Applying Assignment Rules During Salesforce Integration Using KingswaySoft
Assignment rules are a set of criteria that determine how a lead or case will be assigned. They are a powerful feature in Salesforce that can help automate your organization's process for working with leads and cases. In this blog post, we will go over how to create Assignment Rules and how to effectively use them when importing records with Kingswaysoft SSIS Integration toolkit for Salesforce.
Migrating HubSpot Templates Using KingswaySoft HubSpot Toolkit
HubSpot CMS is a powerful system of tools for companies to manage both their website and content strategy. One of the most important aspects of HubSpot CMS is its use of Templates. Due to their significance within HubSpot CMS, our SSIS Integration Toolkit for HubSpot specifically supports working with Templates, which can be used to migrate them from one instance to another with ease. However, working with HubSpot Templates has some nuances that need to be addressed. In this blog post, we will go over two different scenarios for working with HubSpot Templates.
Connect to Your Azure SQL Instance in SSIS ETL Process Using Modern Authentication
This blog post will walk you through various methods we have implemented for working with OAuth in our Premium SQL Server components, providing secure access for applications and users.
Introducing Firestore NoSQL Component for Handling Complex Data Structures
Firestore is a popular NoSQL database and offers some advantages over traditional relational database models. With its scalability, querying, and indexing capability, complex data structure can be easily handled for real-time business requirements. KingswaySoft offers Firestore components to connect, read, and write to it. In this blog post, we will delve into such a scenario for handling the data.
Setting Up Modern OAuth Connections for Salesforce
Switching to modern Salesforce OAuth helps enhance the security of your integration connection. For this reason, we have outlined the benefits of making the transition. This walkthrough covers creating a Salesforce app for OAuth, gathering the necessary information, and setting up a Salesforce Connection Manager to connect to your Salesforce application for integration purposes.
Incorporating Conditional Logic Into Update Actions with KingswaySoft Premium Service Lookup Component
In this blog post, we will focus on implementing a more complex Update action when writing using the KingswaySoft Premium Lookup component, giving users greater control over which records to update. For example, only updating the record if it was modified before a certain date.
Working With Dynamics CRM Action Outputs Using KingswaySoft
In Dynamics 365 CE/CRM, Actions are a type of process that can be invoked to perform a specific task. They supports input parameters that can be passed in as arguments if required, as well as Output parameters to obtain a status or any parsed value. In our KingswaySoft Dynamics CRM Destination component, you can easily trigger an Action by using the ExecuteWorkflow option and configure the output parameters as well. In this blog post, we will go through the steps to accomplish this.
Silent Installation for KingswaySoft Toolkits
Msiexec allows you to install MSI files silently without user interaction, which can be useful for deploying KingswaySoft's SSIS Integration components. In this blog post, we'll cover how to use this feature with our toolkits, to enable unattended installations in your environment, making automated deployments and installations more efficient.
Easily Translate CRM Option Values Using KingswaySoft
When writing to Dynamics 365 CE/CRM entities, it is important to remember that when dealing with Option values or Choice type fields, these are a set of defined values applicable for a field within the scope of the Dynamics 365 CRM instance. Your source component may have a different value set for the same field, which is common when the Source is not a Dynamics 365 CRM instance. In this blog post, we will show you how to use KingswaySoft's Option Value Mapping feature to translate and handle such fields easily.
Extracting Information with Ease Using KingswaySoft JSON/XML Extract Task
In your ETL integration development, you might run into a situation where you need to obtain some information from a JSON or XML file served by an HTTP service endpoint via either SOAP or REST framework. Without a proper strategy, this process design can impose some interesting challenges. In this blog post, we will showcase how to use our HTTP Requester Task and JSON Extract Task to accomplish this with ease.
Build a More Resilient Message Queue Processing Flow Using KingswaySoft
Message queues are pivotal when it comes to communicating within a system or between multiple systems. It allows different parts of a system to communicate and process operations asynchronously. A message queue provides a lightweight buffer that temporarily stores messages and endpoints, which allow client components to connect to the queue and send and receive messages. KingswaySoft has various message queue components and control flow tasks that can be used in your integration workflow. Today, we will be looking into a specific constraint that queues could cause with higher volumes of messages, and how these can easily be handled within SSIS with KingswaySoft.
Automate Exporting and Emailing Power BI Reports with KingswaySoft
Power BI reports are a great way to get quick and detailed snapshots of data sources. In this blog post, we will discuss how to export reports in your preferred offline format (such as PDF) and send them to any email address required, all within a single data flow. Additionally, you will be able to dynamically set how frequently to send the report and to add or remove recipients receiving this email.
Parsing Through Hybrid API Responses Using KingswaySoft
APIs are typically based on either SOAP (XML) or REST (JSON) service calls. However, there are cases where you might receive an XML snippet from a REST service endpoint that primarily serves a JSON document. In such situations, you need a proper strategy for working with the embedded XML snippet. In this blog post, we will show you how this can be achieved effectively.
Archiving and Clearing Inbox Using KingswaySoft
When working on integrations, it's common to receive notifications via emails from the process. These emails may include execution statuses, pipeline monitoring messages, execution failure notifications, or other communications. However, keeping them indefinitely in the inbox might not be desirable, as they can accumulate in both number and size over time. Therefore, moving these to another folder and clearing up space in the main inbox is an important step. This can be easily achieved using KingswaySoft.
Using Sensitive Connection Information in AWS Secrets Manager for ETL Runtime Execution
AWS Secrets Manager is a widely used secrets and key management solution offered by Amazon. By leveraging its security features, you could store sensitive SSIS connection information in the secrets manager and make such information available for runtime job execution. In this blog post, we will use KingswaySoft components to connect with AWS Secrets Manager to facilitate a secure connection in a seamless ETL process.
Using KingswaySoft to Integrate with Couchbase Capella Managed Instances
Connecting to Couchbase Capella presents challenges that require additional procedures outside SSIS. These can lead to connection errors and present a significant obstacle during setup. In this blog post, we'll guide you through the process of seamlessly integrating with Couchbase Capella's online managed instances using the Couchbase Connection Manager.
Effective Use of KingswaySoft Email Destination to Send Emails with Attachments
Sending emails is a common scenario in integrations, whether for logging a process status, sending a periodic report, job monitoring, etc. Handling this within the SSIS package can be advantageous in many ways, and with KingswaySoft's Email Destination Component, we make it as easy as possible.