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

Add the Components

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

Create a New Connection Manager

Follow the steps below to save Salesforce Pardot 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 SalesforcePardot. The CData Salesforce Pardot Connection Manager is displayed.
3. Configure connection properties.

   Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

   • ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
   • User: The Username of the Salesforce Pardot account.
   • Password: The Password of the Salesforce Pardot account.
   • UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
   • IsDemoAccount (optional): Set to TRUE to connect to a demo account.

   Accessing the Pardot User Key

   The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Salesforce Pardot Source

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

1. Double-click the Salesforce Pardot 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, Email FROM Prospects WHERE ProspectAccountId = '703'
   

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