Connecting Your Data
Sendlio allows you to connect directly to your databases to create audiences and to pull dynamic content into your messaging. Connecting directly to your data gives you real-time access as customer and content data changes.
The following databases are currently supported:
- SQL Server
- Redshift (via PostgreSQL driver)
Create a Data Source
The first step to getting your data connected is to create a Data Source in Sendlio. Data Sources hold the connection information for Sendlio to use when it needs to perform a query on your database server.
To create a new Data Source:
- Go to Data Sources in Sendlio from the main navigation
- Click the "Add a Data Source" button at the top of the screen
- Enter your database connection information
- Click save
When setting up a Data Source, Sendlio will prompt you for your database login credentials. It is recommended that you create a new database username and password for Sendlio. Here is an explanation of what each credential is for your reference.
- Name: An internal name for your database. This is how Sendlio will refer to this Data Source from other areas of the application
- Type: This is the type of database you are connecting to (selected from the list above)
- Host: This is the endpoint for the database server you are connecting to
- Port: This is the port Sendlio should use to connect to the host
- Database: This is the name of the database on the server that Sendlio should use
- Username: A unique username for Sendlio to connect as
- Password: The associated password for the username
Checking Your Connection
Once you click "Save", you will be returned to the Data Sources list screen. Here you will see your data source listed. At this point Sendlio will also run a test on your database connection to ensure it is functioning as expected.
- If your connection was successful, you'll see the word "Connected" under the Data Source name
- If your connection was unsuccessful, you will see the error returned when attempting a connection