Connecting to a Data Source

This section explains how to access the various data connector options and step-by-step process to create a connection by using all the available data connectors.

Accessing the Data Connectors

This section guides you on how to access the Data Connectors icon and navigate to the Data Connectors page.

Open the Data Connectors page

1. On the Designer canvas, click the Data Connectors ()icon. Result: A new screen opens showing the available data connection options.

Available connection types:

• CSV

• Excel

• Data Service

• Data Store

• Data Sheet

• WebSocket

• Merged Data

Create a new connection

1. Select a data connection type.

2. Click Create New Connection (the + icon).

• A new connection appears below the selected connector type. Configure the required details to create a data connection.

Notes & tips:

• Use CSV/Excel for file-based sources, Data Service/Data Store for system-backed sources, WebSocket for streaming, Merged Data to combine existing connections, and Data Sheet for in-app sheets.

• Keep connection names concise and descriptive (e.g., Sales_CSV_2025Q1, ERP_DataService_Prod).

• Ensure you have the necessary credentials and network access before testing.

Troubleshooting

• Connection fails to save: Verify required fields (name, path/endpoint, credentials).

• Test Connection fails: Check credentials, firewall/VPN, and endpoint URL/host.

• No datasets appear later: Confirm the connection saved successfully and that your user has permission to access the source.