# Connector - Sage CRM (SQL Server)

To create a connector to Sage CRM running on Microsoft SQL Server:

1. Start the Connector Manager (Tools - Connector Manager)

2. If necessary select or create the folder you want to place the new connector in

3. Do any one of:

> Click the "New Connector" button on the tool bar

> Select Connector - New Connector from the menu

> Right click in the tree at left and select "New Connector" from the context menu

4. Enter a name for the new connector

5. Select the correct version of Sage CRM on SQL Server from the list

You will then be placed in the Sage CRM connector editor, where you will need to complete a number of parameters.

### SQL Server Name

This is name of the machine SQL Server is running on, or the name of the SQL Server instance if you are running named instances

### User Name and Password

Login credentials for an identity that has read and write permissions on the CRM database.

### Get Database List

Click the "Get Database List" button, then select the correct CRM database from the drop down list at right

### Establish Connection

When you click this button, Inaport will connect to the CRM database. If any of the parameters above are incorrect, the connection will fail and you will get an error message.

### Get CRM User list

When Inaport is used to create records in the CRM system, a default user is sued as the record owner.

When you click this button, all the currently established users in CRM are read, and the drop down list at right is populated. Select one of these as the default user.

NOTE: This default can be changed in a profile using the settaccpacuser() function.

### Library Directory Path

If you are going to use Inaport to add attachments to CRM, it needs to know the full path to the library directory on the server. This should be a proper UNC path, and you must ensure that the login identity that runs the profile has read and write permission on this directory.

An example path for CRM version 5.8 might look like:

\\myServer\Program Files\Sage\CRM\CRM\Library