Build Data Flows from SQL Server to Sugar CRM 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 Sugar CRM allows you to easily transfer Sugar CRM data. In this article you will export data from SQL Server to Sugar CRM.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Sugar CRM 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 Sugar CRM.
3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Sugar CRM

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 SugarCRM Connection Manager in the menu.
3. Configure the connection properties.

   The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

   You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

   Additionally, specify the URL to the SugarCRM account.

   Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

Configure the Sugar CRM Destination

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

1. Double-click the Sugar CRM 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.