How it works
Database connectors empower users to craft tailored SQL queries for mapping data objects into Optiply. The primary goal of these queries is to retrieve essential data and systematically arrange it, ensuring seamless synchronisation with Optiply via our integration platform. This process facilitates efficient data flow and optimises the integration experience. Customers can create their datasets using tables or views, as long as they have the names and structure needed.
Query Names and Descriptions
Customers must utilise the following fixed query names when crafting their SQL queries. These names correspond to specific data categories essential for synchronisation with Optiply:
Products: Retrieves detailed information about products, including identifiers, names, and specifications.
SalesOrders: Gathers all sales order data, encompassing order IDs, dates, and order details.
SalesOrdersLines: Fetches line item details for each sales order, such as product ID, quantity, and price.
Suppliers: Collects information on suppliers, including supplier IDs, names, and contact details.
SupplierProducts: Obtains details on products supplied by each supplier, including product IDs and supplier-specific data.
BuyOrders: Retrieves purchase order information, covering order IDs, purchase dates, and supplier IDs.
BuyOrdersLines: Fetches line item details for each purchase order, including product ID, quantity, and cost.
ItemDeliveries: Gathers data on the delivery of items, including delivery IDs, dates, and statuses.
ProductCompositions: Retrieves component details and quantities for each product and its parts, essential for inventory and production management.
Query Usage
Query: Utilise tailored SQL queries for each of the above names to extract the necessary data from MS SQL. These queries are designed to map data objects directly to Optiply, facilitating data organisation and synchronisation.
Incremental Data Synchronisation
Replication Key: To ensure efficient and incremental data synchronisation, each query utilises a specific column name as its replication key. This key is essential for identifying new or updated records since the last synchronisation point, thereby optimising data transfer and minimising load.
Requirements to connect:
Host Name
Port
Database
Schema
User
Password
Optiply Connection
To connect your source system to Optiply please follow these steps:
Log into you app and select Settings, Integrations and Add a source.
Select Microsoft SQL and Next.
Fill in your credentials and click Connect.
That is it! You have sucessfully connected Optiply to Microsoft SQL