1.

Create a table in Pitchly that SQL server data will feed into

2.

Click the Integrations tab from the Admin Home Screen

3.

Click Connect on the SQL Server tile in the Integrations Marketplace

4.

In the Configure Source window, click + Connect account from the account dropdown

5.

Using your SQL server information, enter the hostname, database, user, password, port and select if the server uses SSL

6.

Click Next

7.

Once the SQL account populates under With the account, click Next

8.

Select the Table/View Name from the dropdown

Please note: For security purposes, views can limit what data points are shared with all users. If you select a view, only the fields included in the SQL server view will be available to map to Pitchly.

9.

Select the ID Field Name from the dropdown

10.

Click Next

11.

In the Configure Destination window, select Pitchly as the service

12.

Select the Pitchly account

13.

Select the workspace, table and match by field

14.

Click Next

15.

Map fields from the SQL Server to the corresponding Pitchly fields

16.

Click Finish

17.

Click OK from the pop-up screen to start the automation