Connecting data sources

Connect any Google Sheet to DataRich using your Google account. Your data refreshes automatically on Starter and above plans.

Prerequisites

• — A Google account with access to the sheet
• — The sheet must be shared with anyone with the link (Viewer access minimum), or you must be signed in with the account that owns the sheet

Steps

1. 1Click New Dashboard from the dashboard list.
2. 2Select the Google Sheets tab (selected by default).
3. 3Paste your Google Sheets URL into the input field. The URL should look like https://docs.google.com/spreadsheets/d/SHEET_ID/edit.
4. 4Select the tab (sheet name) you want to use from the dropdown. DataRich auto-detects all tabs in your spreadsheet.
5. 5Click Next to preview your data and confirm the columns loaded correctly.
6. 6Add widgets, configure your dashboard, and click Publish.

Data format requirements

Upload a .csv, .xlsx, or .xls file directly from your computer. No external account needed — the data is stored securely in DataRich.

Steps

1. 1Click New Dashboard from the dashboard list.
2. 2Select the CSV / Excel tab.
3. 3Drag and drop your file onto the upload area, or click to browse.
4. 4DataRich will parse your file and show a preview of the first 5 rows. Confirm the headers are correct.
5. 5Click Next, add widgets, and publish your dashboard.

Supported formats

Connect any PostgreSQL 10+ database. DataRich connects over TCP and executes a read-only SQL query you provide. Credentials are encrypted with AES-256-GCM before storage.

Connection details

Steps

1. 1Click New Dashboard → SQL Database tab.
2. 2Click Add New Connection and select PostgreSQL.
3. 3Fill in the connection details and click Save & Test. DataRich will attempt to connect and report the latency.
4. 4Once connected, click your connection to open the query builder. Pick a table from the list or write a custom SQL query.
5. 5Click Run Query to preview the result set, then proceed to build widgets.

Recommended: read-only role

-- Create a dedicated read-only user for DataRich
CREATE USER datarich_readonly WITH PASSWORD 'strong_password';

-- Grant access to your target database
GRANT CONNECT ON DATABASE mydb TO datarich_readonly;

-- Grant read access to all tables in the public schema
GRANT USAGE ON SCHEMA public TO datarich_readonly;
GRANT SELECT ON ALL TABLES IN SCHEMA public TO datarich_readonly;

-- Make sure future tables are also accessible
ALTER DEFAULT PRIVILEGES IN SCHEMA public
  GRANT SELECT ON TABLES TO datarich_readonly;

Connect any MySQL 5.7+ or MySQL 8 database. The connection uses the mysql2 driver over TCP.

Connection details

Recommended: read-only user

-- Create a read-only user
CREATE USER 'datarich_readonly'@'%' IDENTIFIED BY 'strong_password';

-- Grant SELECT privileges on your database
GRANT SELECT ON mydb.* TO 'datarich_readonly'@'%';
FLUSH PRIVILEGES;

MariaDB 10.3+ is fully supported. It uses the same MySQL-compatible protocol, so connection setup is identical to MySQL. Select MariaDB from the database type selector to ensure correct introspection queries.

Connection details

Recommended: read-only user

-- Create a read-only user
CREATE USER 'datarich_readonly'@'%' IDENTIFIED BY 'strong_password';

-- Grant SELECT privileges on your database
GRANT SELECT ON mydb.* TO 'datarich_readonly'@'%';
FLUSH PRIVILEGES;

Connect SQL Server 2017+ and Azure SQL Database. DataRich uses the mssql TDS driver — no ODBC or native client required.

Connection details

Recommended: read-only login

-- Create a login
CREATE LOGIN datarich_readonly WITH PASSWORD = 'StrongPassword!1';

-- Create a user in the target database
USE MyDatabase;
CREATE USER datarich_readonly FOR LOGIN datarich_readonly;

-- Grant SELECT on all tables
EXEC sp_addrolemember 'db_datareader', 'datarich_readonly';

Connect Oracle Database 12c and above using the oracledb thin-mode driver. No Oracle Client libraries need to be installed.

Connection details

Recommended: read-only user

-- Create a read-only user
CREATE USER datarich_readonly IDENTIFIED BY "StrongPassword1!";

-- Grant CREATE SESSION so the user can log in
GRANT CREATE SESSION TO datarich_readonly;

-- Grant SELECT on specific tables (or on all tables in a schema)
GRANT SELECT ON schema_owner.my_table TO datarich_readonly;

-- Or grant SELECT on all tables owned by another user:
BEGIN
  FOR t IN (SELECT table_name FROM all_tables WHERE owner = 'SCHEMA_OWNER') LOOP
    EXECUTE IMMEDIATE 'GRANT SELECT ON SCHEMA_OWNER.' || t.table_name || ' TO datarich_readonly';
  END LOOP;
END;
/

Upload a .sqlite or .db file (max 50 MB). The file is stored securely in private cloud storage and queried server-side in read-only mode.

