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

Add Source and Destination Components

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

Create a New Connection Manager for Vault 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 VaultCRM Connection Manager in the menu.
3. Configure the connection properties.

   You are ready to connect after specifying the following connection properties:

   • Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
   • User: The username you use to login to your account.
   • Password: The password you use to login to your account.

Configure the Vault CRM Destination

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

1. Double-click the Vault 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 NorthwindProducts. 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.