Video tutorial

Watch this quick video to see the integration in action. It walks you through the end-to-end setup, including:

  • Installing the SSIS PowerPack
  • Configuring a secure connection to Salesforce
  • Working with Salesforce data directly inside SSIS
  • Exploring advanced Salesforce Source features

Ready to dive in? Download the product to jump right in, or follow the step-by-step guide below to see how it works.

Prerequisites

Before we begin, make sure the following prerequisites are met:

  1. SQL Server Data Tools (SSDT) designer installed for Visual Studio.
  2. SQL Server Integration Services Projects 2022+ Visual Studio extension installed.
  3. SSIS PowerPack is installed.

Make generic REST API request in SSIS

  1. Open Visual Studio and click Create a new project.

  2. Select Integration Services Project. Enter a name and location for your project, then click OK.

  3. From the SSIS Toolbox, drag and drop a Data Flow Task onto the Control Flow surface, and double-click it:

    Drag Data Flow Task onto Control Flow to use SSIS PowerPack Data Flow components
  4. Make sure you are in the Data Flow Task designer:

    Make sure you are in Data Flow designer in SSIS package
  5. Read the data from the source, using any desired source component. You can even make an API call using the ZappySys JSON/XML/API Source and read data from there. In this example, we will use an OLE DB Source component to read real-time data from a SQL Server database.

  6. From the SSIS Toolbox drag and drop API Destination (Predefined Templates) on the Data Flow Designer surface and connect source component with it, and double click to edit it.
    SSIS API Destination (Predefined Templates) - Drag and Drop

  7. Select New Connection to create a new connection:

    API Destination - Salesforce
    Read and write Salesforce data effortlessly. Query, sync, and manage objects and records with SOQL for analytics, reporting, and data pipelines — almost no coding required.
    API Destination - Salesforce

  8. To configure the Salesforce connector, choose one of the following methods:

    • Choose from Popular Connector List: Select a pre-installed service directly from the dropdown menu.
    • Search Online: Use this to find and download a new connector file to your computer.
    • Use Saved/Downloaded File: Once the file is downloaded, browse your local drive to load it into the configuration.

    After that, just click Continue >>:

    Salesforce
    API Destination -
  9. Proceed with selecting the desired Authentication Type. Then select API Base URL (in most cases default one is the right one). Finally, fill in all the required parameters and set optional parameters if needed. You may press a link Steps to Configure which will help set certain parameters. More info is available in Authentication section.

  10. Select Generic Table (Bulk Read / Write) table from the dropdown, then select Insert, Update as operation, and hit Preview Data:

    API Destination - Salesforce
    Read and write Salesforce data effortlessly. Query, sync, and manage objects and records with SOQL for analytics, reporting, and data pipelines — almost no coding required.
    Salesforce
    Generic Table (Bulk Read / Write)
    Insert, Update
    Required Parameters
    Url Fill-in the parameter...
    Request Method Fill-in the parameter...
    Optional Parameters
    IsMultiPart
    Filter
    Request Format (Content-Type) Default
    Body {$rows$}
    JsonOutputFormat Multicontent
    DoNotOutputNullProperty
    Batch Size (Default=1) 1
    Meta Detection Order StaticDynamicVirtual
    Input Columns - For Mapping (e.g. MyCol1:string(10); MyCol2:int32 ...) - Use bool, int32, int64, datetime, decimal, double
    Output Columns (e.g. MyCol1:string(10); MyCol2:int32 ...) - Use bool, int32, int64, datetime, decimal, double
    Request Format
    Response Format Default
    Headers Accept: */* || Cache-Control: no-cache
    Csv - Column Delimiter ,
    Csv - Row Delimiter {NEWLINE}
    Csv - Quote Around Value True
    Csv - Always Quote regardless type
    Encoding
    CharacterSet
    Writer DateTime Format
    Csv - Has Header Row True
    Xml - ElementsToTreatAsArray
    Layout Map <?xml version="1.0" encoding="utf-8"?> <!-- Example#1: Output all columns --> <settings> <dataset id="root" main="True" readfrominput="True" /> <map src="*" /> </settings> <!-- Example#2: Records under array <?xml version="1.0" encoding="utf-8"?> <settings singledataset="True"> <dataset id="root" main="True" readfrominput="True" /> <map name="MyArray" dataset="root" maptype="DocArray"> <map src="OrderID" name="OrderID" /> <map src="OrderDate" name="OrderDate" /> </map> </settings> --> <!-- Example#3: Records under nested section <?xml version="1.0" encoding="utf-8"?> <settings> <dataset id="dsRoot" main="True" readfrominput="True" /> <map name="NestedSection"> <map src="OrderID" name="OrderID_MyLabel" /> <map src="OrderDate" name="OrderDate_MyLabel" /> </map> </settings> -->
    SSIS API Destination - Access table operation

  11. Finally, map the desired columns:

    API Destination - Salesforce
    Read and write Salesforce data effortlessly. Query, sync, and manage objects and records with SOQL for analytics, reporting, and data pipelines — almost no coding required.
    API Destination - Salesforce

  12. That's it; we successfully configured the POST API Call. In a few clicks we configured the Salesforce API call using ZappySys Salesforce Connector

    Execute Package

Salesforce Connector actions

Need another use case? Pick the next Salesforce action in SSIS below.

Conclusion

You now know how to make generic REST API request (bulk write) in SSIS without writing complex code. Salesforce Connector handled pagination and authentication automatically.

Ready to get started? Download the trial or ping us via chat if you need help: