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

Add Source and Destination Components

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

Create a New Connection Manager for Tableau CRM Analytics

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

   Tableau CRM Analytics uses the OAuth 2 authentication standard. Obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM Analytics.

   See the Getting Started section of the Help documentation for an authentication guide.

   Multi-Factor Authentication (MFA)

   If the connected Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies alongside the standard OAuth flow.

Configure the Tableau CRM Analytics Destination

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

1. Double-click the Tableau CRM Analytics 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 Dataset_Opportunity. 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.