Steps

1. 1Click New Dashboard → SQL Database tab.
2. 2Click Add New Connection and select SQLite.
3. 3Give the connection a name and click Choose File to upload your .sqlite or .db file.
4. 4Click Save & Test. DataRich uploads the file and confirms it can be opened.
5. 5Select the connection, pick a table or write a query, and build your dashboard.

Exporting a SQLite file

If your data is in another format, you can create a SQLite file using the sqlite3 CLI or a GUI tool like DB Browser for SQLite:

# Import a CSV into a new SQLite database
sqlite3 mydata.db
.mode csv
.import data.csv my_table
.quit

Connect your Snowflake data warehouse using your account identifier, warehouse, and a read-only user. DataRich executes SELECT queries via the Snowflake Node.js SDK and caches results for dashboard display.

Connection details

Steps

1. 1Click New Dashboard → SQL Database tab.
2. 2Click Add New Connection and select Snowflake.
3. 3Enter your account identifier (found in your Snowflake URL, e.g. abc12345.us-east-1), username, password, database, and warehouse.
4. 4Click Save & Test. DataRich will connect and confirm the warehouse is reachable.
5. 5Open the query builder, browse tables, write a SELECT query, and build your dashboard.

Connect Amazon Redshift (provisioned clusters or Redshift Serverless) using standard PostgreSQL-compatible credentials on port 5439. All connections require SSL.

Connection details

Steps

1. 1In the AWS console, open your Redshift cluster and copy the Endpoint from the cluster details page (remove the port suffix).
2. 2Ensure the cluster's VPC security group allows inbound TCP on port 5439 from DataRich's IP addresses.
3. 3Click New Dashboard → SQL Database → Add New Connection → Amazon Redshift.
4. 4Enter the endpoint, port, database, username, and password, then click Save & Test.
5. 5Write a SELECT query in the query builder and proceed to build widgets.

Connect an S3 bucket with IAM credentials. DataRich fetches the file at the path you specify and parses it as a dataset. Supported formats: CSV and JSON.

Connection details

Steps

1. 1In AWS IAM, create a user with the AmazonS3ReadOnlyAccess policy (or a more restrictive bucket-specific policy) and generate an access key.
2. 2Click New Dashboard → Cloud Storage → Amazon S3.
3. 3Enter the region, access key ID, secret access key, and bucket name.
4. 4Enter the file path within the bucket (e.g. reports/2024/metrics.csv).
5. 5DataRich fetches and parses the file. Review the column preview, then proceed to build widgets.

Authenticate with a Google service account JSON key to read CSV or JSON files from any GCS bucket. Ideal for data pipelines that export results to Cloud Storage.

Connection details

Steps

1. 1In the Google Cloud console, create a service account and download a JSON key.
2. 2Grant the service account the Storage Object Viewer role on the target bucket.
3. 3Click New Dashboard → Cloud Storage → Google Cloud Storage.
4. 4Enter the bucket name and paste the full service account JSON into the credentials textarea.
5. 5Enter the file path within the bucket (e.g. exports/daily-report.csv), then preview and publish.

Connect with Azure AD app credentials to read Excel and CSV files stored in OneDrive or SharePoint. Perfect for teams whose data lives in Microsoft 365.

Connection details

Steps

1. 1In the Azure portal, register a new app under Azure Active Directory → App registrations.
2. 2Add the Files.Read.All Microsoft Graph API permission (Application type) and grant admin consent.
3. 3Generate a client secret and copy the tenant ID, client ID, and secret.
4. 4Click New Dashboard → Cloud Storage → OneDrive / SharePoint and fill in all four fields.
5. 5Enter the file path within OneDrive (e.g. Documents/reports/metrics.xlsx), preview, and publish.

Connect an Airtable base using a Personal Access Token. DataRich syncs records from any table or view and maps Airtable field types to your dashboard widgets automatically.

