Skip to main content

How do I connect to an Access Financials database?

Denisa Arjoca avatar
Written by Denisa Arjoca
Updated over a month ago

To connect to Access Financials, you will need a SQL login for the particular dataset being accessed. This can be requested via support by logging a new case online with details of the server and database for the connection. Once this is received, the steps below should guide you through the process:

  1. In Data Engine, go to Connections.

  2. Select Add New (Connection) and click SQL Server.

  3. Enter the Name you wish it to be known as and a Description if required.

  4. The Connect Via field should be set to Direct.

  5. Enter the Server name followed by .cloud.access.com (there is a full stop at the start of that text)

  6. Then the Database name.

  7. Save Changes to confirm.

Did this answer your question?