Uploading SQL files with the Data Loader allows you to easily import data directly from your existing databases into your ClearPoint account. This feature reduces the need for manual data entry and helps you keep your information updated.
Uploading SQL files with the Data Loader
Similar to an API connection, you need to provide the Data Loader with the necessary information about the database so that it can retrieve the data. To use the Data Loader with a SQL database you must complete the following steps:
Set up a connection between the Data Loader and your SQL database.
Select a folder in your directory to be watched by the data loader.
Run a SQL query that returns the data you would like to upload and save the file to a directory that is being watched by the Data Loader.
Map the columns in the SQL file to the fields in your ClearPoint account.
Creating a SQL Connection
Click Add Connection on the Data Loader
You will be prompted to enter the following information
Name of this connection
Host
Database name
Authentication username and password
If you are connecting to Microsoft SQL Server, you may select to authenticate using your Windows Credentials
SQL Dialect
Click on Connect to test the connection.
Selecting a Directory to watch
Once a connection is established between the Data Loader and your SQL server you must set the Data Loader to watch the Directory where the SQL query files are saved to begin mapping.
Running a SQL query
While creating the connection to the SQL database and watching the correct directory tell the Data Loader where to look for the data, you still need to run an SQL query so that the Data Loader knows what data to pull from the database.
Once the Query is run and mapped in the data loader, you will not need to run it again and can push automatic updates on a schedule.