Build Data Flows from BambooHR 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 BambooHR inside of a SQL Server SSIS workflow to transfer BambooHR data into a Microsoft SQL Server database.

Add the Components

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

Create a New Connection Manager

Follow the steps below to save BambooHR 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 BambooHR Connection Manager is displayed.
3. Configure connection properties.

   Start by setting the Profile connection property to the location of the BambooHR Profile on disk (e.g. C:\profiles\bamboohr.apip). Next, set the ProfileSettings connection property to the connection string for BambooHR (see below).

   BambooHR API Profile Settings

   In order to authenticate to BambooHR, you'll need to provide your API Key. To generate an API key, log in and click your name in the upper right-hand corner of any page to get to the user context menu. If you have sufficient permissions, there will be an "API Keys" option in that menu to go to the page, where you can create a new API Key. Additionally, set the Domain, found in the domain name of your BambooHR account. For example if your BambooHR account is acmeinc.bamboohr.com, then the Domain should be 'acmeinc'. Set both the API Key and Domain in the ProfileSettings property to connect.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the BambooHR Source

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

1. Double-click the BambooHR 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, DisplayName FROM Employees WHERE Department = 'Sales'
   

   👁 The SQL query to retrieve records. (Salesforce is shown.)
   
4. Close the BambooHR 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 BambooHR 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 BambooHR data.