VOOZH about

URL: https://www.cdata.com/kb/tech/qbonline-ssis-task-import-2008.rst

⇱ Build Data Flows from QuickBooks Online to SQL Server using SSIS

Build Data Flows from QuickBooks Online to SQL Server using SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily back up QuickBooks Online data to SQL Server using the SSIS components for QuickBooks Online.

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 QuickBooks Online inside of a SQL Server SSIS workflow to transfer QuickBooks Online data into a Microsoft SQL Server database.

About QuickBooks Online Data Integration

CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:

  • Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
  • Read, write, update, and delete QuickBooks Online data.
  • Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
  • Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.

Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.

For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.


Getting Started


Add the Components

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

👁 The Data Flow task used in this example. (Salesforce is shown.)

Create a New Connection Manager

Follow the steps below to save QuickBooks Online 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 QuickBooksOnline. The CData QuickBooks Online Connection Manager is displayed.
  3. Configure connection properties.

    QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.

    See the Getting Started chapter of the help documentation for a guide to using OAuth.

    👁 Configuring a connection (Salesforce is shown).

Configure the QuickBooks Online Source

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

  1. Double-click the QuickBooks Online 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 DisplayName, Balance FROM Customers
    👁 The SQL query to retrieve records. (Salesforce is shown.)
  4. Close the QuickBooks Online 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 QuickBooks Online 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 QuickBooks Online data.

👁 The completed import. (Salesforce is shown.)

Ready to get started?

Download a free trial of the QuickBooks Online SSIS Component to get started:

 Download Now

Learn more:

👁 QuickBooks Online Icon
QuickBooks Online SSIS Components

Powerful SSIS Source & Destination Components that allow you to easily connect SQL Server with live QuickBooks Online account data through SSIS Workflows.

Use the QuickBooks Online Data Flow Components to synchronize with Customers, Transactions, Invoices, Sales Receipts, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!