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

Add the Components

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

Create a New Connection Manager

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

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

   FormSite API Profile Settings

   Log into your Formsite account and visit the Admin Portal to generate or retrieve your API key. Your

   ServerNumber

   is the numeric part of your server URL and

   UserDirectory

   is your account's directory path. 👁 Configuring a connection (Salesforce is shown).
   

Configure the FormSite Source

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

1. Double-click the FormSite 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, Label FROM FormItems WHERE Position = '1'
   

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