Notion is a versatile workspace platform that many teams use to manage projects, tasks, documentation, and databases. However, to leverage this data for advanced analytics and business intelligence, you need to connect it to tools like Power BI. Using Zappysys ODBC Driver for Notion, you can seamlessly extract data from Notion databases and visualize it in Power BI without writing any code.

This tutorial demonstrates how to set up a connection from Notion to Power BI using the Zappysys ODBC driver, query your Notion databases, and create interactive Power BI dashboards.

Prerequisites

1. A Notion workspace with at least one database and records.
2. Notion API token (Personal Access Token or Integration token).
3. Power BI Desktop is installed on your system.
4. Basic understanding of Power BI and SQL queries.
5. Finally, install the ZappySys ODBC Driver.

Steps

Create a Notion Integration and Token

1. Go to Notion Integrations and sign in.
2. Go to the My Integrations section and click New Integration.
3. Enter a name for your integration and select the target workspace.
4. Click Create connection to proceed.
   

   Notion – Create a new connection

5. Configure the capabilities you need by checking or unchecking the relevant options.
6. Copy the generated Access Token and store it securely. You’ll need this token to configure the ODBC driver.
   

   Notion – Configure new token

Connect Your Notion Database to the Integration

1. Open your target Notion database page in the browser.
2. Click … in the top-right corner.
3. Click Connections, search for your integration, and select it.
4. Confirm access to the connection.
5. Copy the database ID from the URL. For example:
   https://app.notion.com/p/<DATABASE_ID>?v=......................

   

   Notion – Set a connection to your table

Creating a new ODBC DSN using ZappySys JSON Driver

1. Search for ODBC in the Windows Start menu and open the ODBC Data Source Administrator.
   
2. In the User DSN or System DSN tab, click Add to create a new data source.
3. In the ODBC Data Source Setup window, select the ZappySys JSON Driver and click Continue.
   

Configure the Connection and API Settings

1. Enter the base URL for the table:
   https://api.notion.com/v1/databases/{{User::DatabaseId}}/query
2. In Connection Type, select HTTP and click Configure.
3. Select Static Token/API Key as the Credential type.
4. Paste your Notion Access Token in the authentication field.
5. Click OK to save the configuration.
   

   Notion – ODBC Connection configuration

6. Set HTTP Request Method to POST.
7. Set Body content type to JSON (application/json).
8. Under headers, add: Notion-Version: {NotionVersion}. (Example: 2022-06-28)
9. Set JSON Path Filter to extract the object array. Example: $.results[*]
10. Click Test Connection to verify connectivity, then click OK to save the DSN
    

    Notion – ODBC JSON driver configuration

Preview Notion table data in the ODBC Driver

1. Go to the Preview tab.
2. Select a table, generate a query, and then click Preview Data to confirm that database records are returned.
   

   Notion – ODBC JSON driver result

Connect Power BI to Notion via ODBC

1. Open Power BI Desktop.
2. Click Get Data in the Home ribbon.
3. Click More… and search for ODBC.
4. Click Connect.
   

   Power BI – Get data from ODBC connection

5. From the dropdown, select the Notion ODBC data source you created earlier.
6. You can enter a custom query that you used in the ODBC JSON driver.
7. Click OK.
   

   Notion – Power BI connection

8. Click Load to import the data into Power BI.
   
9. In the Navigator window, select the Notion columns you want to load.
   

   Notion – Power BI final result

Query Notion Data with SQL

For more advanced scenarios, you can write custom SQL queries to extract specific data from your Notion database. Here are some common query examples:

Example 1: Extract All Database Records

SELECT 
    Id,
    Title,
    Status,
    CreatedTime,
    LastEditedTime
FROM Databases
WHERE DatabaseId = 'YOUR_DATABASE_ID'

Example 2: Filter Records by Status

SELECT 
    Id,
    Title,
    Status,
    Priority,
    DueDate
FROM Databases
WHERE DatabaseId = 'YOUR_DATABASE_ID'
  AND Status = 'In Progress'

Example 3: Count Records by Status

SELECT 
    Status,
    COUNT(*) AS RecordCount
FROM Databases
WHERE DatabaseId = 'YOUR_DATABASE_ID'
GROUP BY Status

Example 4: Get Recent Records (Last 30 Days)

SELECT 
    Id,
    Title,
    Status,
    CreatedTime
FROM Databases
WHERE DatabaseId = 'YOUR_DATABASE_ID'
  AND CreatedTime >= DATEADD(DAY, -30, CAST(GETDATE() AS DATE))

Example 5: Join Multiple Database Properties

SELECT 
    d.Id,
    d.Title,
    d.AssignedTo,
    d.Status,
    d.DueDate
FROM Databases d
WHERE d.DatabaseId = 'YOUR_DATABASE_ID'
  AND d.AssignedTo IS NOT NULL

Example 6: Aggregate Data by Multiple Dimensions

SELECT 
    Status,
    Priority,
    COUNT(*) AS TaskCount,
    AVG(CAST(Duration AS FLOAT)) AS AvgDuration
FROM Databases
WHERE DatabaseId = 'YOUR_DATABASE_ID'
GROUP BY Status, Priority

Conclusion

Connecting Notion to Power BI using the Zappysys ODBC Driver provides a seamless way to bring your workspace data into a powerful analytics platform. With SQL queries, DAX measures, and visualisations, you can unlock insights from your Notion databases and create compelling business intelligence reports.

Explore the full capabilities of the Zappysys ODBC Drivers to integrate multiple data sources and build comprehensive Power BI dashboards. By combining Notion data with other sources, you can create unified views of your operational data.

Need Help?

If you encounter any issues, our support team is here to help:

1. Live Chat — Use the chat widget (bottom-right corner of this page)
2. Email — support@zappysys.com
3. Support Center — Visit the ZappySys Support Portal

The post How to read Notion database table in PowerBI using ODBC appeared first on ZappySys Blog.

