Setup - 3 Steps

In Connecty AI, each Organization has following levels of data structure. To complete the setup, please follow this step-by-step:

Summary:

  • Step 0: Our Support team will setup an Organization for you, and send you the invites via email.

  • Step 1: Setup Data Environment

    • Unlimited Data Environments are supported within one Organization (subject to the plan you've selected i.e. Team vs Enterprise).

    • For example: production, staging, development, or separated by business units.

  • Step 2: Setup Data Connection

    • One Connection is supported per Data Environment. However each Data Environment can have different Connections.

    • For example: Snowflake, Bigquery, Databricks. Read here more about Integration.

  • Step 3: Setup Data Workspaces

    • Unlimited number of Workspaces are supported under each Environment.

    • Workspaces can be flexibly used to limit access to a group of people according to their department or access permissions. For example: it can be function or team specific - like Marketing, Product or Accounting teams - similar to a data mart.

    • Users are assigned to Data Workspaces. Each user can be assigned to multiple data Workspaces. Note: There is no extra charge for adding same user to additional Workspaces.

Step 1: Data Environment

Step 2: Connection

Follow the steps:

Add a new connection for the selected data environment
Select your data source and add the credentials
Customize connection settings

Follow the steps here for connection guide for your relevant datawarehouse.

Step 3: Data Workspace

Add a new data workspace
(Optional) Customize data workspace settings
Sync

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