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

Once you are done watching, simply follow the step-by-step written guide below to configure your data source.

Prerequisites

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

1. SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft).
2. Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
3. SSIS PowerPack is installed (if you are new to SSIS PowerPack, then get started!).

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:

   

4. Make sure you are in the Data Flow Task designer:

   

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.
   

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.

   

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

   

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> -->

    

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.

    

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

    

Conclusion

And there you have it — a complete guide on how to make generic REST API request (bulk write) in SSIS without writing complex code. All of this was powered by Salesforce Connector, which handled the REST API pagination and authentication for us automatically.

Download the trial now or ping us via chat if you have any questions or are looking for a specific feature (you can also reach out to us by submitting a ticket):

More actions supported by Salesforce Connector

Got another use case in mind? We've documented the exact setups for a variety of essential Salesforce operations directly in SSIS, so you can skip the trial and error. Find your next step-by-step guide below:

• Make Generic REST API Request

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