Notion is a popular workspace platform used by teams to manage projects, documentation, tasks, and databases in one place. Many organisations store operational data in Notion and need to migrate it to SQL Server for reporting, analytics, and business intelligence.

Using Zappysys SSIS PowerPack, you can connect SSIS to Notion REST APIs and extract pages, database records, users, and other objects without writing custom code. This tutorial demonstrates how to connect SSIS to Notion and load data into SQL Server tables using the ZappySys REST API Source.

Prerequisites

1. SQL Server Integration Services (SSIS) is installed.
2. Visual Studio with SSIS extension or SQL Server Data Tools (SSDT).
3. A Notion workspace with at least one database and records.
4. Zappysys SSIS PowerPack is installed on your system.

Steps

Create a Notion Integration and Token

1. Go to Notion Integrations and sign in.
2. Click New integration.
3. Enter a name for your integration and select the target workspace.
4. Click Create connection to proceed.
   

   Notion – Create a new connection

5. Configure the capabilities you need by checking or unchecking the relevant options.
6. Copy the generated Access Token and store it securely.
   

   Notion – Configure new token

7. If you have difficulty creating a new connection, try using the Personal Access Token tab.

Connect your Notion database with your new connection

1. Open your target Notion database page in the browser.
2. Click … in the top-right corner.
3. Click Connections, search for your connection, and select it.
4. Confirm access to the connection.
5. Copy the database ID from the URL. For example:
6. Set URL to:
   

   https://app.notion.com/p/<<DATABASE_ID>>?v=..........

   

   Notion – Set a connection to your table

Create an HTTP connection in SSIS

1. Create or open your SSIS project and package.
2. In Connection Managers, right-click and choose New Connection…
3. Select ZS-HTTP from the SSIS connectors list.
   

   Create a new HTTP connection

4. Set Credentials Type to Static token/API key.
5. Paste your Notion Access token in the token value field.
6. Click OK to save the configuration.
   

   Notion – Connection configuration

Create and Configure REST API Source

1. Add a Data Flow Task to the Control Flow and double-click to open it.
   

   Drag and drop Data flow

2. In Data Flow, drag and drop the ZS JSON Source.
   

   SSIS JSON Source – Drag and Drop

3. Open the JSON Source editor and enable Use credentials.
4. Select the Notion HTTP connection you created earlier.
5. Set URL to:
   

   https://api.notion.com/v1/databases/{{User::DatabaseId}}/query

6. Set HTTP Request Method to POST.
7. Set Body content type to JSON (application/json).
8. Under headers, add: Notion-Version: {NotionVersion}. (Example: 2022-06-28)
9. Set JSON Path Filter to extract the object array. Example: $.results[*]
10. Click Preview to confirm rows are returned, then click OK to save the configuration.
    

    Notion – JSON source configuration

Configure the destination and run the package

1. Drag and drop a destination component (such as OLE DB Destination, Flat File Destination, or Trash Destination) into the Data Flow.
2. Connect the output arrow from the JSON Source component to the destination component.
3. Double-click the destination component to open its configuration dialogue.
4. Configure the destination to point to your target table or file where Notion database data will be stored.
5. In the Mappings section, map the columns from the JSON response to the corresponding destination columns.
6. Click OK to save the destination configuration.
7. Execute the package and verify that the data extraction is working correctly.
   

   Notion – Final Result

Conclusion

Connecting SSIS to Notion using Zappysys REST API Source enables reliable extraction of workspace data into SQL Server for reporting and analytics. With proper token setup, database sharing, and JSON mapping, you can operationalize Notion data pipelines without custom .NET code.

Explore the full capabilities of the ZappySys SSIS PowerPack to optimize your data integration tasks. By applying this pattern, you can extend your solution to include additional transformations, data validation, error handling, and scheduling through SQL Server Agent.

Need Help?

If you encounter any issues, our support team is here to help:

1. Live Chat — Use the chat widget (bottom-right corner of this page)
2. Email — support@zappysys.com
3. Support Center — Visit the ZappySys Support Portal

The post SSIS tutorial: How to get data from table in Notion appeared first on ZappySys Blog.

Introduction

Monday.com is a flexible work operating system that helps teams manage projects, workflows, and operations. Its GraphQL API allows you to access boards, items, groups, users, and activity data programmatically. In this tutorial, you will learn how to connect to monday.com using Zappysys ODBC Driver for REST APIs and query data using standard SQL.

By configuring an ODBC DSN for monday.com, you can pull data into Excel, Power BI, Tableau, SQL Server, Python, and other ODBC-compatible applications without writing custom API integration code.

Prerequisites

1. Windows operating system (32-bit or 64-bit).
2. A monday.com account with API access permissions.
3. An ODBC-compatible client tool (Excel, Power BI, Tableau, Python, SQL Server, etc.).
4. Install the ZappySys ODBC Driver.

Steps

Generate monday.com API Token

1. Sign in to your monday.com account.
2. Open your profile menu and go to Admin (or Developers, depending on your plan).
3. Navigate to Connections and click Personal API token settings.
4. Create a new API token (personal or app).
5. Copy the token and store it securely.
6. 

   Monday – create token

Creating a new ODBC DSN using ZappySys JSON Driver

1. Search for ODBC in the Windows Start menu and open the ODBC Data Source Administrator.
   
2. In the User DSN or System DSN tab, click Add to create a new data source.
3. In the ODBC Data Source Setup window, select the ZappySys JSON Driver and click Continue.
   

