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How to enable Microsoft SQL Server data Connector?

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This article will explain 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.

 

Prerequisites

 

 

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

Temp_data_connector_SQL.png

 

 

  • Only UserId 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.

    • For relationships, these are only supported when there are explicit foreign key constraints in the database / Relations must have foreign key references

 

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

 

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