Who can use this feature?
All Users and Admins (Admins also have permissions to manage the integration from the admin dashboard)
About the MS SQL Integration
Ally.io’s Integration with MS SQL Server allows you to link your OKRs in Ally.io to a server database in MS SQL and provides automatic, real-time updates on your objectives. For example, if you have an objective to increase visits and the time spent in your app by 60% then you can directly link this objective with the relevant data in MS SQL Server. Whenever there’s a change in the dataset and the database is updated, this data is automatically synced with Ally.io every hour and the OKR status updated.
Connect MS SQLServer to your Ally.io account
The first step in setting up the MS SQL integration is to connect your account to Ally.io. Navigate to your sidebar and click Admin and then click Integrations.
In the integrations section, go to MS SQL Server and then click Manage.
Click New Connection and in the pop-up dialog box, name your connection, give your MS SQL Server hostname, port, user, password, and add the database you'd like to connect to authenticate the connection.
Note: Ally uses SQL authentication to create an integration connection.
Then click Next to complete the new connection set up.
Edit an existing connection
Admins can edit an existing connection’s name and shared state that you’ve created from the MS SQL Server integration’s view.
Click the Edit icon next to the MS SQL connection. In the pop-up dialog box that follows, you can edit the connection’s name and other fields and select or clear the Share connection with all users checkboxes.
Using the MS SQL Server Integration
Once your integration is set up, you can measure your OKRs progress by connecting your new or existing OKRs with an MS SQL server database.
Select MS SQL Server from the list of integrations available. If there are multiple connections listed, choose the connection that you would like to use.
Next, choose your query type. You can choose to add your query directly by selecting the ‘SQL Query’ option or choose the ‘Stored Procedure’ to add in a stored procedure query from your end.
Next, add your query and validate the response.
Click Next to finish and save your OKR. You’ll now see the MS SQL Server icon next to the OKR‘s progress indicator. This means Ally.io will automatically measure the progress based on the data updates in the report.
Ally.io will sync data from your MS SQL Server at every one-hour interval.
If your MS SQL Server is behind a firewall, you will have to whitelist the following IPs:
Disabling the integration
The MS SQL Server may also be disabled by an Admin at any time. To disable the integration, as an Admin go to MS SQL in the Integrations section. Select MS SQL Server in the integrations section and click on Manage. In the configurations page, select the Change dropdown, click Disable and confirm the action.
Learn more about other integrations available in Ally.io here.