Configure the Connection and API Settings

1. Set the following connection details:
   • Base URL:
     

     https://api.monday.com/v2

   • HTTP Method: POST
   • Body Content Type: JSON (application/json)
     
     

     Monday – ODBC JSON driver

2. Open the HTTP settings and configure token authentication:
   • Authentication Type: Static Token / API Key
   • API Key: Paste your monday.com token
   • Header Name: Authorization
   • OAuth Scheme: none (send raw token in header)
     

     Monday – ODBC HTTP Connection

3. Set Body Content Type to JSON (application/json).
4. Use this request body to fetch board metadata:
   

   {
   "query": "query { boards { id name } }"
   }

5. Set Array Filter / JSON Path to:
   

   $.data.boards[*]

6. Click Test Connection to verify connectivity, then click OK to save the DSN.

Preview Monday.com Data in ODBC Driver

1. Go to the Preview tab.
2. Select a table, then click Preview Data to confirm that rows are returned.
   

   Monday – ODBC Final Result

Connect Power BI to monday.com via ODBC

1. Open Power BI Desktop.
2. Click Get Data in the Home ribbon.
3. Click More… and search for ODBC.
4. Click Connect.
   

   Power BI – Get data from ODBC connection

5. From the dropdown, select the monday.com ODBC data source you created earlier.
6. You can enter a custom query for use with the ODBC JSON driver.
7. Click OK.
   

   Notion – Power BI connection

8. Click Load to import the data into Power BI.
   
9. In the Navigator window, select the monday.com columns you want to load.
   

   Notion – Power BI final result

Conclusion

Connecting Monday to Power BI using the Zappysys ODBC Driver provides a seamless way to bring your workspace data into a powerful analytics platformThis setup lets you access monday.com data through SQL from your preferred analytics and ETL tools without building custom API scripts.

Explore the full capabilities of the ZappySys ODBC Drivers to optimize your data access and integration strategy. You can extend this solution to include periodic data synchronization, real-time dashboards, and advanced transformations using your preferred analytics platform.

Need Help?

If you encounter any issues, our support team is here to help:

1. Live Chat — Use the chat widget (bottom-right corner of this page)
2. Email — support@zappysys.com
3. Support Center — Visit the ZappySys Support Portal

The post How to read Monday data in PowerBI using ODBC appeared first on ZappySys Blog.

Introduction

Monday.com is a work operating system that provides a powerful GraphQL API for accessing boards, items, users, groups, and activity data. In this tutorial, you will learn how to connect monday.com to SQL Server Integration Services (SSIS) using Zappysys connectors and extract data without writing custom code.

Because monday.com API uses GraphQL over HTTP, we will configure a token-based HTTP connection and send POST requests from the ZS JSON Source. This approach gives you a repeatable ETL pattern for loading monday.com data into SQL Server tables for reporting, analytics, and automation.

Prerequisites

1. SQL Server Integration Services (SSIS) is installed.
2. Visual Studio with SSIS extension or SQL Server Data Tools (SSDT) is installed.
3. You have a monday.com account with permission to create API tokens and access boards.
4. ZappySys SSIS PowerPack is installed.

Steps

Generate a Monday.com API token

1. Sign in to your monday.com account.
2. Open your profile menu and go to Admin (or Developers, based on your plan).
3. Navigate to Connection and click Personal API token settings.
4. Create a new API token (personal or app).
5. Copy the token and store it securely.
   

   Monday – create token

Create an HTTP connection in SSIS

1. Create or open your SSIS project and package.
2. In Connection Managers, right-click and choose New Connection…
3. Select ZS-HTTP from the SSIS connectors list.
   

   Create a new HTTP connection

4. Enter the following URL: https://api.monday.com/v2
5. Set Credentials Type to Static token/API key.
6. Paste your monday.com API token in the token value field.
7. OAuth header Name: Authorization
8. OAuth Scheme: none (monday.com expects the raw token in the Authorisation header)
9. Click  OK to save the configuration.
   

   Monday – HTTP connection

Create and configure the ZS JSON Source for Monday.com GraphQL

1. Drag and drop a Data Flow Task into the Control Flow, then open it.
   

   Drag and drop Data flow

2. In Data Flow, drag and drop the ZS JSON Source.
   

   SSIS JSON Source – Drag and Drop

3. Open the JSON Source editor and enable Use credentials.
4. Select the monday.com HTTP connection you created earlier.
5. Set URL to:
   

   https://api.monday.com/v2

6. Set HTTP Request Method to POST.
7. Set Body content type to JSON (application/json).
8. Use this GraphQL body to retrieve boards:
   

   {
     "query": "query { boards { id name } }"
   }

9. Set JSON Path Filter to:
   

   $.data.boards[*]

10. Click Preview to confirm rows are returned, then click OK to save the configuration.
    

    Monday – JSON Source

Optional: Load board items instead of board metadata

1. Replace the body with a query that returns items from a board:

   {
       "query": "query { boards(ids: 1234567890) { id name items_page(limit: 100) { items { id name created_at updated_at } } } }"
   }

2. Replace 1234567890 with your real board ID.
3. Use JSON Path Filter:
   

   $.data.boards[*].items_page.items[*]

Configure the destination and run the package

1. Drag and drop a destination component (such as OLE DB Destination, Flat File Destination, or Trash Destination) into the Data Flow.
2. Connect the output arrow from the JSON Source component to the destination component.
3. Double-click the destination component to open its configuration dialogue.
4. Configure the destination to point to your target table or file where Monday data will be stored.
5. In the Mappings section, map the columns from the JSON response to the corresponding destination columns.
6. Click OK to save the destination configuration.
7. Execute the package and verify that the data extraction is working correctly.
   

   Monday – Final Result

Conclusion

You now have a working SSIS integration pattern for monday.com using Zappysys HTTP + JSON Source components. By sending GraphQL POST requests to the monday.com API endpoint, you can extract boards, items, users, and more into SQL Server without writing custom scripts.

Explore the full capabilities of the ZappySys SSIS PowerPack to optimise your data integration tasks. By applying this pattern, you can extend your solution to include additional transformations, data validation, error handling, and scheduling through SQL Server Agent.

Need Help?

If you encounter any issues, our support team is here to help:

1. Live Chat — Use the chat widget (bottom-right corner of this page)
2. Email — support@zappysys.com
3. Support Center — Visit the ZappySys Support Portal

The post SSIS tutorial: How to get data from Monday.com appeared first on ZappySys Blog.

