Open Team spaces → Data → Data sources ("Connect your data"). The page shows Connected sources, Datasets, Rows synced, and Sync errors, then the Available sources catalog, your Connected sources, and your Datasets.
Available connectors
Filter the catalog by All, Warehouses, Databases, Apps & BI, or Files.
| Group | Connectors |
|---|---|
| Warehouses | Databricks, Snowflake, BigQuery |
| Databases | PostgreSQL, MySQL, SQL Server |
| Apps & BI | Salesforce (CRM data through SOQL, Salesforce's query language), Qlik (Qlik Cloud or Qlik Sense apps) |
| Files | Excel (workbooks and CSV files), Transcripts (calls, chats, and meeting notes for Call Compliance) |
Add a source
Click a connector, or Connect a source, to open New data source. Pick the Engine, give it a Name and an optional Description, then fill in the connector's fields.
Credential fields take the name of a workspace secret (for example POSTGRES_HOST), not the secret value itself. Store the value in Settings → Secrets first. See Secrets.
Qlik asks for the deployment — Qlik Cloud or Qlik Sense Enterprise (client-managed) — and the authentication method: API key, OAuth client credentials (machine-to-machine), JWT via a virtual proxy, or Header authentication via a virtual proxy. Excel needs no credentials.
A connected source's menu has Test connection, Add dataset, Edit source, and Delete source.
Datasets
A dataset is the data you pull from a source. Click New dataset, choose the Data source and a Name, then set:
- Execution — Materialized (scheduled) copies the data into Agent Serve on a schedule; Live (per request) queries the source each time it is used.
- Refresh — Manual only, Every 15 minutes, Hourly, Every 6 hours, or Daily.
- Row cap — the most rows to keep.
- Query — the SQL to run.
For Qlik, a dataset extracts Fields, a Sheet object, or (Qlik Cloud only) a Data file. For Excel, upload a workbook or pick one from the Library (.xlsx, .xls, or .csv, up to 25 MB), then choose the Sheet, the Range (Auto-detect or an A1 range such as A1:F200), and the Header row (Detect, First row, or None).
A dataset's menu has Refresh now, Replace file… (Excel only), Version history, Edit dataset, and Delete dataset. Each dataset shows Synced, Syncing, Error, or Idle, when it was last refreshed, and how many rows changed. Version history lists recent refreshes as Refreshed, Scheduled, or File changed.
Datasets can be used in dashboards, metrics, and the semantic model.