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

Add the Components

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

Create a New Connection Manager

Follow the steps below to save Quickbase 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 QuickBase. The CData Quickbase Connection Manager is displayed.
3. Configure connection properties.

   User Authentication Method

   To authenticate with user credentials, specify the following connection properties:

   1. Set the User and Password.
   2. If your application requires an ApplicationToken;, you must provide it otherwise an error will be thrown. You can find the ApplicationToken under SpecificApp > Settings > App management > App properties > Advanced settings > Security options > Manage Application Token.

   User Token Authentication

   To authenticate with a user token, specify the following connection properties:

   1. Set UserToken and you are ready to connect. You can find the UserToken under Quick Base > My Preferences > My User Information > Manage User Tokens.
   👁 Configuring a connection (Salesforce is shown).
   

Configure the Quickbase Source

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

1. Double-click the Quickbase 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, Column1 FROM SampleTable_1 WHERE Column2 = '100'
   

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