SQL

Use SQL to import database table records from a SQL Server database or MySQL database into a data file. The data file is used in a botflow Automated steps that you can design for each bot that will run. to access the imported records. This topic describes how to create and manage SQL server connections.

Create a SQL server connection

  1. Click Add Item () on the Botflow Pane.
  2. Click SQL.
  3. Select a connection letter from the Letter drop-down list or accept the default letter.
  4. Select the SQL type from the Type drop-down list:
    • SQL. Select to use with a SQL database.
    • MySQL. Select to use with a MySQL database. This option requires that MySQL is installed.
  5. In the Server field, complete one of the following tasks:
    • Type the required server name.
    • Click the Expression Builder to build the server name using variable or other token values.
    • For SQL, click the down button to retrieve a list of available SQL Servers.
  6. Select Port to type a port number or accept the default number (1433).
  7. Type a Timeout value or use the up and down buttons to incrementally change the value by one second.
  8. For SQL, select the authenticate type from the Authentication drop-down:
    • Windows. This type uses your Windows log in credentials.
    • SQL. This type uses the credentials set for the SQL server connection.
      • Credential. Select the credential required for the SQL server connection.

      • Username. Displays the username stored in the credential required for the SQL server connection.
      • Password. Displays the password stored in the credential required for the SQL server connection.
      • Confirm. Re-type the password, if required, for the SQL server connection.

    For MySQL, use the credentials set for the MySQL server connection.

    • Credential. Select the credential required for the MySQL server connection.
    • Username. Displays the username required for the MySQL server connection.
    • Password. Displays the password required for the MySQL server connection.
    • Confirm. Re-type the password, if required, for the MySQL server connection.
  9. Click Connect to connect to the SQL database server or MySQL database server and retrieve a list of available databases.
  10. Select an available database from the Database drop-down list.
  11. (Optional) Type a Note describing the SQL connection.
  12. Click OK to save the SQL connection to use in the botflow.

Manage a SQL server connection

  1. Navigate to the SQL server connection on the Botflow Pane.
  2. Right-click the SQL connection.
  3. Use the Context Menu to:
    • Add. The SQL screen displays so that you can create another SQL server connection.
    • Edit. The SQL screen displays with the existing SQL server connection information that can be edited.
    • Delete. This action removes the SQL server connection information from the botflow.
    • Duplicate. This action creates a copy of the SQL server connection information with the next available connection letter.