Associations are used in HubSpot to define a relationship between objects and activities. It is critical to have these properly defined to keep your data and relationships as intended. In this blog post, we will show you how to use KingswaySoft components to easily create and maintain HubSpot associations.

Moving emails across Dataverse or Dynamics 365 environments, especially handling email attachment records, poses unique challenges due to the specific behaviors of the Dataverse/CRM email attachment entity. In this blog post, we will demonstrate how to work with the ActivityMimeAttachment entity in Microsoft Dynamics CRM for accurate data migration, using the CDS/CRM Destination components available in our Dynamics 365 Toolkit.

Azure Key Vault is a popular key and secrets management solution from Microsoft, and it can be beneficial to use it for storing your sensitive SSIS connection credentials for runtime job execution. In this blog post, we will see how KingswaySoft can be used to store and retrieve such sensitive connection information from Azure Key Vault to facilitate a secure connection seamlessly.

Custom access tokens are commonly used to obtain authorization tokens. Sometimes, they process requires using one of the parsing and extraction strategies. In this blog post we will illustrate some advanced use cases for this feature when using the HTTP connection manager offered in our SSIS Productivity Pack product.

The components we developed at KingswaySoft generally discover metadata automatically whenever possible - That is, our software retrieves metadata information made available by the API itself in order to properly populate our ETL components. In most cases, the metadata in our components is generally accurate, provided the target system has a reliable metadata API. This includes services like Dataverse/Dynamics 365 CE, Salesforce, SharePoint, etc. Accurate metadata is vital for data integrity in ETL processes. However, there are occasional cases where some ETL metadata fine-tuning may be necessary due to unique situations. For instance, you might encounter cases where a text field contains more data than what is indicated by its metadata, potentially causing the source extraction to fail. In such instances, manual editing of the metadata will be required in order for the ETL process to work. In this blog post, we will show you how such changes can be made properly for your ETL components.

Discover how to handle unique client cases that require both authentication and payload data sent in the body using the x-www-form-urlencoded format. Set up authentication in Postman, configure the SSIS data flow, and utilize the XML Source component for parsing out data efficiently. In this blog post, we'll show you step-by-step how to achieve this seamlessly using KingswaySoft's SSIS Productivity Pack.

KingswaySoft’s Premium Excel Destination component not only allows you to write values to an Excel file but also supports formulas. By using formulas in your Excel file, it can open up your data flows to many more possibilities. In this blog post, we will demonstrate one example of using formulas to create hyperlinks in an Excel file.

OAuth offers clear advantages over basic authentication, establishing it as the superior choice for data integration projects that involve processing or consuming your Dynamics 365 Business Central data. In this blog post, we will explore the secure and flexible nature of OAuth, its advantages over basic authentication, and its role in data integration projects. By following the steps outlined in this concise guideline, you will be able to create a connection manager using OAuth authentication for integration with Dynamics 365 Business Central online.

Applications and processes often rely on external resources, which can be expensive to retrieve or obtain. Therefore, modern applications often employ cache strategies to save these external resources in the local file system and achieve improved performance. In some other cases, you might have an application that keeps creating random temporary files to facilitate certain system requirements which cannot be achieved otherwise. However, as every coin has two sides, these caches or temporary files, in the long run, can build up in the system and occupy large disk space, which could have adverse effects and result in volume deficiency in the system. Implementing a scheduled cleanup of the cache folder by removing those files that are older than a certain age can become necessary in your ETL process.

In the general integration practice, it is a very common use case to monitor a folder path for any file changes, and as soon as a file with certain criteria lands in the folder or gets modified, a process should kick off or otherwise, an email notification should be sent via email. With the new Premium File Watcher Task added to our SSIS Productivity Pack in our most recent v23.1 release, this can be easily achievable in an automated fashion. In this blog post, we will demonstrate the design and configurations required to watch a file path on a continuous basis and send an email notification when a specific change happens in it.

In some unique cases, we may receive an XML document that needs to be processed in the ETL process, which might contain general XML content but includes some embedded XML content made of escaped characters. The integration requires the embedded XML content to be fully parsed and processed. In this blog post, we will show you how to properly handle and transform mixed XML content with escaped characters to ensure the successful parsing of API responses and files.

Enumeration fields or optionsets need to be handled well in a migration scenario. And it is easy to not have an option in a target system, which was a legacy option in your Source data set. One such example would be currency options. Currency abbreviations can easily be missed, incomplete, or need to be changed to better reflect the destination system. In this business case, we are working with an old database system and have now been tasked to create the contact information in HubSpot.

While migrating from CRM to CRM, or any other Source system to CRM, in an ETL, records will need to be associated with users. And since the Source and Target Systems are different, there may not be a guarantee that some users may still exist in the organization. And in such cases, such users become either unlicensed, or stub users. These type of users have restrictions when it comes to being set as an owner of records, and in this blog post, we will see how this can be handled efficiently.

In SSIS, the sensitive credentials have to be handled in a special way to ensure that they get preserved and decrypted while the packages run in an unattended way. There are a few means to do this, and in this blog post, we will discuss some popular ways this can be done.

With the recent news of SOAP basic authentication deprecation, it becomes imperative to start using the OAuth authentication for your SharePoint integration process. In response to this deprecation, we have recently added support for OAuth in the latest (v22.1) of our SharePoint toolkit, which offers a paralleled feature set as the SOAP service endpoint. It also includes some enhanced capabilities that were not possible using the SOAP service endpoint. This blog post will demonstrate the process involved in order to start using the OAuth authentication type in your integration.

Having a JSON response that needs to be properly parsed is a very common use case. This can be an advanced JSON structure like arrays, key-value pairs, etc. Our KingswaySoft JSON components can easily parse through them using the various settings and options available. However, there could be cases in which a JSON design is such that it could have records that need to be handled separately. In this blog post, we will discuss such a case.

If you have a large number of records, you need to read and the process is taking longer than anticipated you may benefit from using Salesforce’s Bulk API. Salesforce Bulk API benefits you when you have many records (Salesforce states data operations with 2000+ records make a good candidate) in the Salesforce system and these records are being read synchronously. Today we will look at the features in Salesforce Bulk API and how KingswaySoft components make Bulk jobs easier.