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

Add the Components

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

Create a New Connection Manager

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

   To authenticate to Templated, you will need an API key. You can obtain your API key from the Templated Dashboard under the API Key tab (app.templated.io > Dashboard > API Key).

   Using API Key Authentication

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to APIKey.
   • APIKey: Set this to your Templated API key.

   Example connection string:

   Profile=C:\profiles\Templated.apip;AuthScheme=APIKey;ProfileSettings='APIKey=my_api_key';
   

   👁 Configuring a connection (Salesforce is shown).
   

Configure the Templated Source

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

1. Double-click the Templated 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 , FROM Account WHERE = ''
   

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