Build Data Flows from Acumatica to SQL Server using SSIS

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 Acumatica inside of a SQL Server SSIS workflow to transfer Acumatica data into a Microsoft SQL Server database.

Add the Components

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

Create a New Connection Manager

Follow the steps below to save Acumatica 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 Acumatica. The CData Acumatica Connection Manager is displayed.
3. Configure connection properties.

   Set the following connection properties to connect to Acumatica:

   • User: Set this to your username.
   • Password: Set this to your password.
   • Company: Set this to your company.
   • Url: Set this to your Acumatica URL, in the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/.
     For example: https://acumatica.com/entity/Default/17.200.001/

   See the Getting Started guide in the CData driver documentation for more information.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Acumatica Source

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

1. Double-click the Acumatica 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 Id, location_displayname FROM Events
   

   👁 The SQL query to retrieve records. (Salesforce is shown.)
   
4. Close the Acumatica 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 Acumatica 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. 👁 The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)
   

Run the Project

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