---
title: "Configuring database sources for automation"
canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/database-sources/"
md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/settings/database-sources.md"
last_updated: "2026-06-08T16:49:11.660Z"
description: "Learn how to define and save database connections for efficient task automation with our step-by-step guide."
---

# Manage your database connections effectively

You can define and save database connections into a reusable library to choose from for future task configurations. You will be able to use any of the saved database connections that you define here when you are configuring task types (Database Push, Database Pull) that require a database connection _OR_ when you are configuring a database query requiring a database connection for a field within forms that you are creating (see DB Settings tab for editing fields/questions under Forms).

To add a database source, hover over the Settings gear icon in the upper right-hand corner and choose **Database Sources**:...and then **Add Connection**:![](@/assets/guides/workflow-automation/files/1278/add_connection.png)

Once you have selected **Add Connection**, you will be presented with the following:

Just like configuring a **DB Push** task, **DB Pull** task or the **DB** settings for a field in a form, you can make the following database connection configurations:

**Attribute**

**Option**

**Required**

**Description**

Name

None

Yes

The Name of the database connection.

Description

None

No

The description of the database connection.

Server

None

Yes

The name of the server/data source for your connection.

Database Name

None

No

The name of the database for your connection.

Username

None

Yes

If required for connection, the username for your connection.

Password

None

Yes

If required for connection, the password for your connection.

Provider

SQL Server, Oracle

No

Pick the provider that corresponds to your database environment.

Use Custom Connection String

Checkbox

No

Select if using a custom connection string for the database.

Custom Connection String

Will appear if 'Use Custom Connection String' is selected

No

By default, if no connection string is added Integrify will look to its internal database.

For a SQL server connection string it will be like:

Password=YouPassword;User ID=YourUserid;Initial Catalog=YourCatalog;Data Source=YourServer

For an Oracle connection string it will be like:

Password=YourPassword;User ID=YourUserID;Data Source=YourSchema

Once you have added your Database information, you can use the Test Connection button to speed up the process of testing configuration parameters.

For example, we have a **Database Source** saved as 'Integrify DB'.  You can see it as a choice for **Connection** when configuring a **DB Push** or **DB Pull** task:![save image](https://help7.integrify.com/hc/article_attachments/115009719647/blobid3.png)

Or when configuring the **DB** settings tab for a field in a form:![save image](https://help7.integrify.com/hc/article_attachments/115009719847/blobid4.png)

---

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- [Set up Single Sign-On (SSO) with SAML 2.0](/guides/workflow-automation/admin-guide/settings/single-sign-on-sso.md)
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