In this lesson we will cover:
– How to set up and complete a SQL import
Head to Configuration > Integrations > SQL Imports. In here, you can add one, or multiple records (equating to the importing of different entities/from different databases).
Click 'New' in the top RHS to create a new record – in, here you have a few key areas to populate.
First & foremost you give this a sensible name & select the entity you're looking to import, in this guide, the assets entity has been picked:
Fig 1. New SQL import
Below that you have the option to enable the Halo Integrator for this record, allowing the importing of data to occur on a scheduled basis (if you are hosted by Halo, you can request we enable this on a schedule on your behalf)
SQL Connection
Input the connection details, such that Halo can communicate with the 3rd party DB.
Fig 2. SQL connection details
SQL Query
The result of the query entered below will be used for the data import, so it is important that this query returns all records you wish to import & contains all fields (columns) with the data points you're looking to import into Halo:
Fig 3. SQL query field
Key Fields
There are some important fields you will need to add into your query, these are highlighted below:
Fig 4. key fields for query
Add the column names into their respective text fields (screenshot above)
Directly below these options, you have a table for further field mappings:
Fig 5. Field mappings table
Add to this table & specify the column header from your SQL query and the field it should update in Halo:
Fig 6. Mapping column header to Halo field
If a field name exists with the same name as the column header, the respective field in Halo will be updated. Else, a new field will be created.
Finally, you have some additional options regarding the behaviour of the import:
Fig 7. Additional options
