Back Up Factorial data to SQL Server through SSIS

This article illustrates using the Factorial ADO.NET Data Provider within a SQL Server SSIS workflow for the direct transfer of Factorial data to a Microsoft SQL Server database. It's worth noting that the identical process detailed below is applicable to any CData ADO.NET Data Providers, enabling the direct connection of SQL Server with remote data through SSIS.

1. Open Visual Studio and create a new Integration Services project.
2. Add a new Data Flow task from the toolbox onto the Control Flow screen.

3. In the Data Flow screen, add an ADO.NET Source and an OLE DB Destination from the toolbox.

   👁 The components used in the data task in this example.
   
4. Add a new connection and select .NET Providers\CData ADO.NET Provider for Factorial.

5. In the connection manager, enter the connection details for Factorial data.

   Authentication

   Factorial uses OAuth 2.0 for authentication to connect to your HR data or to allow other users to connect to their data.

   Using OAuth Authentication

   To connect using OAuth, follow these steps:

   1. Navigate to your Factorial admin panel and create a new OAuth application.
   2. Copy the Client ID and Client Secret from your application configuration.
   3. Configure the following connection properties:

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • OAuthClientId: Set this to your OAuth Client ID.
   • OAuthClientSecret: Set this to your OAuth Client Secret.
   • Scope: Set this to specify the data access permissions (default: "read write").
   👁 Connection properties in the Connection Manager dialog. (Salesforce is shown.)
   

6. Open the DataReader editor and set the following information:

   • ADO.NET connection manager: In the Connection Managers menu, select the Data Connection you just created.
   • Data access mode: Select 'SQL command'.
   • SQL command text: In the DataReader Source editor, open the Component Properties tab and enter a SELECT command, such as the one below:

     SELECT , FROM Agreements WHERE ProcessId = '123'

   👁 The connection and query specified in the source component properties. (Salesforce is shown.)
   
7. Close the DataReader editor and drag the arrow below the DataReader Source to connect it to the OLE DB Destination.

8. Open the OLE DB Destination and enter the following information in the Destination Component Editor.

   • Connection manager: Add a new connection. Enter your server and database information here. In this example, SQLExpress is running on a separate machine.
   • Data access mode: Set your data access mode to "table or view" and select the table or view to populate in your database.

9. Configure any properties you wish on the Mappings screen.

   👁 Input and destination columns in the OLE DB Destination Editor.
   
10. Close the OLE DB Destination Editor and run the project. After the SSIS task has finished executing, your database will be populated with data obtained from Factorial data.