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

Add the Components

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

Create a New Connection Manager

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

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

   Drift API Profile Settings

   Drift uses OAuth-based authentication.

   You must first register an application here: https://dev.drift.com. Your app will be assigned a client ID and a client secret. Set these in your connection string via the OAuthClientId and OAuthClientSecret properties. More information on setting up an OAuth application can be found at https://devdocs.drift.com/docs/.

   After setting the following options in the ProfileSettings connection property, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • OAuthClientId: Set this to the Client Id that is specified in your app settings.
   • OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
   • CallbackURL: Set this to the Redirect URI you specified in your app settings.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   👁 Configuring a connection (Salesforce is shown).
   

Configure the Drift Source

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

1. Double-click the Drift 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 Contacts WHERE LastName = 'Stark'
   

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