Connection details

Steps

1. 1Go to airtable.com/create/tokens and create a new Personal Access Token with data.records:read and schema.bases:read scopes for the target base.
2. 2Find your Base ID from the Airtable API documentation page for your base (it starts with app).
3. 3Click New Dashboard → Cloud Storage → Airtable and enter the PAT and Base ID.
4. 4DataRich lists all tables in the base. Select the table or view you want to use.
5. 5Preview records, add widgets, and publish your dashboard.

Connect with a HubSpot Private App access token to pull CRM data including contacts, companies, deals, and pipelines into your dashboards.

Connection details

Available resources

DataRich can pull from the following HubSpot objects. Select the resource when building your dashboard:

Steps

1. 1In HubSpot, go to Settings → Integrations → Private Apps and create a new app.
2. 2Grant the scopes needed for the data you want: crm.objects.contacts.read, crm.objects.deals.read, etc.
3. 3Copy the access token and paste it into the DataRich connection form.
4. 4Select a resource (e.g. Deals), preview records, and publish your dashboard.

Connect to any Salesforce org using an OAuth 2.0 connected app. Write SOQL queries to pull data from any standard or custom object.

Connection details

Steps

1. 1In Salesforce Setup, create a Connected App under App Manager. Enable OAuth, add the DataRich callback URL, and select at least the api and refresh_token scopes.
2. 2Copy the Consumer Key (Client ID) and Consumer Secret.
3. 3Click New Dashboard → CRM → Salesforce, enter your instance URL, client ID, and secret, then click Authorise to complete the OAuth flow.
4. 4In the query editor, write a SOQL query such as SELECT Id, Name, Amount FROM Opportunity WHERE StageName = 'Closed Won'.
5. 5Preview results and publish your dashboard.

Connect Pipedrive with your API token and company domain to pull deals, contacts, activities, and pipeline stages into dashboards.

Connection details

Available resources

Steps

1. 1In Pipedrive, go to Settings → Personal Preferences → API and copy your API token.
2. 2Click New Dashboard → CRM → Pipedrive, enter your API token and company domain.
3. 3Select a resource (e.g. Deals), preview records, and publish.

Connect your Shopify store using an Admin API access token. DataRich pulls orders, products, customers, and inventory data for live e-commerce dashboards.

Connection details

Available resources

Steps

1. 1In Shopify Admin, go to Settings → Apps and sales channels → Develop apps and create a custom app.
2. 2Under API credentials, configure the Admin API access scopes you need (e.g. read_orders, read_products).
3. 3Install the app to generate an Admin API access token.
4. 4Click New Dashboard → E-commerce → Shopify, enter your shop subdomain and access token.
5. 5Select a resource, preview data, and publish.

Connect Stripe with a restricted secret key to pull charges, subscriptions, customers, payouts, and refunds for real-time revenue dashboards.

Connection details

Available resources

Steps

1. 1In the Stripe dashboard, go to Developers → API keys and create a Restricted Key.
2. 2Set the permissions to Read for each resource you want to expose (charges, subscriptions, etc.).
3. 3Copy the restricted key and paste it into the DataRich connection form.
4. 4Select a resource, preview data, and publish.

Connect QuickBooks Online using OAuth 2.0. Pull profit & loss reports, balance sheets, invoices, expenses, and customer data to build financial dashboards.

Connection details

Available resources

Steps

1. 1In the Intuit Developer portal, create an app and obtain a Client ID and Client Secret.
2. 2Click New Dashboard → E-commerce → QuickBooks and enter your Client ID and Secret.
3. 3Click Authorise with QuickBooks to complete the OAuth flow. DataRich stores the refresh token securely.
4. 4Select a report or resource, preview the data, and publish.

Connect a GA4 property using a Google service account. DataRich runs Data API queries to pull sessions, users, events, and acquisition data.

Connection details

Steps

1. 1In the Google Cloud console, create a service account and download a JSON key.
2. 2In GA4 Admin, go to Property Access Management and add the service account email as a Viewer.
3. 3Click New Dashboard → Analytics → Google Analytics GA4, enter the numeric Property ID, and paste the service account JSON.
4. 4Select the metrics and dimensions you want (e.g. sessions by date, users by country).
5. 5Preview data and publish your dashboard.

Connect Google Ads using a developer token, customer ID, and service account. Write GAQL (Google Ads Query Language) queries to pull campaign, ad group, keyword, and spend data.

Connection details

Steps

1. 1Apply for a developer token in your Google Ads manager account under Tools → API Center.
2. 2Create a service account in Google Cloud and grant it access to the Ads account via Account Access with at least read-only permissions.
3. 3Click New Dashboard → Analytics → Google Ads and enter the developer token, customer ID, and service account JSON.
4. 4Write a GAQL query such as SELECT campaign.name, metrics.impressions, metrics.clicks FROM campaign WHERE segments.date DURING LAST_30_DAYS.
5. 5Preview results and publish.

