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

Add the Components

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

Create a New Connection Manager

Follow the steps below to save Dynamics NAV 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 DynamicsNAV. The CData Dynamics NAV Connection Manager is displayed.
3. Configure connection properties.

   Before you can connect, OData Services will need to be enabled on the server. Once OData Services are enabled, you will be able to query any Services that are published on the server.

   The User and Password properties, under the Authentication section, must be set to valid Dynamics NAV user credentials. In addition, specify a URL to a valid Dynamics NAV server organization root and a ServerInstance. If there is not a Service Default Company for the server, set the Company as well.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Dynamics NAV Source

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

1. Double-click the Dynamics NAV 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 Name, Prices_Including_VAT FROM Customer
   

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