Connecting to MS SQL

Import from MS SQL

Import from tables

Import from Custom SQL query

Schedule your Import, Snapshots, and Add Data Alerts

FAQs for MS SQL

Connecting to MS SQL

When you begin an MS SQL import for the first time you will need to connect MS SQL as a data source for Coefficient. You will need your Host, Database Name, Username, and Password. (The default MS SQL port is “1433”.)

1. Open the Coefficient Sidebar and click on the Menu (hamburger icon).

1. Select Connected Sources.

1. Select Add Connection at the bottom and click Connect for MS SQL Server.

1. Enter the required fields (Host, Database name, Username, Password, and Port).

   

NOTE: All 3 of the Coefficient IP Addresses will need to be whitelisted in order to successfully connect to MS SQL as a data source.

<aside> 🌀 Coefficient's IP Addresses

34.217.184.131

44.234.233.60

52.32.132.51

</aside>

Import from MS SQL

There are 2 different ways to import data using Coefficient from MS SQL, Import from Tables, and Import from a Custom SQL Query. Import from a Table allows you to create imports without having to write SQL. Using a Custom SQL Query gives you additional flexibility in the data that you are importing using Coefficient.

Import from Tables

1. From the sidebar select Import from…

1. Select MS SQL Server from the list.

   

2. Select Import from tables.

1. The Data Preview screen will appear in your Sheet, allowing you to select the table from MS SQL you would like to import from.

1. After you select the database table, you will be presented with fields within that table to include in your import. Each field will become a new column in the Data Preview window and ultimately in your import.