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URL: https://www.cdata.com/kb/tech/dataverse-ssis-task-export-2008.rst

⇱ Build Data Flows from SQL Server to Microsoft Dataverse through SSIS

Build Data Flows from SQL Server to Microsoft Dataverse through SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily push SQL Server data to Microsoft Dataverse using the CData SSIS Tasks for Microsoft Dataverse.

👁 The data source modeled as tables.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Microsoft Dataverse allows you to easily transfer Microsoft Dataverse data. In this article you will export data from SQL Server to Microsoft Dataverse.

About Microsoft Dataverse Data Integration

CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:

  • Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
  • Authenticate securely with Microsoft Dataverse in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage Microsoft Dataverse entities - listing, creating, and removing associations between entities.

CData customers use our Dataverse connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Microsoft Dataverse Destination control to the data flow task.

👁 The source and destination components used in this example.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Microsoft Dataverse.
  3. Close the ADO NET Source wizard and connect it to the destination component.
👁 The SQL Server table to export into Microsoft Dataverse.

Create a New Connection Manager for Microsoft Dataverse

Follow the steps below to set required connection properties in the Connection Manager.

  1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. Select CData CDS Connection Manager in the menu.
  3. Configure the connection properties.

    You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
    • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

    When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

Configure the Microsoft Dataverse Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Microsoft Dataverse destination table and the action you want to perform on the Microsoft Dataverse data. In this article, you will insert Accounts entities to Microsoft Dataverse.

  1. Double-click the Microsoft Dataverse destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  3. In the Use a Table, menu, select Accounts. In the Action menu, select Insert. 👁 The destination table and action to be performed.
  4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns. 👁 The mappings from the SQL Server source to the SSIS destination component.

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.

👁 The SQL Server table to export into Microsoft Dataverse.

Ready to get started?

Download a free trial of the Microsoft Dataverse SSIS Component to get started:

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Learn more:

👁 Microsoft Dataverse Icon
Microsoft Dataverse SSIS Components

Powerful SSIS Components that allows you to easily connect SQL Server with Microsoft Dataverse through SSIS Workflows.

Use the Data Flow Components to synchronize with any Dataverse entities. Perfect for data synchronization, local back-ups, workflow automation, and more!