Load Dynamics CRM Data to a Database Using Embulk

Embulk is an open source bulk data loader. When paired with the CData JDBC Driver for Dynamics CRM, Embulk easily loads data from Dynamics CRM to any supported destination. In this article, we explain how to use the CData JDBC Driver for Dynamics CRM in Embulk to load Dynamics CRM data to a MySQL dtabase.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Dynamics CRM data. When you issue complex SQL queries to Dynamics CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Getting Started

---

Configure a JDBC Connection to Dynamics CRM Data

Before creating a bulk load job in Embulk, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Dynamics CRM\lib).

Embulk supports JDBC connectivity, so you can easily connect to Dynamics CRM and execute SQL queries. Before creating a bulk load job, create a JDBC URL for authenticating with Dynamics CRM.

The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Dynamics CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.dynamicscrm.jar

Fill in the connection properties and copy the connection string to the clipboard.

👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

Below is a typical JDBC connection string for Dynamics CRM:

jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;

Load Dynamics CRM Data in Embulk

After installing the CData JDBC Driver and creating a JDBC connection string, install the required Embulk plugins.

Install Embulk Input & Output Plugins

1. Install the JDBC Input Plugin in Embulk.
   https://github.com/embulk/embulk-input-jdbc/tree/master/embulk-input-jdbc

embulk gem install embulk-input-jdbc

2. In this article, we use MySQL as the destination database. You can also choose SQL Server, PostgreSQL, or Google BigQuery as the destination using the output Plugins.
   https://github.com/embulk/embulk-output-jdbc/tree/master/embulk-output-mysql

   embulk gem install embulk-output-mysql
   

With the input and output plugins installed, we are ready to load Dynamics CRM data into MySQL using Embulk.

Create a Job to Load Dynamics CRM Data

Start by creating a config file in Embulk, using a name like dynamicscrm-mysql.yml.

1. For the input plugin options, use the CData JDBC Driver for Dynamics CRM, including the path to the driver JAR file, the driver class (e.g. cdata.jdbc.dynamicscrm.DynamicsCRMDriver), and the JDBC URL from above
2. For the output plugin options, use the values and credentials for the MySQL database

Sample Config File (dynamicscrm-mysql.yml)

in:
	type: jdbc
	driver_path: C:\Program Files\CData[product_name] 20xx\lib\cdata.jdbc.dynamicscrm.jar
	driver_class: cdata.jdbc.dynamicscrm.DynamicsCRMDriver
	url: jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;
	table: "Account"
out: 
	type: mysql
	host: localhost
	database: DatabaseName
	user: UserId
	password: UserPassword
	table: "Account"
	mode: insert

After creating the file, run the Embulk job.

embulk run dynamicscrm-mysql.yml

After running the the Embulk job, find the Salesforce data in the MySQL table.

Load Filtered Dynamics CRM Data

In addition to loading data directly from a table, you can use a custom SQL query to have more granular control of the data loaded. You can also perform increment loads by setting a last updated column in a SQL WHERE clause in the query field.

in:
	type: jdbc
	driver_path: C:\Program Files\CData[product_name] 20xx\lib\cdata.jdbc.dynamicscrm.jar
	driver_class: cdata.jdbc.dynamicscrm.DynamicsCRMDriver
	url: jdbc:dynamicscrm:User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;
	query: "SELECT FirstName, NumberOfEmployees FROM Account WHERE [RecordId] = 1"
out: 
	type: mysql
	host: localhost
	database: DatabaseName
	user: UserId
	password: UserPassword
	table: "Account"
	mode: insert

More Information & Free Trial

By using CData JDBC Driver for Dynamics CRM as a connector, Embulk can integrate Dynamics CRM data into your data load jobs. And with drivers for more than 200+ other enterprise sources, you can integrate any enterprise SaaS, big data, or NoSQL source as well. Download a 30-day free trial and get started today.