Trello is a popular project management platform used by teams worldwide to organize tasks, track progress, and collaborate on projects. Many applications and tools need to integrate with Trello data for reporting, analytics, and business intelligence. Using Zappysys ODBC Driver for Trello, you can easily query card data, lists, and board information from Trello using standard SQL queries without writing custom code.

This tutorial demonstrates how to connect to Trello via ODBC and extract card and board data for use in your applications, databases, and reporting tools.

Prerequisites

1. A Windows or Linux system with an ODBC driver manager installed.
2. An ODBC-compatible application (Excel, Power BI, Tableau, database tool, etc.).
3. A Trello account with at least one board and list created.
4. Finally, install the ZappySys ODBC Driver.

Steps

Generate Trello API Key and Token

1. Go to the Trello Power-up page and log in to your account.
2. Create a new App and fill in the form.
   

   Trello – Create a new App

3. Inside your new App, click the API key, then generate a new API Key.
   

   Trello – API key page

4. In the API Key section, click the Token link to generate an access token.
   

   Trello – API key and Token link

5. Choose the token’s expiration time (Recommended: 30 days for security).
6. Review the permissions and click Create Token.
7. Copy the generated token and store it securely.
8. You now have both your API Key and Token. Keep these credentials confidential.

Creating a new ODBC DSN using ZappySys JSON Driver

1. Search for ODBC in the Windows Start menu and open the ODBC Data Source Administrator.
   
2. In the User DSN or System DSN tab, click Add to create a new data source.
3. In the ODBC Data Source Setup window, select the ZappySys JSON Driver and click Continue.
   

 Configure the Connection and API Settings

1. In the Base URL field, enter the URL:
   

   https://api.trello.com/1/members/me/boards?key={{TrelloApiKey}}&token={{TrelloToken}}

   For more examples:
   GET /boards/{boardId}/cards — Retrieve all cards from a specific board
GET /boards/{boardId}/lists — Retrieve all lists from a specific board
GET /cards/{cardId} — Retrieve details of a specific card

2. In the Request Method, use GET
3. You can use the Array filter to get the object you need.
4. Test the connection to check everything is working fine
   

   Trello – ODBC configuration

Preview the data

1. Once your ODBC DSN is configured, go to the preview tab.
2. Select the table you want to use.
3. Press the Preview data button to see the result.
   

   Trello – ODBC final result

Conclusion

Connecting to Trello via ODBC with the Zappysys ODBC Driver simplifies integrating project management data into your applications, databases, and reporting tools without custom development. By following the steps outlined in this tutorial, you can build reliable data connections that allow you to query Trello data using standard SQL and access it from Excel, Power BI, Python, SQL Server, and many other tools. Whether you need to track project progress, analyze team productivity, consolidate data from multiple teams, or create executive dashboards, Trello integration via ODBC provides a flexible and powerful solution.

Explore the full capabilities of the ZappySys ODBC Drivers to optimize your data access and integration strategy. You can extend this solution to include periodic data synchronization, real-time dashboards, and advanced transformations using your preferred analytics platform.

Need Help?

If you encounter any issues, our support team is here to help:

1. Live Chat — Use the chat widget (bottom-right corner of this page)
2. Email — support@zappysys.com
3. Support Center — Visit the ZappySys Support Portal

The post How to extract data from Trello appeared first on ZappySys Blog.

Trello is a popular project management platform used by teams worldwide to organize tasks, track progress, and collaborate on projects. Many organizations need to integrate Trello data with SQL Server for reporting, analytics, and business intelligence purposes. Using Zappysys SSIS PowerPack, you can easily extract card data, lists, and board information from Trello using REST APIs without writing custom code.

This tutorial demonstrates how to connect SSIS to Trello and load card and board data into SQL Server tables using the Zappysys REST API Source component.

Prerequisites

1. SQL Server Integration Services (SSIS) is installed.
2. Visual Studio with SSIS extension or SQL Server Data Tools (SSDT).
3. A Trello account with at least one board and list created.
4. Zappysys SSIS PowerPack installed on your system.

Steps
Generate Trello API Key and Token

1. Go to the Trello Power-up page and log in to your account.
2. Create a new App and fill in the form.
   

   Trello – Create a new App

3. Inside your new App, click the API key, then generate a new API Key.
   

   Trello – API key page

4. In the API Key section, click the Token link to generate an access token.
   

   Trello – API key and Token link

5. Choose the token’s expiration time (Recommended: 30 days for security).
6. Review the permissions and click Create Token.
7. Copy the generated token and store it securely.
8. You now have both your API Key and Token. Keep these credentials confidential.

Configure SSIS Package Variables

1. Open your SSIS project in Visual Studio or SQL Server Data Tools (SSDT).
2. Create a new package or open an existing one.
3. Navigate to the Variables section and create the following variables:
   1. TrelloApiKey (String) — Enter the API Key you generated in the previous step.
   2. TrelloToken (String) — Enter the access token you created.
   3. BoardId (String) — Enter your Trello Board ID.
4. Ensure all variables are marked as sensitive if they contain authentication credentials to secure the package.

Create and Configure the  JSON Source

1. 1. Add a new Data Flow Task to your SSIS package.
   2. Double-click the Data Flow Task to enter the Data Flow design surface.
      

      Drag and drop Data flow

   3. Drag a ZappySys JSON Source component from the toolbox onto the canvas.
      

      SSIS JSON Source – Drag and Drop

   4. Double-click the ZappySys JSON Source to open its configuration editor.
   5. In the Connection section, enter the Trello API endpoint to retrieve cards from your board:
      

      https://api.trello.com/1/members/me/boards?key={{User::TrelloApiKey}}&token={{User::TrelloToken}}

   6. Set the HTTP Request Method to GET.
   7. Click Test Connection to verify that your API credentials are correct and you can access your Trello board data.
   8. Click Preview Data to view the card data that will be extracted from Trello.
   9. Click OK to save the configuration.
      

