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

Add the Components

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

Create a New Connection Manager

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

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

   CapsuleCRM API Profile Settings

   Register an OAuth application at https://developer.capsulecrm.com/signIn using your GitHub credentials to obtain a client ID and client secret.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the CapsuleCRM Source

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

1. Double-click the CapsuleCRM 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, Name FROM ActivityTypes WHERE Name = 'Phone Call'
   

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