Connect a Facebook Ads account using a system user access token. Pull campaign performance, spend, reach, and ROAS data into live marketing dashboards.

Connection details

Available resources

Steps

1. 1In Meta Business Suite → Business Settings → System Users, create a system user and generate an access token with ads_read permission.
2. 2Assign the system user to the ad account with at least Analyst access.
3. 3Click New Dashboard → Analytics → Facebook Ads, enter the access token and ad account ID.
4. 4Select a resource (e.g. Campaign Insights), choose a date range, preview, and publish.

Connect Klaviyo with a private API key to pull campaign performance, flow metrics, list growth, and revenue attribution data.

Connection details

Available resources

Steps

1. 1In Klaviyo, go to Account → Settings → API Keys and create a new private API key.
2. 2Click New Dashboard → Analytics → Klaviyo and enter the private API key.
3. 3Select a resource, preview data, and publish your dashboard.

Connect Mailchimp with an API key and server prefix to pull audience growth, campaign performance, and revenue data.

Connection details

Available resources

Steps

1. 1In Mailchimp, go to Account → Extras → API Keys and create a new API key.
2. 2Note the server prefix at the end of the key (e.g. us14).
3. 3Click New Dashboard → Analytics → Mailchimp, enter the API key and server prefix.
4. 4Select a resource, preview, and publish.

Connect Zendesk using your subdomain, email, and API token to pull tickets, agents, satisfaction scores, and response time metrics.

Connection details

Available resources

Steps

1. 1In Zendesk Admin, go to Apps and Integrations → APIs → Zendesk API and enable token access, then create a token.
2. 2Click New Dashboard → Support → Zendesk, enter your subdomain, agent email, and API token.
3. 3Select a resource, preview data, and publish.

Connect Intercom with an access token to pull conversation volume, response times, team workload, contact data, and CSAT scores.

Connection details

Available resources

Steps

1. 1In the Intercom Developer Hub, create an app or use an existing one, and copy the access token from the Authentication section.
2. 2Click New Dashboard → Support → Intercom and paste the access token.
3. 3Select a resource, preview data, and publish.

Connect Jira Cloud using your domain, email, and API token. Write JQL queries to pull issues, sprints, epics, and velocity data for engineering dashboards.

Connection details

Steps

1. 1Go to id.atlassian.com → Security → API Tokens and create a new API token.
2. 2Click New Dashboard → Support/Project → Jira and enter your domain, email, and API token.
3. 3Write a JQL query such as project = MYPROJECT ORDER BY created DESC to filter which issues to pull.
4. 4Preview results and publish your dashboard.

Connect Linear with an API key to pull issues, cycles, projects, and team data. Build engineering velocity dashboards and share progress with stakeholders.

Connection details

Available resources

Steps

1. 1In Linear, go to Settings → API → Personal API Keys and create a new key.
2. 2Click New Dashboard → Support/Project → Linear and enter the API key.
3. 3Select a resource and team (if applicable), preview data, and publish.

Connect Monday.com with an API token to pull boards, items, groups, subitems, and column values. Build project tracking dashboards to share with your team.

Connection details

Available resources

Steps

1. 1In Monday.com, click your avatar → Developers → My Access Tokens and copy the token.
2. 2Click New Dashboard → Support/Project → Monday.com and paste the token.
3. 3Select a board and resource, preview data, and publish.

Connect GitHub with a Personal Access Token to pull repository stats, issues, pull requests, commits, and release data for engineering metrics dashboards.

Connection details

Available resources

Steps

1. 1In GitHub, go to Settings → Developer settings → Personal access tokens (fine-grained) and create a token with read-only access to the repositories you need.
2. 2Click New Dashboard → Other → GitHub and enter the token, owner, and repository name.
3. 3Select a resource (e.g. Issues), preview data, and publish.

Paste any RSS 2.0 or Atom feed URL. DataRich parses the feed and exposes title, link, publication date, and description as rows — great for content and news monitoring dashboards.

Connection details

Steps

1. 1Click New Dashboard → Other → RSS / Atom.
2. 2Paste the full URL of the RSS 2.0 or Atom feed into the input field.
3. 3DataRich fetches and parses the feed, exposing title, link, pubDate, and description as columns.
4. 4Preview items, add widgets (e.g. a table showing the latest posts), and publish.