Managing Connections

Once a connector is set up, you can rename it, change what it loads, refresh it, share it, and remove it. This page covers where to do each of those, and what to try when a connection breaks.

Where to manage connectors

There are two places, and they reach the same settings:

• Settings → Connectors, for admins. Open Settings from the avatar menu and choose Connectors under Organization. It lists every connector you can see, across workspaces.
• The Library’s Connectors section, in the browse panel. Click a connector to see what it has loaded. Right-click it, or click its ⋯, for View assets, Re-sync now, Configure… and Remove connector.

The Connectors settings page

From top to bottom:

• Search and a category filter, starting at All Categories.
• Connected: a card for each connector you can see. Click the name to rename it. The three icons at the top right configure the connector, share it, or add another connector of the same type. Open shows its tables or files. Cards don’t show a status, a last sync time, or an owner.
• Available Connectors: every type you can add, each with Connect.
• Files: the organization’s Uploads card.
• Cleanup: unfinished sign-ins, marked Pending OAuth, each with Remove.

The connector dialog

The card icons, Open, and Add data all open the connector dialog. Its header shows the connector’s icon, its name (click to rename), and its description. Then come the tabs:

Tab	What it’s for
Configuration	Connection details, and for databases, what to load
Files	The tables or files the connector has loaded. Appears once the connector exists
Schedule	Automatic refreshes, for the owner. Appears once the connector exists
Sharing	Who else can use the connector, for the owner on Pro

At the bottom, a saved connector has Disconnect (with its name) on the left, and Close and Update on the right. Database connectors also have Save and Load Data.

Pressing Enter anywhere in the dialog saves it, except for Google Drive.

The Library connector panel

Configure… in the Library opens a panel on the right instead of the dialog. It starts with the connector’s status: Connected, Configured, Reauthentication needed, Error, Pending, or Awaiting sign-in. Below that are sections for Files (Google Drive only), Configuration, Schedule (“Sync cadence”) and Sharing (“Who can access”).

For Uploads, the panel says “Uploaded files are managed in the Library. This connection has no configurable settings.”

Adding a connector

See Data Connectors Overview for adding your first connector of a type.

For a second connector of the same type, such as a reporting replica or another QuickBooks company, click the add-another icon on the existing connector’s card in Settings → Connectors. In Add data, a tile marked Connected opens the connector you already have rather than creating a new one.

A few connectors need a value, such as a subdomain, before sign-in. Clicking Connect on one expands a panel with that field, plus Cancel and Authorize.

Renaming a connector

• On its card: click the name in Settings → Connectors, type, and press Enter or click away to save. Press Escape to cancel.
• In the dialog: click the name in the header, type, and click Save.

Pick a name people will recognize, such as “Orders replica” or “Finance QuickBooks”, especially when you have more than one connector of a type.

Changing a connector’s settings

1. Open the connector: the configure icon on its card, or Configure… in the Library.
2. Change what you need on Configuration.
3. Click Update to save. For a database, Save and Load Data saves and then reloads the selected tables with a full sync.

Things to know:

• A saved password shows masked. Leave it alone and it stays as it is.
• Opening a saved PostgreSQL, MySQL, SQL Server or Redshift connector runs discovery against the database, which connects and lists the databases and schemas the user can read.
• Picking a different database or schema saves straight away.
• Sign-in apps with nothing to set up, such as HubSpot, say “No additional configuration is required for this connector.”

For every database field, see Connecting Databases.

Checking a connection

There’s no separate test for a saved connector:

• For a database, Re-test connection runs the connection test again. Opening the connector also runs discovery, which fails if the database can’t be reached.
• Connectors that use an API key or token have no test button at all. Save checks the credentials, and creates or updates the connector only if they work.
• For any connector, a problem shows as Connection Failed at the top of Configuration, and in the status line of the Library panel.

Seeing and refreshing the data

The Files tab lists what a connector has loaded, with a filter. Databases have Configure Tables, which goes back to Configuration to change the tables. Google Drive has Add Files, which opens Google’s file picker (owners only).

In the Library, View assets filters the Library to one connector’s sources.

If a connector has nothing in the Library yet, click it under Connectors in the browse panel. When it says the connector “is connected, but no data has loaded yet”, click Load data now to run a full sync. Only the owner can start a load.

