Connect a data source
Before you can build dashboards or run reports, you need to connect at least one data source. The platform supports databases, data warehouses, and SaaS tools through a unified connection interface.
Supported sources
Section titled “Supported sources”- PostgreSQL
- MySQL / MariaDB
- Microsoft SQL Server
- SQLite (file upload)
- Oracle Database
- Snowflake
- Google BigQuery
- Amazon Redshift
- Databricks
- ClickHouse
- Salesforce
- HubSpot
- Stripe
- Google Analytics
- Zendesk
Connection settings
Section titled “Connection settings”Navigate to Analytics → Data sources → Add source and complete the following fields:
| Field | Description |
|---|---|
| Source name | A human-readable label used in the UI. |
| Source type | Select from the supported list above. |
| Host / URL | Hostname or endpoint URL for the source. |
| Port | Default ports are pre-filled for common sources. |
| Database / Schema | The specific database or schema to connect to. |
| Username / API key | Authentication credential for the source. |
| Password / Secret | Stored encrypted and never displayed after saving. |
| SSL mode | Require, prefer, or disable SSL. Require SSL for production sources. |
Click Test connection to validate credentials before saving. Errors include a specific reason code to help troubleshoot firewall or credential issues.
Sync frequency
Section titled “Sync frequency”After connecting a source, configure how often data is refreshed:
- Real-time — Queries run live against the source on every dashboard load. Best for low-latency sources with indexed queries.
- Scheduled sync — Data is fetched on a fixed interval (15 minutes, 1 hour, 6 hours, or daily) and cached. Best for large datasets or rate-limited APIs.
- Manual — Refresh only when you click Sync now. Suitable for one-off data imports.