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

Add the Components

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

Create a New Connection Manager

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

   To authenticate to the TaxJar API, first obtain the API Key from the TaxJar UI.

   NOTE: the API is available only for Professional and Premium TaxJar plans.

   If you already have a Professional or Premium plan you can find the API Key by logging in the TaxJar UI and navigating to Account -> TaxJar API. After obtaining the API Key, you can set it in the APIKey connection property.

   Additional Notes

   • By default, the CData connector will retrieve data of the last 3 months in cases where the entity support date range filtering. You can set StartDate to specify the minimum creation date of the data retrieved.
   • If the API Key has been created for a sandbox API account please set UseSandbox to true, but not all endpoints will work as expected. For more information, refer to the TaxJar developer documentation.
   👁 Configuring a connection (Salesforce is shown).
   

Configure the TaxJar Source

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

1. Double-click the TaxJar 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 TransactionID, UserID FROM Orders WHERE TransactionID = '123'
   

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