tab, configure the mapping of the primary key from the input columns to the primary key of the lookup columns.

Configure the QuickBooks Online Destinations

Using the lookup component, you know which entries from the data source already exist in QuickBooks Online and which ones are new. Configure two QuickBooks Online components to handle the situation where a match is found and a match is not found.

Lookup Match Destination

If the lookup component returns a match, update the existing record in QuickBooks Online.

  1. Map the Lookup Match Output to a QuickBooks Online destination component.
  2. Double-click the QuickBooks Online destination to open the destination component editor.
  3. In the Connection Manager tab, select the Connection manager previously created.
  4. Specify the table which will be updated and set the Action to "Update."
  5. On the Column Mappings tab, configure the mappings from the input columns to the destination columns (be sure to map the SQL Server primary key column to the QuickBooks Online primary key column).

Lookup No Match Destination

If the lookup component does not return a match, add a new record to QuickBooks Online.

  1. Map the Lookup No Match Output to a QuickBooks Online destination component.
  2. Double-click the QuickBooks Online destination to open the destination component editor.
  3. In the Connection Manager tab, select the Connection manager previously created.
  4. Specify the table into which the new record will be inserted and set the Action to "Insert."
  5. 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.

Ready to get started?

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Learn more:

QuickBooks Online Icon QuickBooks Online SSIS Components

Powerful SSIS Source & Destination Components that allow you to easily connect SQL Server with live QuickBooks Online account data through SSIS Workflows.

Use the QuickBooks Online Data Flow Components to synchronize with Customers, Transactions, Invoices, Sales Receipts, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!