Never manually copy your Google contacts into Dynamics CRM again! Centralizing your customer history into CRM gives you the ability to track customer interactions, gauge marketing campaigns and fuel analysis. However, tracking customer information across your social, accounting and ERP systems often requires rekeying data from these sources into CRM.
With the CData SSIS components, you can automatically synchronize Dynamics CRM on-premise or online with your customer and lead information no matter where it resides, without manually copying data. The CData SSIS components enable you to use the data integration tools in SSIS to work with nontraditional data sources and destinations.
In SSIS, you can work with data sources like Dynamics CRM and Google Apps just as you would SQL Server, without copying the data into a database. Modeling the business logic of CRM and even Google calendars in a database is nontrivial and expensive. CData drivers for Dynamics CRM and Google preserve business logic by giving you a relational view of the Dynamics CRM and Google APIs.
No matter how disparate the data sources, connectivity to any API is transparent and accomplished through the same standard interfaces in SSIS. You can follow the same procedure to connect to any . After installing the CData SSIS components for and , as well as , you can set up a simple transfer to Dynamics CRM in 10 steps.
- In Visual Studio, click File -> New -> Project. Expand the Business Intelligence node and click Integration Services Project.
- Drag a Data Flow task from the SSIS Toolbox onto the Control Flow.
- Drag the CData Source Component for GoogleApps from the SSIS Toolbox onto the Data Flow.
- Double-click the source component to open the source editor. Click New. In the resulting dialog, enter the credentials required to connect to Google APIs. Google uses the OAuth authentication standard. To obtain the OAuth values, see the .
- In the Table Or View menu, select the Contacts table.
- Drag the CData Destination Component for Dynamics CRM from the SSIS Toolbox onto the Data Flow.
- Drag the blue arrow from the Google source to the Dynamics CRM destination.
- Double-click the destination component to open the destination editor. Enter the credentials required to connect to Dynamics CRM. To connect to CRM Online, CRM 4.0, 2011, 2013, and 2015, the following properties are required:
- URL: The URL to the on-premise Dynamics CRM installation or Office 365 URL.
- User: Your Dynamics CRM username.
- Password: Your Dynamics CRM password.
If your Dynamics CRM instance has an IFD configuration, you will additionally need to set the STSURL property. You can find a in the help for the SSIS component for Dynamics CRM.
- In the Use a Table menu, select Contact. In the Action menu, select Insert for a simple transfer.
- Click Mappings to modify the column mappings. SSIS automatically maps columns with the same name. In the Input Column list, select the Ignore option for the Id column.
With the , you can automate the process of tracking customers and leads across your social, accounting, and ERP systems. By connecting to your customer information as a database, wherever it resides, you can use powerful tools like SSIS to automate the process of getting contact data into CRM.
by CData
