To Create a Microsoft SQL Data Provider

You use the Data Providers (SM206015) form to create a data provider that defines the structure of external data for MYOB Acumatica during data import or data export.

This procedure describes how to create a Microsoft SQL data provider that is used to transfer data between MYOB Acumatica and a table of a Microsoft SQL Server database.

To Create a Microsoft SQL Data Provider

  1. Review the columns of the database table for which you need to create the data provider to identify the external data schema.
  2. On the Data Providers (SM206015) form, create a provider, and specify the following settings for it:
    1. Name: The name of the provider, which usually describes the data you will transfer by using this provider, such as Import Purchase Orders
    2. Data Type: MS SQL Provider (PX.DataSync.MSSqlSYProvider)
  3. On the Parameters tab, do the following:
    1. As the value of the Server parameter, specify one of the following:
      • The name of the computer where the Microsoft SQL Server instance is installed if you use the default instance of Microsoft SQL Server (for example, MyServer)
      • The name of the computer and the name of the Microsoft SQL Server instance if you use a named instance (for example, MyServer\MyInstance)
    2. Specify the database name as the value of the Database parameter.
    3. Specify the login and password for accessing the SQL Server instance and the type of authentication that is used by the SQL Server instance (either SQL or Windows).
  4. On the toolbar in the Source Objects pane of the Schema tab, click Fill Schema Objects. The system connects to the database, pulls the list of tables and views from it, and populates the Source Objects tab with the schema objects that correspond to tables and views.
    Note: If you don't see Fill Schema Objects on the toolbar, click , which displays any buttons that do not fit on the toolbar.
  5. Select the Active check box for the needed object. On the toolbar of the Source Fields pane, click Fill Schema Fields. The system displays the column headers available in the source database table. Make sure the Active check box is selected for all needed fields.
  6. Repeat the previous step for all objects (SQL tables and views) that you want to import data to and export data from.
  7. Click Save.

You have created a Microsoft SQL data provider that you can use in an import or export scenario.