To refresh by hand later:

• Save and Load Data on a database connector runs a full sync.
• Re-sync now, in the Library’s right-click menu, asks for an incremental sync. Salesforce and NetSuite fetch only the records that changed since the last successful sync. A database or BigQuery connector does that only if it has an Incremental schedule with a cursor field. Connectors that don’t track changes reload everything.

To refresh on a timetable, see Sync Scheduling. Scheduled syncs use credits; syncs you start by hand don’t.

Sharing a connector

The Sharing tab lets the owner give other people access. It’s a Pro feature: without Pro, the tab shows Pro Feature, with Upgrade → and Contact Us.

1. Search for a person and click Invite.
2. Choose their role: Owner, Editor, Viewer or View all sources.
3. To take access away, choose Remove access.

Only owners can share. Everyone else sees “Only owners can share this connector.”

When sign-in expires

For a sign-in app, opening the connector shows Connection Failed with “Your authentication has expired. Please reauthenticate to continue.” Click Reauthenticate and sign in again. The Library panel’s status reads Reauthentication needed.

Don’t disconnect to fix it. Disconnecting deletes the data the connector synced.

Removing a connector

There’s no way to switch a connector off and keep it. To stop automatic syncs without losing data, pause its schedules instead.

To remove a connector for good:

1. Open it and click Disconnect, followed by its name.
2. Confirm: “Are you sure you want to disconnect {name}? This will delete all associated data.”

Querri deletes the connector, the sources it synced, and everyone’s access to them. In the Library panel, the same button opens a confirmation dialog titled “Disconnect” with the connector’s name. The Library’s right-click menu also has Remove connector.

For a sign-in app, also remove Querri from the connected apps in that app’s own settings.

Cleaning up unfinished sign-ins

If a sign-in window is closed before it finishes, an unfinished connector is left behind. Admins see it in Settings → Connectors under Cleanup, marked Pending OAuth:

1. Click Remove.
2. Confirm: “Are you sure you want to remove this {name} connector?”

Loading the Connectors page also deletes your own unfinished attempts that are more than five minutes old. To avoid them, allow pop-ups for Querri and let the sign-in finish before closing anything.

Troubleshooting

Connection Failed on a database

1. Check the host and port.
2. Check the database is running and reachable from outside your network, or that the VPN files are loaded under Connect via VPN (Advanced).
3. If your firewall only allows known addresses, allow Querri’s.

Authentication failed

1. Check the username and password, and that the password hasn’t changed.
2. Check the user exists and isn’t locked.
3. Try the same credentials in a database client.

SSL or certificate errors

• PostgreSQL, MySQL and Redshift: turn Require SSL Connection off only if the server doesn’t support SSL, and only on a private network.
• SQL Server: keep Trust Server Certificate on for a self-signed certificate, and turn Encrypt Connection on if the server requires encryption.

Access denied, or tables don’t appear

• For a database, grant the user read access to the schemas and tables. See Database Best Practices.
• For a sign-in app, check that the account you signed in with can see the data in the app.

”No tables found to load”

The message says “The connected database or schema appears to be empty”. Check the database and schema under Select Data, then try again.

Nothing loaded after connecting

Click the connector under Connectors in the Library’s browse panel. If it says no data has loaded yet, the owner can click Load data now.

Syncs are slow

• Choose only the tables you need under Table Selection.
• Set Limit rows per table under Advanced Settings.
• For very large Redshift tables, use the Chunked keyset sync mode.
• Connect to a read replica rather than your main database.

Settings → Connectors isn’t there

It’s for admins only. Use Connect in the app rail to add data, and the Library’s Connectors section to manage connectors you can see.

Schedule or Sharing controls are locked

Schedules and sharing belong to the connector’s owner, and sharing needs Pro.

Security and privacy

• Querri keeps a copy. Synced data is stored in Querri, and disconnecting deletes it.
• Credentials stay out of sight. Passwords, private keys and sign-in tokens are kept out of logs and out of the browser.
• Use read-only credentials for databases. Querri only needs to read.
• Sign-in apps never give Querri your password for that app.

Next Steps

• Data Connectors Overview: every connector you can add
• Connecting Databases: database fields in detail
• Google Drive: pick the files Querri can use
• Business Applications: CRM, accounting, analytics and more
• Sync Scheduling: full and incremental schedules