Table of Contents

SQL Server Connection

To use SQL Server actions in Profitbase Flow, you need to configure a connection by either selecting an existing connection or creating a new one.


Connection Type

Before entering server details, select the appropriate connection type (authentication method). Available options:

  • SQL Server Authentication – Use a SQL Server username and password.
  • Microsoft Entra Password – Authenticate using a Microsoft Entra ID (formerly Azure AD) username and password.
  • Microsoft Entra Service Principal – Authenticate using an Entra service principal with a client ID and secret.
  • User Connection String – Supply a full custom connection string manually.

SQL Server and Microsoft Entra Password Authentication

Property Type Description
Server name Required The SQL Server hostname, IP address, or named instance.
Database name Required The specific database to connect to.
Username Required The user login or Entra ID (email address).
Password Required The password for the user.
Enable Multiple Active Result Sets Required Allows multiple concurrent queries on a single connection. Learn more.

Microsoft Entra Service Principal Authentication

Property Type Description
Server name Required The SQL Server hostname, IP address, or named instance.
Database name Required The specific database to connect to.
Client Id Required The App Registration (client) ID from Azure AD.
Client secret Required The secret associated with the App Registration.
Enable Multiple Active Result Sets Required Allows multiple concurrent queries on a single connection. Learn more.

User Connection String

Property Type Description
Connection String Required A full custom connection string that defines all necessary parameters for connecting to SQL Server.

This method bypasses form-based input and should be used by advanced users who prefer complete control over connection parameters.


Dynamic Connections

A Dynamic Connection can override a static connection during Flow execution.
This is useful for scenarios where credentials or targets are determined at runtime (e.g., multi-tenant environments).


Best Practices

  • Validate the connection using the Test Connection feature before saving.
  • Store sensitive values like passwords or secrets securely using protected fields.
  • Use Entra Service Principal for automated, secure, and role-based integration with SQL Server in Azure.