Build Data Flows from SQL Server to Reckon Accounts Hosted through SSIS

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Reckon Accounts Hosted allows you to easily transfer Reckon Accounts Hosted data. In this article you will export data from SQL Server to Reckon Accounts Hosted.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Reckon Accounts Hosted Destination control to the data flow task.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
2. In the Data access mode menu, select "Table or view" and select the table or view to export into Reckon Accounts Hosted.
3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Reckon Accounts Hosted

Follow the steps below to set required connection properties in the Connection Manager.

1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
2. Select CData ReckonAccountsHosted Connection Manager in the menu.
3. Configure the connection properties.

   The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

   • SubscriptionKey: Required. You get this value when you created your developer account.
   • CountryVersion: Defaults to 2021.R2.AU.
   • CompanyFile: Required. The path to the company file.
   • User: Required. The username of the company file.
   • Password: Required. The password of the company file.
   • InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
   • CallbackURL: The redirectURI of your Custom OAuth App.
   • OAuthClientId: The client id of your Custom OAuth App.
   • OAuthClientSecret: The client secret of your Custom OAuth App.

   CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

Configure the Reckon Accounts Hosted Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Reckon Accounts Hosted destination table and the action you want to perform on the Reckon Accounts Hosted data. In this article, you will insert Accounts entities to Reckon Accounts Hosted.

1. Double-click the Reckon Accounts Hosted destination to open the destination component editor.
2. In the Connection Managers tab, select the connection manager previously created.
3. In the Use a Table, menu, select Accounts. In the Action menu, select Insert. 👁 The destination table and action to be performed.
   
4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns. 👁 The mappings from the SQL Server source to the SSIS destination component.
   

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.