Welcome to Datalyst!

Data Connection Overview

Datalyst.ai offers a powerful Connections feature that enables you to seamlessly connect various data sources such as databases, spreadsheets, CRMs, and more automatically. Setting up a new data source on Datalyst.ai involves four straightforward steps. Here is a detailed guide for each step:

Step 1: Select the Data Source

Description: First, you need to select the type of data source you want to connect. Datalyst.ai supports a wide range of data sources, including:

  • Databases (MySQL, PostgreSQL, MongoDB, BigQuery, etc.)
  • Spreadsheets (Google Sheets, Airtable, Larkbase)
  • CRM systems and other tools.

How to Do It:

  1. Log in to Datalyst.ai and navigate to the "Data > Data Sources" section.
  2. Click on "Add Data Source".
  3. Choose the type of data source you want to connect from the displayed list.

Step 2: Configure Connection Information

Description: Next, you need to provide the necessary connection details so Datalyst.ai can access your data source. This information may include:

  • Server Address
  • Database Name
  • Username and Password
  • Additional connection parameters (if any)

How to Do It:

  1. Fill in the required fields such as server address, database name, username, and password.
  2. Test the connection to ensure the information entered is correct and the connection is successful.

Step 3: Set Up Data Tables to Connect

Description: After establishing the connection, you need to select specific data tables or datasets from the source that you want Datalyst.ai to connect to and use.

How to Do It:

  1. View the list of available data tables from the connected source.
  2. Select the data tables you want Datalyst.ai to access.
  3. Specify any specific columns or data fields if necessary.

Step 4: Configure Data Source Name and Schedule

Description: Finally, you need to name the data source and set up a schedule for Datalyst.ai to automatically collect and update the data. You can set the schedule to:

  • Hourly
  • Daily
  • Weekly

How to Do It:

  1. Assign a memorable name and provide a short description for the data source.
  2. Choose a suitable update schedule (e.g., daily at 2 AM).
  3. Save the configuration and complete the setup process.