NB: To complete this will require SQL server access for your internal database. Your internal IT team will need to be involved and if needed, be added as a FleetOps user access to the Connectors panel.
Create a read-only (SELECT permission needed) database user that is restricted to the database that you are connecting to. You can do this through SQL Management Studio or by running a SQL command.
Using SQL Management Studio:
Assign the 'db_datareader' role.
We would prefer that the "SQL Server Login Password Expiration" option is not enabled (this may be enabled by default when creating a user). If this is enabled, the integration will stop working once it expires.
Using SQL command: To grant SELECT permissions on the SQL server database, run this command:-
USE YourDatabase;
EXEC sp_addrolemember 'db_datareader', 'your_user';
- Test the database user by logging into "SQL Management Studio" to ensure that the user is active.
Login to FleetOps, go to 'Settings' by clicking on the settings icon from the menu.
Click on 'Connectors' to see the list of connections.
Click on the name of the vendor you are connecting to.
Proceed to fill out the panel by adding the database connection details including the user credentials.
Click on 'Save & Check Connection'.
Once we have successfully connected, we will begin syncing the data from your database.
Note: If required you can schedule a call with our engineering team to guide you through the install process by emailing support@fleetops.com. If possible, we recommend that the IR is downloaded and the database user is created before the call.