How to ETL Data From and To Connected App (SaaS App)

Overview

Connected App (SaaS) connectors allow you to extract data from and load data into popular SaaS platforms such as Salesforce, HubSpot, NetSuite, and others. These connectors are available under Connected Apps and work like any standard database connector.

This flow moves data between a Connected App and a relational database. You can load data into the SaaS app, extract data from it, or do both.

Step-by-Step Instructions

Step 1. Go to Connections and create a connection for the Connected App

• These connectors are listed under the Connected Apps category.

• Example: Salesforce, HubSpot, NetSuite, etc.

• Test the connection.

Step 2. Create a destination Connection, for example connection for the relational database or another SaaS app and test it. 

Step 3. Go to Flows and create a new Connected App to… flow.

You can also use Database to… flow types. Connected App connectors function like database connectors, so both flow types are interchangeable for this use case.

Step 4. Add a new transformation

• FROM: Select either the SaaS app or the database, depending on direction.

• TO: Select the destination connection and table or object.

Step 5. (Optional) Click Configure and configure a custom Source SQL if needed. Leave it blank to extract all data from the source table.

Step 6. (Optional) Configure per-field mapping if the source and destination schemas differ.

Step 7. Test the transformation.

Step 8. (Optional) Enable MERGE (UPSERT) if you want to update existing records.

Note: Enabling Predict Lookup Fields allows flow to automatically select keys for MERGE. Alternatively you can manually specify them using fully qualified table names and semicolon-separated pairs in the Lookup Fields:

Step 9. (Optional): Configure Change Replication to track and load only modified data

Step 10. (Optional): To fully refresh destination tables, add the following SQL to the Before SQL field:

truncate table {TABLE}

Step 11. Add as many pairs of source-to-destination transformations as needed.

Step 12. Save the Flow and execute it manually.

Step 13. Schedule the flow

• Go to Schedules

• Create a schedule to run the flow periodically

Next Steps

Want to move multiple tables using a wildcard? Learn how →