Connect to Salesforce database from SSIS (SQL Server Integration Service) using the DataDirect Salesforce ODBC Driver
Introduction
The SQL Server Integration Service is an ETL (Extract Transform and Load) Tool from Microsoft for building enterprise-level data integration and transformation solutions.
It can be used for basic data integration and workflow applications but also can be used to perform broad data migration tasks. It features a data warehousing tool used for data extraction, transformation, and loading.
Prerequisites
This tutorial assumes that you have ODBC drivers installed and a data source configured. If you have not yet done these steps, please follow these instructions. Ensure that Visual Studio and ODBC Driver architecture matches. For example, if you have a 64-Bit Microsoft Visual Studio installed then you need to have the 64-Bit version of Progress DataDirect ODBC drivers installed. Most likely, your Visual Studio would be a 32-bit version and you would need a 32-bit driver.
- Download and install the Progress DataDirect Salesforce ODBC driver for your database using the 15-day trial software. In this tutorial, we are connecting to Salesforce.
2. Configure a data source for your database. See the DataDirect documentation for assistance with setting up your data source. The sample below uses a data source.
Configure Connection to Salesforce Driver Using the Configuration Manager
1. After the DataDirect Salesforce ODBC driver has been installed, open ODBC Administrator to configure the connection and click on Add.
2. Choose the “DataDirect X.X Salesforce” driver and click on “Finish.”
3. You should now see the ODBC Salesforce Driver Setup pop-up window launched. Add your Data Source Name, hostname, username, and other credentials, and click on “Apply” and then “Test Connect.” If you are connecting to a sandbox use test.salesforce.com instead of login.salesforce.com as your Host Name. Leave the security token blank if you do not have one.
4. The Logon Dialog will pop up. Enter your username and password and click on “OK.”
5. A pop-up window will confirm that the connection is established.
Configure the DataDirect ODBC Salesforce Driver with Microsoft Visual Studio
1. Open Microsoft Visual Studio. You need to create a new SSIS project by going to File → New → Project (as shown in the picture below).
2. A new window will appear, and inside that select Integration Service Project (If not appearing, go to Templates → Business Intelligence → Integration Services left side of the window).
- Specify a suitable project Name and choose the desired location using Browse... on the lower side of the window, as shown.
- Must ensure SSIS Toolbox is present on the left side of the window and Solution 'Integration Service Project' is present on the right side of the window.
- If the SSIS Toolbox does not appear on the left side of the window, then Right Click on Control Flow Page and select SSIS Toolbox.
3. From the left side of the window, under SSIS Toolbox → Favorites → Data Flow Task, drag and drop the Data Flow Task into Package.dtsx[Design]* Page section.
4. Double-click on the Data Flow Task, you must be automatically moved to Data Flow Page from Control Flow Page, and now the Data Flow Page is blank.
- Now, you need to choose/select your data source type from the left side of the window under SSIS Toolbox → Source, Drag and Drop desired data source into the Data Flow Page.
- Now, you need to establish a connection from that desired data source. For that, below the Data Flow Page, under Connection Manage Section, right-click and select New Connection from the appeared menu list.
5. A new window will appear in front of you, select the desired Connection Manager type and click on Add. Here we are connecting to Salesforce ODBC, so we add ODBC Connection Manager.
6. We are creating a new connection manager so click on “New” and then click on “OK.”
7. A new pop-up will appear. Select the “Use connection string” radial button and click on “Build.”
8. Go to Machine data source, select your Data Source, and click “OK.”
9. Give the required logon credentials and click on “OK.”
10. A connection string is built in the connection manager and now you can click on “OK.”
11. Connection Manager is created, and you can see your Data source in the data connections. Select it and click on “OK.”
12. After successfully connecting to the source DSN, you can preview the source data by clicking on Preview, and a popup will appear having the title Preview Query Results.
13. Now, you need to choose/select the desired destination type from the left side of the window under SSIS Toolbox → Other Destinations. Drag and Drop desired data destination into the Data Flow Page, similarly like data source.
14. Now, you need to connect the ODBC Source and ODBC Destination using the mouse pointer. Move the cursor over the ODBC Source. A blue arrow will appear, you need to expand it and connect to ODBC Destination.
15. Similarly, you need to configure the destination too. Double-click on ODBC Destination and a window will appear having the title ODBC Destination. Check the ODBC Connection Manager drop-down list to see if your desired connection is present or not. If not, click on New. The available ODBC connection will show, select it. Also, select the table and click “OK.”
16. After this, you need to map the columns between the ODBC Source Table to the ODBC Destination Table by clicking on the Mappings Tab, available on the left side of the window and just below the Connection Manager.
- Map the columns as one-to-one, as per requirement, and must ensure the data type of the mapping columns is the same.
17. Now, you need to click Start. The data transfer process has started.
- You can see the progress by clicking on Progress.
18. Finally, the data is transferred from the ODBC Source table to the ODBC Destination table.
Conclusion
Get started today with a free 15-day trial of Progress DataDirect Salesforce ODBC driver and connect to Microsoft SQL Server SSIS! Contact Us for assistance with any questions you may have.