Migrating data from Act CRM to Databricks using CData SSIS Components.

Databricks is a unified data analytics platform that allows organizations to easily process, analyze, and visualize large amounts of data. It combines data engineering, data science, and machine learning capabilities in a single platform, making it easier for teams to collaborate and derive insights from their data.

The CData SSIS Components enhance SQL Server Integration Services by enabling users to easily import and export data from various sources and destinations.

In this article, we explore the data type mapping considerations when exporting to Databricks and walk through how to migrate Act CRM data to Databricks using the CData SSIS Components for Act CRM and Databricks.

Data Type Mapping

Special Considerations

• String/VARCHAR: String columns from Databricks can map to different data types depending on the length of the column. If the column length exceeds 4000, then the column is mapped to nvarchar (max). Otherwise, the column is mapped to nvarchar (length).
• DECIMAL Databricks supports DECIMAL types up to 38 digits of precision, but any source column beyond that can cause load errors.

Prerequisites

• Visual Studio 2022
• SQL Server Integration Services Projects extension for Visual Studio 2022
• CData SSIS Components for Databricks
• CData SSIS Components for Act CRM

Create the project and add components

1. Open Visual Studio and create a new Integration Services Project. 👁 Create the SSIS project
   
2. Add a new Data Flow Task to the Control Flow screen and open the Data Flow Task.
3. Add a CData Act CRM Source control and a CData Databricks Destination control to the data flow task. 👁 Add the source and destination controls (Salesforce is shown)
   

Configure the Act CRM source

Follow the steps below to specify properties required to connect to Act CRM.

1. Double-click the CData Act CRM Source to open the source component editor and add a new connection. 👁 Open the source component editor (Salesforce is shown)
   
2. In the CData Act CRM Connection Manager, configure the connection properties, then test and save the connection.

   The and properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

   • Connecting to Act! Premium

     In addition to the authentication values, the to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

     Additionally, you must specify the you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

   • Connecting to Act! Premium Cloud

     To connect to your Act! Premium Cloud account, you also need to specify the property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

   Note that retrieving ActCRM metadata can be expensive. It is advised that you set the property to store the metadata locally.

   👁 Configure the source connection (Salesforce is shown)
   
3. After saving the connection, select "Table or view" and select the table or view to export into Databricks, then close the CData Act CRM Source Editor. 👁 Select the table to export (Salesforce is shown)
   

Configure the Databricks destination

With the Act CRM Source configured, we can configure the Databricks connection and map the columns.

1. Double-click the CData Databricks Destination to open the destination component editor and add a new connection. 👁 Open the destination component editor
   
2. In the CData Databricks Connection Manager, configure the connection properties, then test and save the connection. To connect to a Databricks cluster, set the properties as described below.

   Note: The needed values can be found in your Databricks instance by navigating to Clusters, selecting the desired cluster, and selecting the JDBC/ODBC tab under Advanced Options.

   • Server: Set to the Server Hostname of your Databricks cluster.
   • HTTPPath: Set to the HTTP Path of your Databricks cluster.
   • Token: Set to your personal access token (this value can be obtained by navigating to the User Settings page of your Databricks instance and selecting the Access Tokens tab).

   Other helpful connection properties

   • QueryPassthrough: When this is set to True, queries are passed through directly to Databricks.
   • ConvertDateTimetoGMT: When this is set to True, the components will convert date-time values to GMT, instead of the local time of the machine.
   • UseUploadApi: Setting this property to true will improve performance if there is a large amount of data in a Bulk INSERT operation.
   • UseCloudFetch: This option specifies whether to use CloudFetch to improve query efficiency when the table contains over one million entries.
   👁 Configure the destination connection
   
3. After saving the connection, select a table in the Use a Table menu and in the Action menu, select Insert. 👁 Choose the destination table
   
4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns. 👁 Map the columns (Salesforce is shown)
   

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.