Export Data from SQL Server to Salesforce Marketing 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 Salesforce Marketing allows you to easily transfer Salesforce Marketing data. In this article you will export data from SQL Server to Salesforce Marketing.

Add Source and Destination Components

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

Create a New Connection Manager for Salesforce Marketing

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

   Authenticating to the Salesforce Marketing Cloud APIs

   Set the User and Password to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

   Connecting to the Salesforce Marketing Cloud APIs

   By default, the data provider connects to production environments. Set UseSandbox to true to use a Salesforce Marketing Cloud sandbox account.

   The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set Instance.

Configure the Salesforce Marketing Destination

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

1. Double-click the Salesforce Marketing 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 Subscriber. In the Action menu, select Insert.
4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.

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.