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

Add the Components

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

Create a New Connection Manager

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

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

   Freshteam API Profile Settings

   Find your API Key in the top-right corner of your Freshteam account under the API Key section. Your AccountName is the subdomain of your Freshteam URL.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Freshteam Source

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

1. Double-click the Freshteam 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, Name FROM Branches WHERE MainOffice = 'true'
   

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