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

Add the Components

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

Create a New Connection Manager

Follow the steps below to save Exact Online 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 ExactOnline. The CData Exact Online Connection Manager is displayed.
3. Configure connection properties.

   Exact Online uses the OAuth authentication standard. The InitiateOAuth connection property facilitates the OAuth flow -- by default, this is set to GETANDREFRESH. You can also use the embedded OAuth credentials or you can register an OAuth app with Exact to obtain your own. In addition to the OAuth values, provide the Region. If Division is not set, the default Division is determined.

   See the "Getting Started" chapter of the help documentation for more information.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Exact Online Source

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

1. Double-click the Exact Online 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, CreditLinePurchase FROM Accounts
   

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