      Trello – JSON source example

   10. Alternatively, you can use the boardId parameter in the request to retrieve specific board data. Here are some common API endpoints:
       GET /boards/{boardId}/cards — Retrieve all cards from a specific board
GET /boards/{boardId}/lists — Retrieve all lists from a specific board
GET /cards/{cardId} — Retrieve details of a specific card
       

       Trello – JSON source example board ID

Configure the Data Destination

1. Drag and drop a destination component (such as OLE DB Destination, SQL Server Destination, or Flat File Destination) into the Data Flow.
2. Connect the output arrow from the JSON Source component to the destination component.
3. Double-click the destination component to open its configuration dialog.
4. Configure the connection manager to point to your target SQL Server database.
5. In the destination editor, specify the target table where Trello data will be stored.
6. In the Mappings section, map the columns from the JSON response to the corresponding SQL Server table columns.
7. Configure error-handling options based on your requirements (fail on errors, ignore errors, or redirect error rows to an error table).
8. Click OK to save the destination configuration.
9. Execute the package and verify that the data extraction is working correctly.
   

   Trello – Final Result

Conclusion

Connecting SSIS to Trello using Zappysys REST API Source simplifies the integration of project management data into your SQL Server environment without custom development. By following the steps outlined in this tutorial, you can build reliable SSIS packages that automatically synchronize Trello board data with SQL Server for analytics, reporting, and business intelligence. Whether you need to track project progress, analyze team productivity, consolidate data from multiple teams, or create executive dashboards, Trello integration with SSIS provides a flexible and powerful solution that saves time and reduces manual data entry errors.

Explore the full capabilities of the ZappySys SSIS PowerPack to optimize your data integration tasks. By applying this pattern, you can extend your solution to include additional transformations, data validation, error handling, and scheduling through SQL Server Agent.

Need Help?

If you encounter any issues, our support team is here to help:

1. Live Chat — Use the chat widget (bottom-right corner of this page)
2. Email — support@zappysys.com
3. Support Center — Visit the ZappySys Support Portal

The post SSIS tutorial: How to retrieve data from Trello appeared first on ZappySys Blog.

Firebase is a popular cloud platform that provides real-time databases, cloud storage, and various backend services. Many organizations use Firebase to store application data and need to integrate it with their SQL Server databases for reporting, analytics, and business intelligence. Using Zappysys SSIS PowerPack, you can easily insert or extract data from Firebase Realtime Database or Firestore using REST APIs without writing custom code.

This tutorial demonstrates how to connect SSIS to Firebase and load data into SQL Server tables using the Zappysys REST API Source component.

Prerequisites

1. SQL Server Integration Services (SSIS) is installed.
2. Visual Studio with SSIS extension or SQL Server Data Tools (SSDT).
3. A Firebase project with Realtime Database or Firestore enabled.
4. Zappysys SSIS PowerPack is installed on your system.

Set Up Your Firebase Project

1. Go to the Firebase Console.
2. Select a project; if you do not have one, click on “Create a new project”.
3. Enter your project name and click “Continue.”
4. Enable Google Analytics if desired, and complete project creation.
5. Navigate to Security > Authentication.
6. In the Sign-in method tab, enable Email/Password authentication.
   

   Firebase – Enable email-password provider

7. Go to the Users tab and create a new user, enter an email and a password.
   

   Firebase – Enter a new email

8. Go to Settings > General.
9. Under the Your apps section, create a new app and select the Web option.
   

   Firebase – Create a new App

10. Enter the name for your app, and you will receive a configuration object with your app’s credentials:
11. Use this as the body:

    const firebaseConfig = {
      apiKey: "AIzaSyC2EYUliXXXXXXXXXXXXX",
      authDomain: "my-project.firebaseapp.com",
      databaseURL: "https://my-project.firebaseio.com",
      projectId: "my-project",
      storageBucket: "my-project.firebasestorage.app",
      messagingSenderId: "5750XXXXXXXXX",
      appId: "1:5750171XXXXXXXX:web:4404eca49b20XXXXXXXX"
    };

12. In the Firebase Console, navigate to Realtime Database or Firestore Database.
13. Click Create Database and select your region.
14. Set security rules. For development and testing, use

    "auth!=null"

    for read and write access.
    

    Firebase – change rules

15. From the Database tab, copy your database URL (e.g., https://my-project.firebaseio.com)

Configure the token for Firebase

1. In your SSIS package, navigate to the Variables section and create the following variables:
   1. Api_Key (String) — Enter the API key from Step 1.
   2. Token (String) — Stores the authentication token generated by Firebase.
2. Drag and drop the REST API Task component onto your SSIS package canvas and double-click to open it.
   

   Add a REST API Task in SSIS

3. Navigate to the Response Settings tab and set Response Content Type to JSON.
4. In the JSONPath field, enter: $.idToken to extract the session token from the API response.
5. Enable Save Response Content, select the Variable option, and choose your Token variable.
   

   Firebase – save token in a variable

6. Go back to the Request tab and enter the following URL. For testing, use:
   

   https://identitytoolkit.googleapis.com/v1/accounts:signInWithPassword?key={{User::api_key}}

7. Set the HTTP Request Method to POST.
8. Use the following JSON in the body with your credentials:

   {
     "email": "test@gmail.com",
     "password": "testpassword",
     "returnSecureToken": true
   }

9. Use JSON (application/json) as Body Content Type
10. Test the connection. If successful, you will see the generated token in the response.
    

    Firebase – generate token

Create and Configure the JSON Source

1. Add a new Data Flow Task to your SSIS package. Connect it downstream from the REST API task you created before.
2. Double-click the Data Flow Task to enter the Data Flow design surface.
3. Drag a ZappySys JSON Source component from the toolbox onto the canvas.
   

