How to enable Microsoft SQL Server data Connector

This article explains how to set up a connection from Templafy to your Microsoft Server SQL tables in order to utilize the data residing in your SQL tables to dynamically populate documents with up-to-date information.

How to set up Microsoft SQL Server as a Data Connector in Templafy

1. In the Admin Center, access Integrations section.
2. Go in Available tab.
3. Find/Search for Microsoft SQL Server.
4. Click +.
5. Enter the required information:
   • Server
   • Port: if not specified, the default 1433 Port will be used.
   • Database
   • User ID
   • Password
6. Optionally, test the connection by clicking Test connection.
7. Click Save.
   
   
   

   Important Only User ID and Password authentication is supported. Views will not be supported as they do not carry an ID which is necessary in Templafy. Only tables and relationships between tables will be supported.  Only relationships with constraints between tables are supported.  Stored procedures and functions are also not supported. Tables meant to be used with the connector must have an ID to be utilized in Templafy - The ID column will be the Primary key of the table (docs). Tables are only supported if they have a primary key and the primary key is a single column, i.e. composite keys are not supported. Relationships are only supported when there are explicit foreign key constraints in the database / Relations must have foreign key references.

   
   

   Note Once the data connector has been set up, you can navigate to the Resources to add the relevant external data sources.