Enabling SSIS in Visual Studio 2022

If you're using Visual Studio 2022, you will need to install the SQL Server Integration Services Projects extension to use SSIS.

1. Navigate to Extensions > Manage Extensions.
2. In the Manage Extensions window's search box, search for "SQL Server Integration Services Projects 2022" and select the extension in the list.
3. Click Download.
4. Close Visual Studio and run the downloaded Microsoft.DataTools.IntegrationServices.exe installer. Proceed through the installer with default settings.
5. Open Visual Studio. There should now be an "Integration Services Project" project template available.

Adding the SuiteCRM Connection Manager

Create a new connection manager as follows:

1. Create a Visual Studio project with the "Integration Services Project" template.
2. In the project, right-click within the Connection Managers window and select New Connection from the menu.
3. In the Description column, select CData SuiteCRM Connection Manager and click Add...
4. Configure the component as described in the next section.

Alternatively, if you have an existing project and CData SuiteCRM Source or CData SuiteCRM Destination:

1. Right-click your CData SuiteCRM source or destination component in your data flow
2. Select Edit... to open an editor window.
3. Click the New... button next to the Connection manager: dropdown selector to create a connection manager.
4. Configure the component as described in the next section.

Connecting to SuiteCRM

Requirements for connecting to SuiteCRM differ, depending on which version of the API your site is running.

SuiteCRM V4.1 API

To connect to SuiteCRM data via the V4.1 API, set these connection properties:

• Schema: suitecrmv4.
• URL: The URL associated with the SuiteCRM application. For example, http://suite.crm.com.
• User: The user associated with the SuiteCRM account.
• Password: The password associated with the user of the SuiteCRM account.

SuiteCRM V8 API

SuiteCRM V8 uses the OAuth2 authentication standard. Before you connect to SuiteCRM V8 API, you must ensure that is it properly configured to provide the OAuth2 private and public keys. For further information, see the SuiteCRM Developer Guide API V8 setup instructions.

Authenticating to SuiteCRM V8 API

The SuiteCRM V8 API uses OAuth2.0 as its authentication mechanism, based on either of two grant types: PASSWORD and CLIENT.

Authentication via OAuth requires the Schema to be set to suitecrmv8, and the creation of a custom OAuth application, as described in Creating a Custom OAuth Application.

Client Credentials Grant

To connect to SuiteCRM V8 API, set these properties:

• Schema: suitecrmv8.
• AuthScheme: OAuthClient.
• OAuthClientId: The client key returned during custom OAuth application creation. (See Creating a Custom OAuth Application.)
• OAuthClientSecret: The client secret returned during custom OAuth application creation (See Creating a Custom OAuth Application.)
• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken connection property.
• URL: The base URL of your SuiteCRM system. For example, https://suitecrmhost/.

Password Grant

To connect to SuiteCRM V8 API, set these properties:

• Schema: suitecrmv8.
• AuthScheme: OAuthPassword.
• OAuthClientId: The client key returned during custom OAuth application creation. (See Creating a Custom OAuth Application.)
• OAuthClientSecret: The client secret returned during custom OAuth application creation. (See Creating a Custom OAuth Application.)
• User: The user's username.
• Password: The user's password.
• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken connection property.
• URL: The base URL of your SuiteCRM system. For example, https://suitecrmhost/.