   SSIS JSON Source – Drag and Drop

4. Double-click the ZappySys JSON Source to open its editor.
5. Enter the following URL to the Firebase endpoint. Replace “users” with the database path where you want to send data:
   

   https://zappysys-bigquery.firebaseio.com/users.json?auth={{User::token}}

6. Set the HTTP Request Method to POST.
7. Configure the JSON payload to insert your data. Since Firebase is a NoSQL database, structure the JSON according to your data schema:
   

   {
   "user001": { "nombre": "Ana García", "email": "ana@test.com" },
   "user002": { "nombre": "Luis Pérez", "email": "luis@test.com" }
   }

   

   Firebase – send data

8. Click Preview Data, using a valid token in the variable, to test the connection and verify the data.
9. You can change the method to GET to check the data from the database
   

   Firebase – get data from the database

10. Click OK to save the configuration.

Configure the Data Destination

1. Drag and drop a destination component (such as OLE DB Destination, Flat File Destination, or Trash Destination) into the Data Flow.
2. Connect the output arrow from the JSON Source component to the destination component.
3. Double-click the destination component to open its configuration dialog.
4. Configure the destination to point to your target table or file where Firebase data will be stored.
5. In the Mappings section, map the columns from the JSON response to the corresponding destination columns.
6. Click OK to save the destination configuration.
7. Execute the package and verify that the data extraction is working correctly.
   

   Firebase – Final Result

Conclusion

Connecting SSIS to Firebase using Zappysys REST API Source simplifies the integration of cloud database data without custom development. By following the steps outlined in this tutorial, you can build reliable SSIS packages that automatically transfer data between Firebase and SQL Server for analytics, reporting, and business intelligence purposes. The REST API approach works seamlessly with both Firebase Realtime Database and Firestore, giving you the flexibility to work with your preferred cloud database structure.

Explore the full capabilities of the ZappySys SSIS PowerPack to optimize your data integration tasks. By applying this pattern, you can extend your solution to include additional transformations, data validation, error handling, and scheduling through SQL Server Agent.

Need Help?

If you encounter any issues, our support team is here to help:

1. Live Chat — Use the chat widget (bottom-right corner of this page)
2. Email — support@zappysys.com
3. Support Center — Visit the ZappySys Support Portal

The post SSIS Tutorial: How to Extract Data from Firebase appeared first on ZappySys Blog.

Tripletex is a cloud-based accounting and enterprise resource planning (ERP) platform designed for small to medium-sized businesses in Norway and other Scandinavian countries. It provides comprehensive financial management, invoicing, project accounting, and inventory management capabilities through a robust REST API.

Integrating Tripletex with ODBC enables seamless data access between your accounting system and any ODBC-compatible application, including Excel, Power BI, Tableau, custom applications, and databases. ZappySys Tripletex ODBC Driver simplifies this integration by providing a native ODBC interface that handles Tripletex authentication, API communication, and data querying without requiring custom code.

This tutorial walks you through the complete process of installing the ODBC driver, configuring a data source, and querying Tripletex data from any ODBC-compatible application.

Prerequisites

1. Windows or macOS operating system with admin access for driver installation.
2. Tripletex account with API access enabled.
3. An ODBC-compatible application (Excel, Power BI, Tableau, database tool, etc.).
4. Finally, install the ZappySys ODBC Driver.

Step-by-Step Guide

Generate your Tripletex API credentials

1. Create or log in to your Tripletex account using your administrator credentials.
2. Navigate to the Settings section by clicking on your user profile icon in the top-right corner of the screen.
3. Select API Access from the dropdown menu.
4. Click the Generate New Token button to generate a new API token.
   

   Tripletex – Generate Token

5. Provide a descriptive name for your token.
6. Set the appropriate permissions scope. For this tutorial, select Read and Write access to ensure the integration can both retrieve and push data.
7. Click Generate Token, then immediately copy the Consumer Token and Employee Token values. Store them securely in a password manager or Azure Key Vault, as Tripletex will not display them again.
   

   Tripletex – Getting Tokens

Creating a new ODBC DSN using ZappySys JSON Driver

1. Search for ODBC in the Windows Start menu and open the ODBC Data Source Administrator.
   
2. In the User DSN or System DSN tab, click Add to create a new data source.
3. In the ODBC Data Source Setup window, select the ZappySys JSON Driver and click Continue.
   

 Configure the Connection and API Settings

1. In the Base URL field, from the API documentation, enter the URL:
   

   https://api-test.tripletex.tech/v2/currency

2. Select HTTP as the connection type, then click it to configure it.
3. Select Dynamic Token as the Authentication Type.
4. In the Header Name, enter Authorization.
5. In the OAuth Scheme, use Basic.
6. Go to the Dynamic Token tab.
7. Enter the following URL with the consumer and employee token:
   

   https://api-test.tripletex.tech/v2/token/session/:create?consumerToken={ConsumerToken}&employeeToken={EmployeeToken}&expirationDate=2026-04-28

8. Set up the HTTP Request Method to PUT.
   
   

   Tripletex – ODBC dynamic token

9. Go to the Response Settings tab
10. Select Expression Type as JSON and use this JSONPath to get the Session Token:

    $.value.token

11. In Token Function, use the following function. The Authorization header must contain the Company ID( Enter your Tripletex company ID or use 0 if unknown) and Session Token in Base64-encoded format:

    <<0:[$token$],FUN_BASE64ENC>>

12. Click OK to save the connection configuration.
    

    Tripletex – ODBC save Session Token

13. In the Request Method, use GET
14. You can use the Array filter to get the object you need. We will use $.value[*].
15. Test the connection to check everything is working fine
    

    Tripletex – ODBC JSON Driver configuration

Preview the data

1. Once your ODBC DSN is configured, go to the preview tab.
2. Select the table you want to use.
3. Press the Preview data button to see the result.
   

   Tripletex – ODBC JSON Driver Final Result

Conclusion

You have successfully configured ODBC connectivity to Tripletex, enabling seamless data access from Excel, Power BI, Tableau, custom applications, and any other ODBC-compatible tool. This integration allows you to analyze financial data, create dashboards, and automate reporting without building custom APIs or ETL pipelines.

The ZappySys Tripletex ODBC Driver provides a simple, standardized interface for accessing your accounting data, making it easy to integrate Tripletex with your existing business intelligence and analytics tools. By following this tutorial, you have established a foundation for advanced data analysis, forecasting, and business intelligence workflows.

