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

Add the Components

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

Create a New Connection Manager

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

   Using API Key Authentication

   PdfMonkey uses API key authentication. To obtain an API key:

   1. Log in to your PdfMonkey account at https://app.pdfmonkey.io
   2. Navigate to your account settings
   3. Open the API Key page
   4. Copy your API key

   After obtaining your API key, set the following connection properties:

   • AuthScheme: Set this to APIKey.
   Set the following in the ProfileSettings connection property:
   • APIKey: Set this to your PdfMonkey API key.

   Example Connection String

   Profile=C:\profiles\PdfMonkey.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key"
   

   Connecting to PdfMonkey

   Once the authentication is configured, you can connect to PdfMonkey and query data from any of the available tables such as CurrentUser, DocumentCards, Documents, DocumentTemplateCards, and DocumentTemplates.

   👁 Configuring a connection (Salesforce is shown).
   

Configure the PDFMonkey Source

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

1. Double-click the PDFMonkey 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 , FROM CurrentUser WHERE = ''
   

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