Want to migrate data from SQL Server to Salesforce? Or worried about losing data during Salesforce data migration?
Well, the struggle is real, if you don’t know the exact steps to follow. However, the good news is that by following some simple steps as instructed, you can migrate the data anytime needed.
In the following article, we have discussed all the steps you require for data migration using the Salesforce data loader. We have also outlined how to connect SQL Server to Salesforce through SSIS.
How to Migrate Data from SQL Server to Salesforce?
One of the effective ways to migrate data from SQL Server to Salesforce is certainly Salesforce Data Loader. It is a standalone app that lets you import and export data to and from Salesforce.
So, how does it work?
In the case of importing the data, the loader reads, extracts, and loads data either from comma-separated values (CSV) files or from a database connection. On the other hand, it outputs the CSV files for exporting data.
Wondering how?
Follow the below-mentioned steps for migration of the data from SQL serve to Salesforce:
Step#1
Download and install the data loader.
Step#2
Once the download is completed, create a mapping file. This mapping file is a CSV file that specifies the name of the field and the types of data you are importing. Hence, make a mapping file, defining the fields in your database and the corresponding fields in the Salesforce.
Step#3
In this step, you need to export the data from the SQL server. You can directly use the Data Loader tool to export the data from the database into a CSV file.
Step#4
Now is the time to import the data into the Salesforce. Like the export process, use the Data loader Tool to import the data from the CSV file into the Salesforce. Just make sure to specify the mapping file and the target object (for instance, “Account”, “Contact,” etc.) in Salesforce.
Step#5
This is the last step. Here, you have to repeat the process for each of the objects you want to migrate. In case you have multiple objects under your SQL Server Database (for example, “Accounts” and “Contacts”), repeat the export and import procedure for each of the objects.
N.B: This is just a basic overview of the steps you require to follow to migrate data from the SQL server to salesforce using the data loader tool. Thus, you might require to perform some additional steps or make changes, based on your particular demands.
How to connect SQL Server to Salesforce through SSIS?
SSIS (SQL Server Integration Services) is a powerful data integration solution that can perform a wide range of data migration tasks. If you require more than a simple import of Salesforce data to an SQL server or vice-versa, such as if you need to transform the data in between, you can ideally use SSIS to do the work.
Below is the list of steps you need to use to connect the SQL server to Salesforce through SSIS:
Step#1
Create a new integration Services Project in Visual Studio.
Step#2
In the control Flow screen, drag the New Data Flow Task from the Toolbox.
Step#3
Next up, add an OLE BD Destination and an ADO.NET Source from the toolbox bar to the Data Flow screen.
Step#4
Choose the CData Provider for Salesforce whenever making a New Data Connection.
Step#5
Fill in all the required information in your salesforce accounts connection. Such as, user, password, access token, etc., are all the needed Connection Properties.
Step#6
Moving on, set up the following information in the ADO.NET Source Editor in the following manner:
- Connection Manager: Choose the Data Connection, as created from the Connection Managers menu.
- Data Access Mode: now choose “SQL Command” from the drop-down menu bar.
- SQL Command Text: Open the Component properties tab in the ADO.NET Source editor and choose the SELECT command as follows:
Step#7
Close the ADO.NET Source editor and then connect the source to the OLE DB Destination simply by dragging the arrow underneath it.
Step#8
Open up the OLE DB Destination and give the input of the following information:
- Connection Manager: Make a new link. This is where you will give the details for your server and database.
- Data Access Mode: Choose the table or view to populate in the database and modify the data access mode to “table or view.”
Step#9
From the Mappings screen, you can make any kind of adjustment to any properties as needed.
Step#10
The work is completed. Close the OLE DB Destination Editor and run the project.
You will find your database populated with data obtained from the Salesforce upon successful completion of the SSIS Task.
To Conclude
Hopefully, you have no more queries regarding how to migrate data from the SQL server into Salesforce. Just follow the above steps as instructed, and you will be all ready to do the migration swiftly and effectively whenever needed. Additionally using data migration tools like airbyte can simplify the process even further