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.

Click 'Connections'

2. Click "Source"

Navigate to the source section.

Click 'Source'

3. Click "New Connection"

Initiate the creation of a new connection.

Click 'New Connection'

4. Click "Amazon S3"

Select Amazon S3 as the connection type.

Click 'Amazon S3'

5. Enter a name to identify your connection

Enter a name to identify this source connection

Enter a name to identify your connection

6. Enter your AWS Access Key ID

Provide the AWS Access Key ID.

Enter your AWS Access Key ID

7. Enter your AWS Secret Access Key

Enter the AWS Secret Access Key.

Enter your AWS Secret Access Key

8. Enter your AWS Bucket Name

Enter the specific bucket name.

Enter your AWS Bucket Name

9. Enter your Bucket Key or Sub Directory if you have one

Provide a folder path (optional).

Enter your Bucket Key or Sub Directory if you have one

10. Select your file type

Choose the file format for the data.

Select your file type

11. Click "Test Connection"

Verify the connection to Amazon S3.

Click 'Test Connection'

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

Click 'Save'

Add a PostgreSQL Source Connection

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1. Click the "Connections" dropdown

Navigate to the "Connections" section.

Click the 'Connections' dropdown

2. Click "Source"

Select "Source" from the menu.

Click 'Source'

3. Click "New Connection"

Click on "New Connection" to create a new connection.

Click 'New Connection'

4. Click "PostgreSQL"

Choose "PostgreSQL" from the options.

Click 'PostgreSQL'

5. Enter a name to identify your connection

Provide a name to identify the connection.

Enter a name to identify your connection

6. Enter the PostgreSQL host

Enter the PostgreSQL host

Enter the PostgreSQL host

7. Enter your database port

Enter your database port (usually 5432)

Enter your database port

8. Enter your database username

Enter your database username

Enter your database username

9. Enter your database password

Enter your database password

Enter your database password

10. Enter your postgreSQL database name

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"

Enter your postgreSQL database schema

12. Click "Test Connection"

Test the connection by clicking on "Test Connection".

Click '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

Select table(s) to add to Connection

14. Click "Save"

After you have selected all the tables that you want to add to your connection, click "Save"

Click 'Save'

Add a MySQL Source Connection

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1. Click the "Connections" dropdown

Access the connection settings.

Click the 'Connections' dropdown

2. Click "Source"

Select the source type for the new connection.

Click 'Source'

3. Click "New Connection"

Initiate the creation of a new connection.

Click 'New Connection'

4. Click "MySQL"

Choose MySQL as the connection type.

Click 'MySQL'

5. Enter a name to identify your connection

Provide a unique identifier for the connection.

Enter a name to identify your connection

6. Enter your MySQL Host URL

Enter your MySQL Host URL

Enter your MySQL Host URL

7. Enter your MySQL Port

Enter your MySQL Port (usually 3306)

Enter your MySQL Port

8. Enter your MySQL Database Name

Enter the name of the MySQL database.

Enter your MySQL Database Name

9. Enter your MySQL Username

Enter your MySQL Username

Enter your MySQL Username

10. Enter your MySQL Password

Enter your MySQL Password

Enter your MySQL Password

11. Click "Test Connection"

Verify the connection to the MySQL database.

Click 'Test Connection'

12. Select your Table(s)

If your connection test is successful, you should see a dropdown to select your table(s)

Select your Table(s)

13. Click "Save"

Save the MySQL connection details.

Click 'Save'

Add a Stripe Source Connection

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1. Click the "Connections" dropdown

Navigate to the Connections tab.

Click the 'Connections' dropdown

2. Click "Source"

Select the Source option from the menu.

Click 'Source'

3. Click "New Connection"

Initiate a new connection setup.

Click 'New Connection'

4. Click "Stripe"

Choose the Stripe integration.

Click 'Stripe'

5. Enter a name to identify your connection

Provide a unique name for the connection.

Enter a name to identify your connection

6. Enter your Access Token associated with your Stripe Account

Access the Access Token field.

Enter your Access Token associated with your Stripe Account

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

Select the Stripe domain that you want to add to this connection

8. Click "Test Connection"

Perform a connection test.

Click 'Test Connection'

9. Click "Save"

If your connection test is successful, you should see the button to save your connection

Click 'Save'

Upload a Source File

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1. Click the "Connections" dropdown

Access the "Connections" tab.

Click the 'Connections' dropdown

2. Click "Source"

Navigate to the "Source" section.

Click 'Source'

3. Click "New Connection"

Initiate a new connection setup.

Click 'New Connection'

4. Click "File Upload"

Choose the "File Upload" option.

Click 'File Upload'

5. Enter a Connection Name to identify the connection

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.

Click the Upload button to select your file

7. Provide a description of the file.

Provide a description of the file (Optional)

Provide a description of the file.

8. Click "Upload"

Finalize the process by clicking "Upload."

Click 'Upload'