Explore the full capabilities of the ZappySys ODBC Drivers to optimize your data access and integration strategy. You can extend this solution to include periodic data synchronization, real-time dashboards, and advanced transformations using your preferred analytics platform.

Need Help?

If you encounter any issues, our support team is here to help:

1. Live Chat — Use the chat widget (bottom-right corner of this page)
2. Email — support@zappysys.com
3. Support Center — Visit the ZappySys Support Portal

The post ODBC tutorial: How to get data from Tripletex appeared first on ZappySys Blog.

Tripletex is a cloud-based accounting and enterprise resource planning (ERP) platform used by small and medium-sized businesses in Norway and other Scandinavian countries. It provides financial management, invoicing, project accounting, and inventory features through a REST API.

Integrating Tripletex with SQL Server Integration Services (SSIS) lets you synchronize accounting data with databases, reporting systems, and other business applications. ZappySys SSIS PowerPack simplifies this process by providing components that handle HTTP requests, authentication, and data extraction without requiring custom code.

This tutorial walks you through the complete process of creating Tripletex API credentials, generating a session token, and building an SSIS package that extracts data from Tripletex.

Prerequisites

1. SQL Server Integration Services (SSIS) is installed.
2. Visual Studio with SSIS extension or SQL Server Data Tools (SSDT).
3. Tripletex account with API access enabled.
4. Install ZappySys SSIS PowerPack.

Steps

Generate Tripletex API credentials

1. Create or log in to your Tripletex account using your administrator credentials.
2. Navigate to the Settings section by clicking on your user profile icon in the top-right corner of the screen.
3. Select API Access from the dropdown menu.
4. Click the Generate New Token button to generate a new API token.
   

   Tripletex – Generate Token

5. Provide a descriptive name for your token.
6. Set the appropriate permissions scope. For this tutorial, select Read and Write access to ensure the integration can both retrieve and push data.
7. Click Generate Token, then immediately copy the Consumer Token and Employee Token values. Store them securely in a password manager or Azure Key Vault, as Tripletex will not display them again.
   

   Tripletex – Getting Tokens

Generate a Tripletex session token

Tripletex requires a session token for API authentication. The session token is generated from the Consumer Token and Employee Token obtained in the previous step.

1. In your SSIS package, navigate to the Variables section and create the following variables:
   1. ConsumerToken (String) — Enter the Consumer Token from the previous step.
   2. EmployeeToken (String) — Enter the Employee Token from the previous step.
   3. SessionToken (String) — Stores the generated session token.
   4. CompanyID (String) — Enter your Tripletex company ID, or use 0 if it is unknown.
2. Drag and drop the REST API Task component onto your SSIS package canvas and double-click to open it.
   

   Add a REST API Task in SSIS

3. Navigate to the Response Settings tab and set Response Content Type to JSON.
4. In the JSONPath field, enter: $.value.Token to extract the session token from the API response.
5. Enable Save Response Content, select the Variable option, and choose your SessionToken variable.
   

   Tripletex – Save Session Token in Variable

6. Go back to the Request tab and enter the following URL. For testing, use:
   

   https://api-test.tripletex.tech/v2/token/session/:create?consumerToken={{User::ConsumerToken}}&employeeToken={{User::EmployeeToken}}&expirationDate=2026-12-31

7. For production environments, use:
   

   https://tripletex.no/v2/token/session/:create?consumerToken={{User::ConsumerToken}}&employeeToken={{User::EmployeeToken}}&expirationDate=2026-12-31

8. Use a future expiration date when you generate the token. If you copy these examples later, replace the sample date before testing.
9. Set the HTTP Request Method to PUT.
10. Test the connection. If successful, you will see the generated session token in the response.
    

    Tripletex – Generate Session Token

Use an HTTP dynamic token connection (recommended)

You can also generate and reuse the session token through an HTTP connection with a dynamic token configuration.

1. Right-click in the Connection Managers pane and select New Connection…
2. Select ZS-HTTP from the SSIS connectors list
   

   Create a new HTTP connection

3. Enter the following URL with the consumer and employee token:
   

   https://api-test.tripletex.tech/v2/token/session/:create?consumerToken={ConsumerToken}&employeeToken={EmployeeToken}&expirationDate=2026-12-31

4. In Credentials Type, select Dynamic Token.
5. In the Auth header name, use Authorization.
6. For the Auth Scheme, select Basic.
   

   Tripletex – SSIS HTTP connection

7. Go to the Dynamic Token tab.
8. Enter the previous URL.
9. Set the HTTP Request Method to PUT.
   
   

   Tripletex – ODBC dynamic token

10. Go to the Response Settings tab.
11. Select Expression Type as JSON and use this JSONPath to get the Session Token:

    $.value.token

12. In Token Function, use the following function. The Authorization header must contain the Company ID (enter your Tripletex company ID, or use 0 if it is unknown) and Session Token in Base64-encoded format:

    <<0:[$token$],FUN_BASE64ENC>>

13. Click OK to save the connection configuration.
    

    Tripletex – SSIS save Session Token

Create and configure the JSON Source

1. Add a new Data Flow Task to your SSIS package. Connect it downstream from the REST API task you created before.
2. Double-click the Data Flow Task to enter the Data Flow design surface.
3. Drag a ZappySys JSON Source component from the toolbox onto the canvas.
   

   SSIS JSON Source – Drag and Drop

4. Double-click the ZappySys JSON Source to open its editor.
5. For testing purposes, enter the following URL:
   

   https://api-test.tripletex.tech/v2/currency

6. Set the HTTP Request Method to GET.
7. Click the Headers tab and add the required Tripletex authentication headers. The Authorization header must contain the Company ID and Session Token in Base64-encoded format:
   

   Accept: application/json
   Authorization: Basic <<{{User::CompanyID}}:{{User::SessionToken}},FUN_BASE64ENC}}>>
8. If you want to use the connection option (recommended), select Use credentials and choose the connection you created earlier.
9. In the Array Filter field, specify the JSON path to extract the data array from the Tripletex response: $.value
10. Click Preview Data to test the connection and verify that data is being retrieved correctly from Tripletex.
    

