Setting UpSetup a Square REST Connection Manager

The REST Connection Manager is an SSIS connection manager that can be used to establish connections and facilitate data integration with REST based APIs and services such as Square, among many more.

Integration for Square is enabled by the following two components:

To add a new connection, right-click the Connection Manager area in your Visual Studio project, and choose "New Connection..." from the context menu. You will be prompted the "Add SSIS Connection Manager" window. Select the "REST (KingswaySoft)" item to add a new REST Connection Manager.

New SSIS Connection

Add SSIS REST Connection Manager

The REST Connection Manager contains 2 pages of configuration.

  • General
  • Advanced Settings

General Page

The General page allows you to specify connection properties and login credentials for the Square REST service:

SSIS REST Square Connection Manager

Service Name

The REST service that will be connected to.

API Throttle Rate

The API Throttling Rate will limit the number of requests that can be sent per second.

Instance Type(since v21.1)

Specify the Instance Type of the Square instance:

  • Sandbox
  • Production
Authentication Mode

The Authentication Mode option allows you to authentication mode when working with Square service. Available options are:

  • OAuth Mode
  • API Token Mode
Sign in using the default web browser

The Sign in using default web browser checkbox will provide you with the option to complete the entire OAuth authentication process within the toolkit (unchecked) or through your default web browser (checked). This option is used in conjunction with the Generate Token File... button.

Generate Token File...

The Generate Token File... button completes the OAuth authentication. After you click this button simply follow the steps in the dialog to generate your token.

Path To Token File

The path to the token file on the file system.

Note: The KingswaySoft OAuth App is provided for your convenience when setting up the connection, and it should NEVER be used for production purposes. We would recommend you create your own app to connect to your instance, in which case you have better control of the access and also the token generated.

Token File Password

The password to the token file.

API Token

The API Token to use when accessing Square service. This option is available when API Token Mode is selected.

Test Connection

After all the connection information has been provided, you may click the "Test Connection" button to test if the user credentials entered can connect to the selected REST service.

Advanced Settings Page

REST Connection Manager - Advanced

Proxy Mode

The Proxy Mode option allows you to specify how you want to configure the proxy server setting. There are three options available.

  • No Proxy
  • Auto-detect (Using system-configured proxy)
  • Manual
Proxy Server

Using the Proxy Server option allows you to specify the name of the proxy server for the connection.

Port

The Port option allows you to specify the port number of the proxy server for the connection.

Username (Proxy Server Authentication)

The Username option (under Proxy Server Authentication) allows you to specify the proxy user account.

Password (Proxy Server Authentication)

The Password option (under Proxy Server Authentication) allows you to specify the proxy user's password.

Note: The Proxy Password is not included in the connection manager's ConnectionString property by default. This is by design for security reasons. However, you can include it in your ConnectionString if you want to parameterize your connection manager. The format would be ProxyPassword=myProxyPassword; (make sure you have a semicolon as the last character). It can be anywhere in the ConnectionString.

Timeout

The number of seconds requests should wait before timing out.

Retry on Intermittent Errors

The retry on intermittent errors option determines if requests will be retried when there is an error. If this option is checked, requests will be retried up to 3 times.

Ignore Certificate Errors

This option can be used to ignore those SSL certificate errors when connecting to Square servers.

Warning: Enabling the "Ignore Certificate Errors" option is generally NOT recommended, particularly for production instances. Unless there is a strong reason to believe the connection is secure - such as the network communication is only happening in an internal infrastructure, this option should be unchecked for best security.