Establishing a Connection
Connecting with the FinancialForce Connection Manager
Adding a new FinancialForce connection to the SSIS package is straightforward. Right-click within the Connection Manager window and select New Connection from the menu. Then, choose the FinancialForce Connection Manager from the Add SSIS Connection Manager window.
Alternatively, you can create a new connection directly using the FinancialForce Source or the FinancialForce Destination. You can set the connection properties in the FinancialForce Connection Manager window.
Authenticating to FinancialForce APIs
There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.
Authenticating with a Login and Token
Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.
To disable the security token:
- Log in to FinancialForce and enter Network Access in the Quick Find box in the setup section.
- Add your IP address to the list of trusted IP addresses.
To obtain the security token:
- Open the personal information page on FinancialForce.com.
- Click the link to reset your security token. The token will be emailed to you.
- Specify the security token in the SecurityToken connection property or append it to the Password.
Connecting to FinancialForce APIs
By default, the component connects to production environments. Set UseSandbox to true to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.