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How to Connect a Data Source

This guide walks you through the process of creating and configuring a data source connection.

Step 1: Navigate to Data Sources​

  1. Click Data Sources in the main navigation
  2. Click Create Data Source button

Step 2: Select Data Source Type​

Choose from 14 supported data source types across multiple categories.

See the Data Sources Overview for a complete list of supported providers.

Step 3: Configure Basic Information​

All data sources require the following basic information:

Required Fields​

  • Name: Unique identifier (lowercase, no spaces)
  • Label: Display name for UI
  • Description: Purpose and usage notes
  • Tags: Optional labels for organization (e.g., production, analytics, customer-data)
Naming Convention

Use descriptive names like prod-postgres or analytics-snowflake to easily identify your data sources.

Step 4: Enter Connection Credentials​

Credentials vary by type. See the specific configuration guides for detailed information:

Step 5: Test Connection​

Before saving, always test your connection:

  1. Click Test Connection button
  2. Platform validates credentials and attempts to connect
  3. If successful, you'll see "Connection successful" with metadata (tables, schemas, etc.)
  4. If failed, error message will indicate the issue (authentication, network, etc.)
Connection Testing

Always test connections before saving. Connection metadata is cached and displayed in the data source details page.

Step 6: Configure Permissions (Optional)​

Control who can access this data source:

Access Control Options​

  • Private: Only you can access this data source
  • All Users: All users in your organization can use this connection
  • Specific Users: Select individual users who can access this data source
Access Control

Be careful when granting access to production data sources. Always follow your organization's security policies.

Step 7: Save​

Click Create Data Source to save. The connection is now available throughout the platform in:

  • Applications
  • Workflows
  • Workspaces

Common Connection Issues​

Authentication Failures​

  • Verify username and password are correct
  • Check if user has necessary database permissions
  • Ensure IP whitelist includes the platform's IP addresses

Network Errors​

  • Verify hostname and port are correct
  • Check firewall rules allow connections from the platform
  • Ensure VPN or network connectivity is established

SSL/TLS Issues​

  • Enable SSL/TLS if required by your database
  • Verify certificate validity
  • Check if self-signed certificates need special configuration

Next Steps​