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

Add the Components

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

Create a New Connection Manager

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

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

   Insightly API Profile Settings

   Navigate to your Insightly profile and select User Settings > API to find your API key. The Pod value (e.g.,

   na1

   ) is derived from the subdomain of your API URL. 👁 Configuring a connection (Salesforce is shown).
   

Configure the Insightly Source

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

1. Double-click the Insightly 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 ActivitysetId, Name FROM ActivitySets WHERE ForContacts = 'true'
   

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