Build Data Flows from Workable to SQL Server using SSIS

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily back up Workable data to SQL Server using the SSIS components for Workable.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Workable inside of a SQL Server SSIS workflow to transfer Workable data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Workable source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save Workable connection properties in a connection manager.

  1. 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 API. The CData Workable Connection Manager is displayed.
  3. Configure connection properties.

    Using API Key Authentication

    Workable uses API key authentication to control access to the API. To obtain an API Key:

    1. Log in to your Workable account.
    2. Navigate to Settings > Integrations > API Access Tokens.
    3. Click "Generate API Token".
    4. Copy the generated token.

    After obtaining your API Key, set the following connection properties:

    • AuthScheme: Set this to APIKey.
    Set the following in the ProfileSettings connection property:
    • APIKey: Set this to your Workable API Key.
    • Subdomain: Set this to your Workable account subdomain. For example, if your Workable URL is acmeinc.workable.com, then the Subdomain is 'acmeinc'.

    Example Connection String

    Profile=C:\profiles\Workable.apip;ProfileSettings='AuthScheme=APIKey;APIKey=my_api_key;Subdomain=acmeinc';
    

Configure the Workable Source

Follow the steps below to specify the query to be used to extract Workable data.

  1. Double-click the Workable source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. For example:
    SELECT ,  FROM Accounts WHERE  = ''
    
  4. Close the Workable Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Workable data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen.

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Workable data.

Ready to get started?

Connect to live data from Workable with the API Driver

Connect to Workable