Finding the two details your connector asks for
Overview
This article describes how to find the SQL instance name and database name. You need both to complete an upload with the following connectors:
Connect to SQL Server
Log in to your server
You will need access to the server where your accounting package and SQL Server are installed or hosted. Make sure you have the necessary permissions to access SQL Server.
Open SQL Server Management Studio
Select the Windows Start button and search for SQL Server Management Studio, then launch it.
Search the Start menu for SQL Server Management Studio.
Connect to the instance
In SQL Server Management Studio, connect to the SQL Server instance where your accounting package is installed. You will need to enter your SQL Server credentials, or use Windows authentication, depending on your setup.
The Connect to Server dialog. The server name is highlighted.
Locating the database information
In SQL Server Management Studio, you will see the Object Explorer on the left-hand side.
Select the + on the left to expand the tree under the SQL Server instance, and find the folder named Databases.
Look for the database with the name that corresponds to your accounting package instance. The naming convention varies. For Dynamics 365 Business Central, for example, the database name may include “NAV” or “BC”.
The Databases folder expanded, with the database name highlighted.
Locating the SQL Server instance name
The SQL Server instance name is shown in the top left corner of SQL Server Management Studio, just under the toolbar. It typically follows the format ServerName\InstanceName.
The instance name sits at the top of the Object Explorer.
Make a note of both values exactly as they appear. The connector will ask for the instance name and the database name separately.
See also:
If you run into any issues during this process, please contact your Validis representative.