salesforce data migration services

Integrating SAP On-Premise with Salesforce Using SQL Server Integration Services

In this blog, I am going to demonstrate ‘Integrating SAP On-Premise with Salesforce Using SQL Integration Services ‘. In this blog, you are going to get an idea of how easy it is to integrate with SAP On-premise and Salesforce when there is a need for data integration between them and when the SQL server hosts the SAP On-Premise data.

Introduction

Here, the requirement is that We have an SAP On-Premise tool ( probably an older version ) that hosts its database on the SQL server. Now we need to connect SAP and Salesforce. Since we are going to do one-way data integration, we should be okay to use SQL Server to Salesforce integration. We will be achieving it in very easy steps.

I will walk you through the below steps :

  1. Explore SSIS aka SQL Server Integration Services
  2. How are SAP On-Premise and SSIS related?
  3. SSIS Integration Toolkit for Salesforce
  4. Using KingsWaysoft for integrating Salesforce and SQL Server

Explore SSIS aka SQL Server Integration Services

Microsoft SQL Server Integration Services is an ETL that extract data from different sources, transform data, and load it in a completely different destination.

We need a connection manager to establish the connection between the SSIS package and source, and package and destination. You can use Integration Services to solve complex business problems by copying or downloading files, loading data warehouses, cleaning, and mining data, and managing SQL Server objects and data.

How are SAP On-Premise and SSIS related?

In our case, We are referring SAP On-Premise, so it does make sense to host the data over SQL Server.SQL Server uses SSIS Connections to run SQL statements such as SELECT, DELETE, and INSERT commands and also stored procedures. To integrate with Salesforce We would go with the approach of integrating SQL Server and Salesforce by using SSIS plugins.

SSIS Integration Toolkit for Salesforce

In earlier days, I believe almost 10 years ago, The simplest way to do the data integration was to use Dataloader to extract data into CSV and then DTS/SSIS to load data.But that’s no more the case!

There are many plugins/toolkits which leverages the power of the SSIS ETL engine which provides data integration solution for Salesforce. These plugins make life easy for the integrator where you can use simple configuring steps to do the integration which includes easy steps like installation, credentials set up , field mapping, etc. These simple steps may vary by type of the plugin which we are going to use. I have listed few of them here :

  1. KingswaySoft
  2. Devart
  3. SentryOne
  4. cdata
  5. CozyRoc

My best three among these are – KingswaySoft, Devart, and CozyRoc.We are using KingswaySoft for our purpose.

From Salesforce end , you need to make sure the right fields are mapped and if required those are created to map the SAP fields

Using KingsWaysoft for integrating Salesforce and SQL Server

To get started I would recommend you to download the package from here

You can go through this step by step in this video and do the set up  very easily :

 

To use SSIS Integration Toolkit for Salesforce, you need to have the following software:

  • Azure-SSIS Integration Runtime, or, Microsoft SQL Server 2019, 2017, 2016, 2014, 2012, 2008R2, or, 2008
  • .NET Framework 4.0 (SQL Server 2012, 2014, 2016, 2017)

For further details about the software prerequisites, please visit Help Manual page.

Why do I love this tool? It is for FREE to try out!

To a certain extent yes you can use it for free. When you install the developer licensed software, The download software will operate under the free developer license after installation by default. Under the developer license, you can use the software within the development environment (Visual Studio, or BIDS – Business Intelligence Development Studio) for free for as long as you want (Of course, your use of the software is governed by the terms of its accompanying license agreement). The only limitation with the free developer license is, you cannot run the software outside of the development environment (Visual Studio or BIDS).
If you would like to run the software outside the development environment (BIDS or Visual Studio),
such as running SSIS packages on a scheduled basis or from a command line, you will need to acquire a license from us.

I hope now you get an idea of how it is so easy to integrate with SAP On-premise and Salesforce when there is a need for data integration between them and when the SQL server hosts the SAP On-Premise data.

References :

  1. SQL Server Integration Services – Microsoft Documentation
  2. SSIS Integration Toolkit For Salesforce – KingswaySoft Documentation
  3. KingsWaySoft Help Manual
  4. Field Mapping in Salesforce – Salesforce Documentation