Adding Source Connections
Adding a new Amazon S3 Source Connection
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Learn how to add a new Amazon S3 source connection efficiently by following these detailed instructions. From setting up the connection to testing and saving it, this guide will walk you through the process step by step.
1. Click "Connections"
Access the connections menu.
2. Click "Source"
Navigate to the source section.
3. Click "New Connection"
Initiate the creation of a new connection.
4. Click "Amazon S3"
Select Amazon S3 as the connection type.
5. Enter a name to identify your connection
Enter a name to identify this source connection
6. Enter your AWS Access Key ID
Provide the AWS Access Key ID.
7. Enter your AWS Secret Access Key
Enter the AWS Secret Access Key.
8. Enter your AWS Bucket Name
Enter the specific bucket name.
9. Enter your Bucket Key or Sub Directory if you have one
Provide a folder path (optional).
10. Select your file type
Choose the file format for the data.
11. Click "Test Connection"
Verify the connection to Amazon S3.
12. Click "Save"
If the connection test is successful, you should now be able to save the connection. If the connection test is not successful, you will get a message to correct the information entered
Add a PostgreSQL Source Connection
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1. Click the "Connections" dropdown
Navigate to the "Connections" section.
2. Click "Source"
Select "Source" from the menu.
3. Click "New Connection"
Click on "New Connection" to create a new connection.
4. Click "PostgreSQL"
Choose "PostgreSQL" from the options.
5. Enter a name to identify your connection
Provide a name to identify the connection.
6. Enter the PostgreSQL host
Enter the PostgreSQL host
7. Enter your database port
Enter your database port (usually 5432)
8. Enter your database username
Enter your database username
9. Enter your database password
Enter your database password
10. Enter your postgreSQL database name
Enter your postgreSQL database name
11. Enter your postgreSQL database schema
Enter your postgreSQL database schema. In most cases, it's "public"
12. Click "Test Connection"
Test the connection by clicking on "Test Connection".
13. Select table(s) to add to Connection
If your connection test is successful, you should see a notification and should see an option to select your tables from the schema
14. Click "Save"
After you have selected all the tables that you want to add to your connection, click "Save"
Add a MySQL Source Connection
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1. Click the "Connections" dropdown
Access the connection settings.
2. Click "Source"
Select the source type for the new connection.
3. Click "New Connection"
Initiate the creation of a new connection.
4. Click "MySQL"
Choose MySQL as the connection type.
5. Enter a name to identify your connection
Provide a unique identifier for the connection.
6. Enter your MySQL Host URL
Enter your MySQL Host URL
7. Enter your MySQL Port
Enter your MySQL Port (usually 3306)
8. Enter your MySQL Database Name
Enter the name of the MySQL database.
9. Enter your MySQL Username
Enter your MySQL Username
10. Enter your MySQL Password
Enter your MySQL Password
11. Click "Test Connection"
Verify the connection to the MySQL database.
12. Select your Table(s)
If your connection test is successful, you should see a dropdown to select your table(s)
13. Click "Save"
Save the MySQL connection details.
Add a Stripe Source Connection
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1. Click the "Connections" dropdown
Navigate to the Connections tab.
2. Click "Source"
Select the Source option from the menu.
3. Click "New Connection"
Initiate a new connection setup.
4. Click "Stripe"
Choose the Stripe integration.
5. Enter a name to identify your connection
Provide a unique name for the connection.
6. Enter your Access Token associated with your Stripe Account
Access the Access Token field.
7. Select the Stripe domain that you want to add to this connection
Select the Stripe domain that you want to add to this connection
8. Click "Test Connection"
Perform a connection test.
9. Click "Save"
If your connection test is successful, you should see the button to save your connection
Upload a Source File
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1. Click the "Connections" dropdown
Access the "Connections" tab.
2. Click "Source"
Navigate to the "Source" section.
3. Click "New Connection"
Initiate a new connection setup.
4. Click "File Upload"
Choose the "File Upload" option.
5. Enter a Connection Name to identify the connection
Enter a Connection Name to identify the connection
6. Click the Upload button to select your file
Select the file to upload, limited to CSV and PDF formats.
7. Provide a description of the file.
Provide a description of the file (Optional)
8. Click "Upload"
Finalize the process by clicking "Upload."
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