Data Connectors Overview
Connectors bring data from the systems you already use into Querri. Each table a connector loads becomes a source in your Library, ready to ask questions about, build views from, and measure KPIs against.
What a connector does
Section titled “What a connector does”When a connector syncs, Querri copies the data into its own storage and works from that copy. Querri doesn’t query your system live each time someone asks a question, so your data is as fresh as its last sync. You can refresh it on a schedule or by hand (see Sync Scheduling).
Once data is in:
- Each table appears in the Library as a source. On the Files tab its type is Dataset.
- Querri records each table’s columns and learns how tables link to each other.
- The Librarian can answer questions from your sources, and from views built on them. See How Querri answers a question.
- Connecting data doesn’t build views by itself. Once new data settles, Querri may suggest views to build in your Inbox.
For the ideas behind this, see Sources and connectors.
Adding a connector
Section titled “Adding a connector”There are two ways in:
- Connect in the app rail opens Add data, for anyone signed in. Its Connect a data source section lists the connectors you can add, with a search box and a category filter. Admins also see Manage all connectors →.
- Admins can open Settings from the avatar menu and choose Connectors, which lists every connector they can see.
What happens when you pick one depends on the connector:
- Sign-in connectors open the provider’s sign-in window as soon as you click. After you approve access, some have nothing more to set up, some show a short form, and Google Drive opens a file picker.
- Database connectors open the connector dialog on its Configuration tab, where you enter the connection details and choose what to load.
- Connectors that use an API key or token open the same dialog with their own form. There’s no separate test step: Save checks the credentials and creates the connector only if they work.
A new connector lands in the workspace you’re in if you’re a member of it, and in your private workspace otherwise, so pick the workspace before you connect.
Once the connector exists, check that its data arrived. Database connectors load when you click Save and Load Data. For the others, click the connector under Connectors in the Library’s browse panel. If it says the connector “is connected, but no data has loaded yet”, click Load data now to run a full sync. Only the connector’s owner can start a load.
Available connectors
Section titled “Available connectors”| Connector | How it connects | After connecting | Category |
|---|---|---|---|
| PostgreSQL | Host and credentials | Form | Database |
| MySQL | Host and credentials | Form | Database |
| Microsoft SQL Server | Host and credentials | Form | Database |
| Amazon Redshift | Host and credentials | Form | Database, Data Warehouse |
| BigQuery | Google sign-in | Form | Database |
| Salesforce | Salesforce sign-in | Form (objects) | CRM |
| HubSpot CRM | HubSpot sign-in | Nothing to set up | CRM |
| QuickBooks Online | Intuit sign-in | Nothing to set up | Accounting |
| Google Analytics | Google sign-in | Form (property, date range) | Analytics |
| Google Drive | Google sign-in | File picker | Storage |
| Stripe | Stripe sign-in | Nothing to set up | Payments |
| Mailchimp | Mailchimp sign-in | Nothing to set up | Marketing, Email |
| Intercom | Intercom sign-in | Nothing to set up | Customer Support, Messaging |
| NetSuite | Token-based credentials | Form | ERP, Accounting |
| Mixpanel | Service account | Form | Analytics |
| Amplitude | API key and secret | Form | Analytics |
| Customer.io | App API key | Form | Marketing, Messaging |
| CharityTracker | API token | Form | CRM |
| Fluke eMaint | JWT token | Form | Business Applications, CMMS |
A sign-in connector appears only when Querri has set up that provider for your environment, so your list may be shorter.
Files you upload aren’t a connector you set up. See File Uploads.
More than one connection to the same service
Section titled “More than one connection to the same service”You can add several connectors of the same type, such as a production database and a reporting replica, or two QuickBooks companies.
- In Settings → Connectors, use the add-another icon on the connected card.
- In Add data, a tile marked Connected opens your existing connector instead of creating a second one.
Each connector has its own settings, schedule and sharing, and each source panel says which connector its table came from. To rename a connector, click its name on its card in Settings → Connectors, or in the connector dialog’s header.
The Connectors settings page
Section titled “The Connectors settings page”Settings → Connectors is for admins. From top to bottom:
- Connected: the connectors you can see. Each card has icons to configure, share, or add another connector of the same type, plus Open, which shows its tables or files.
- Available Connectors: every type you can add, each with Connect.
- Files: the organization’s Uploads card.
- Cleanup: sign-ins that were never finished, marked Pending OAuth, each with Remove. Loading the page also clears your own abandoned sign-in attempts after five minutes.
In the Library, the browse panel’s Connectors section lists connectors too. Right-click one for View assets, Re-sync now, Configure… and Remove connector. See Managing Connections.
Keeping data fresh
Section titled “Keeping data fresh”A connector’s owner can set up to two schedules on its Schedule tab:
- Full Refresh reloads everything.
- Incremental fetches only new or changed records. It works on database tables that have a cursor column, and on Salesforce and NetSuite.
Where a connector supports both, combine them: an incremental schedule for frequent updates, and a full refresh less often to pick up rows deleted at the source. For other connectors, use Full Refresh.
You can also refresh by hand:
- On a database connector, Save and Load Data runs a full sync.
- While nothing has loaded yet, Load data now in the connector’s Library view runs a full sync (owner only).
- Re-sync now, in the Library’s connector menu, asks for an incremental sync. Salesforce and NetSuite fetch only what changed, and so does a database with an Incremental schedule. Connectors that don’t track changes reload everything.
Scheduled syncs use credits when they run; syncs you start by hand don’t. See Sync Scheduling and Credits.
Network access
Section titled “Network access”If a database only accepts connections from known IP addresses, you’ll need to allow Querri’s outbound address.
For a database that’s only reachable over a private network, the database connectors can connect through an OpenVPN tunnel with Connect via VPN (Advanced). See Connecting Databases.
Security and privacy
Section titled “Security and privacy”- Querri keeps a copy. Synced data is stored in Querri. Disconnecting a connector deletes the data it synced, along with the access people had to it.
- Sign-in connectors ask you to approve access with the provider, so you don’t give Querri that app’s password.
- Credentials stay out of sight. Passwords, private keys and sign-in tokens are kept out of logs and out of the browser.
- Use a read-only user for database connectors. Querri only needs to read.
- Sharing a connector is up to its owner, on the connector’s Sharing tab, and it’s a Pro feature.
Next Steps
Section titled “Next Steps”- Connecting Databases: PostgreSQL, MySQL, SQL Server, Redshift and BigQuery
- Google Drive: add files from Google Drive
- Business Applications: HubSpot, QuickBooks, Salesforce, NetSuite and more
- File Uploads: upload CSV, Excel, JSON and Parquet files
- Sync Scheduling: full and incremental schedules
- Managing Connections: change, refresh and remove connectors