    Tripletex – JSON Source result

11. Click OK to save the configuration.

Configure the data destination

1. Drag and drop a destination component (such as OLE DB Destination, Flat File Destination, or Trash Destination) into the Data Flow.
2. Connect the output arrow from the JSON Source component to the destination component.
3. Double-click the destination component to open its configuration dialog.
4. Configure the destination to point to your target table or file where Tripletex data will be stored.
5. In the Mappings section, map the columns from the JSON response to the corresponding destination columns.
6. Click OK to save the destination configuration.
7. Execute the package and verify that data extraction is working correctly.
   

   Tripletex – Final Result

Conclusion

You have now set up a complete integration between Tripletex and SSIS using ZappySys components. This tutorial covered creating API credentials, configuring session token authentication, retrieving data from the Tripletex API, and loading it into SQL Server or another destination.

This pattern can help automate business processes such as invoice tracking, customer synchronization, project reporting, and financial analysis. By using ZappySys SSIS PowerPack, you can build the workflow with less custom code while keeping the package easier to maintain.

Explore the full capabilities of ZappySys SSIS PowerPack to extend this solution with additional transformations, data validation, error handling, and scheduling through SQL Server Agent.

Frequently Asked Questions

Why does Tripletex require a session token?

Tripletex uses a session token for API authentication. In this workflow, the session token is generated from the Consumer Token and Employee Token before SSIS sends requests to the API.

Should I use the REST API Task or a dynamic token connection?

Both approaches can work. A dynamic token connection is often easier to reuse across multiple components because the token generation logic is stored in the connection instead of being repeated in each task.

What should I check if authentication fails?

Confirm that the Consumer Token and Employee Token are correct, the expiration date is still in the future, and the Authorization header contains the expected Company ID and session token values.

Next step

If you want to build similar API integrations in SSIS, download SSIS PowerPack and use the same pattern for other REST API workflows.

Need Help?

If you encounter any issues, our support team is here to help:

1. Live Chat — Use the chat widget in the bottom-right corner of this page.
2. Email — support@zappysys.com
3. Support Center — Visit the ZappySys Support Portal.

The post SSIS tutorial: How export data from Tripletex appeared first on ZappySys Blog.

Introduction

Claude.IA is a powerful cloud-native intelligence and automation platform that offers REST APIs for accessing AI models, data processing pipelines, and automation workflows. In this guide, we will demonstrate how to connect to Claude using the Zappysys ODBC Driver for REST APIs with API key authentication.

Whether you are using Claude for intelligent document processing, data enrichment, or automated workflows, you will learn how to configure ODBC connectivity without writing custom code. Zappysys ODBC REST driver handles all the complexity, allowing you to query Claude APIs using standard SQL and connect from any ODBC-compatible application.

Prerequisites

1. Windows operating system (32-bit or 64-bit).
2. Claude’s account has API access enabled.
3. Finally, do not forget to install ZappySys ODBC PowerPack.

Steps

Generate an API Key in Claude

1. Log in to your Cloude.IA account settings.
2. Navigate to Settings > API Keys.
3. Click Create Key.
4. Enter the workspace name (optional).
5. Enter a descriptive name for the API key.
6. Press Add to generate the token Key.
7. Save the API key in a secure location; you won’t be able to view it again.
   

   Cloude- Generate Token

8. Set Up Billing (required): add a payment method via the Billing Settings page.

Creating a new ODBC DSN using ZappySys JSON Driver

1. Search for ODBC in the Windows Start menu and open the ODBC Data Source Administrator.
   
2. In the User DSN or System DSN tab, click Add to create a new data source.
3. In the ODBC Data Source Setup window, select the ZappySys JSON Driver and click Continue.
   

 Configure the Connection and API Settings

1. In the Base URL field, enter:
   

   https://api.anthropic.com/v1

2. Select HTTP as the connection type, then click it to configure it.
3. Select Static Token/API Key as the Authentication Type.
4. Enter your Claude API key in the API Key field.
5. In the Header Name, enter x-api-key.
6. In the OAuth Scheme, use none.
7. Click OK to save the configuration.
8. Set up the HTTP Request Method to POST.
9. Use this JSON as the body:
   

   {
     "model": "claude-sonnet-4-6",
     "max_tokens": 1024,
     "messages": [
       {
         "role": "user",
         "content": "{YOUR-Message}"
       }
     ]
   }
10. In the Body content type, select 

    JSON(application/json)

11. Inside the header, add:

    anthropic-version: 2023-06-01

12. You can use the Array filter to get the object you need, and you can use

    $.messages[*].content

      to get only the message.
13. Test the connection to check everything is working fine
    

    Claude – JSON ODBC Driver configuration

Preview the data

1. Once your ODBC DSN is configured, go to the preview tab.
2. Select the table you want to use.
3. Press the Preview data button to see the result.
   

   Claude – JSON ODBC Driver result

Conclusion

You now have a secure and reliable ODBC connection to Claude. API Key authentication provides a simple and secure way to connect using the Zappysys ODBC Driver for REST APIs. With this connection configured, you can build powerful data extraction, transformation, and integration workflows using Claude’s intelligence and automation capabilities from any ODBC-compatible application without writing custom code.

Explore the full capabilities of the ZappySys ODBC PowerPack to optimize your data integration tasks. By applying this pattern, you can extend your solution to include additional data sources and create unified reporting across multiple cloud-based APIs.

Need Help?

If you encounter any issues, our support team is here to help:

1. Live Chat — Use the chat widget (bottom-right corner of this page)
2. Email — support@zappysys.com
3. Support Center — Visit the ZappySys Support Portal

The post ODBC Tutorial: How to connect Claude to ODBC appeared first on ZappySys Blog.