> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workato

> This page outlines the steps to connect Workato to the Connect AI Virtual SQL Server API.

## Prerequisites

Before you connect, you must first do the following:

* Connect a data source to your Connect AI account. See [Sources](/en/Sources) for more information.
* Generate a Personal Access Token (PAT) on the [Settings](/en/Settings#personal-access-tokens) page. Copy this down, as it acts as your password during authentication.

## Connect to Connect AI

To establish a connection from Workato to the Connect AI Virtual SQL Server API, follow these steps.

<Steps>
  <Step>
    Log in to Workato.
  </Step>

  <Step>
    On the navigation bar, click **Projects**.
  </Step>

  <Step>
    Enter a name for the new project and click **Create project**.
  </Step>

  <Step>
    In your new project, click **Create** > **Connection**.

    <Frame>
      <img src="https://mintcdn.com/cdata/L-wC-3th9ZUn-60n/en/images/workato_client_create_connection.png?fit=max&auto=format&n=L-wC-3th9ZUn-60n&q=85&s=738ea4de67afeb685288601aecf2a5d4" alt="" width="1406" height="551" data-path="en/images/workato_client_create_connection.png" />
    </Frame>
  </Step>

  <Step>
    In the search bar, enter "SQL Server". The **Connect to SQL Server** screen appears.

    <Frame>
      <img src="https://mintcdn.com/cdata/L-wC-3th9ZUn-60n/en/images/workato_client_connect_sql.png?fit=max&auto=format&n=L-wC-3th9ZUn-60n&q=85&s=ab05651d5e12cd459c5cd07750004322" alt="" width="1014" height="546" data-path="en/images/workato_client_connect_sql.png" />
    </Frame>
  </Step>

  <Step>
    In **Connect to SQL Server**, enter the connection name and the following connection settings.

    * **Location**—The name of the project in which to create the connection.
    * **Connection type**—select **Cloud**.
    * **Host**—*tds.cdata.com*
    * **Port**—*14333*
    * **Username**—enter your Connect AI username. This is displayed in the top-right corner of the Connect AI interface. For example, *[test@cdata.com](mailto:test@cdata.com)*.
    * **Password**—enter the PAT you generated on the [Settings](/en/Settings#personal-access-tokens) page.
    * **Database**—enter the Connection Name of the Connect AI data source you want to connect to (for example, *Salesforce1*).
  </Step>

  <Step>
    Click **Connect**. A **Connection established** message appears.
  </Step>

  <Step>
    The next step is to set up your recipe. In your project, click **Create** > **Recipe**.

    <Frame>
      <img src="https://mintcdn.com/cdata/L-wC-3th9ZUn-60n/en/images/workato_client_create_recipe.png?fit=max&auto=format&n=L-wC-3th9ZUn-60n&q=85&s=512b187896f332580395be11282659c6" alt="" width="1382" height="518" data-path="en/images/workato_client_create_recipe.png" />
    </Frame>
  </Step>

  <Step>
    In **Set up your recipe**, enter the name and location of your recipe.
  </Step>

  <Step>
    Select **Run on a schedule**.
  </Step>

  <Step>
    Select the actions that occur on the schedule.
  </Step>

  <Step>
    Select a table from your SQL Server connection, and any filters, if applicable.

    <Frame>
      <img src="https://mintcdn.com/cdata/L-wC-3th9ZUn-60n/en/images/workato_client_select_table.png?fit=max&auto=format&n=L-wC-3th9ZUn-60n&q=85&s=42cd07332a5f13d6e92715971f2a7714" alt="" width="1391" height="630" data-path="en/images/workato_client_select_table.png" />
    </Frame>
  </Step>

  <Step>
    Click **Save** to save the recipe.
  </Step>

  <Step>
    Click **Test Jobs** to test your recipe.
  </Step>
</Steps>