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Data Integration onboarding

Log in to your Data Integration account using your credentials, and familiarize yourself with the user interface and navigation.

Onboarding experience

The Data Integration onboarding experience lets you setup up data connections and start building pipelines or rivers quickly.

During onboarding, you can:

  • Choose built-in connectors for common data sources.
  • Use the No-code Connection Builder to connect to custom sources.
  • Configure your data warehouse or data lake. Select your data goals, letting the platform to tailor recommendations for pipelines and workflows.

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Follow these steps to get started:

  1. Navigate to the Data Integration Console.

  2. Select Help > Onboarding from the left-hand menu.

  3. Setting up your data connections: Create your first connection to a data source or destination.

    • Click +Add Connection to create a new connection.
    • Select the connector type.
    • Enter the required connection credentials.

  4. Create your river or pipeline: Create a Source to Target river to move data. This process extracts data from any application or database, and loads it into your data lake or cloud data warehouse.

    • Click Create Your First River.
    • Choose a Source to Target river.

  5. Transform and orchestrate data using SQL and Python: Use Logic Rivers to transform and manage your data workflows.
    Common use cases for Logic Rivers are:

    • Combining data from different sources.
    • Modeling data in your data warehouse with the right dependencies.
    • Preparing data for a BI/dashboarding tool.
    • Handling unstructured data types.
    • Triggering processes in third party applications.
    • Creating workflows to enrich operational systems with data warehouse.

    Use SQL Logic steps to perform the following:

    • Perform in-database transformations.
    • Run custom SQL queries using your warehouse syntax.
    • Store results in tables, file storage, variables, or DataFrames.
      You can also use Python steps for advanced transformations and automation.

  6. Use pre-built solutions or Data Integration Kits: Use pre-built Data Integration Kits for common integration scenarios. For example, use the Slack Alerts kit to post a message on a specific Slack channel.

  7. Invite your team to join your account: Invite team members to your account so they can:

    • Create and manage rivers
    • Configure connections
    • Review pipelines
    • Maintain shared resources

Leveling up

Enhance your integration capabilities with advanced features:

  • Managing environments: Deploy configurations across development and production environments. Data Integration manages environment-specific settings to ensure consistent deployment.
  • Connecting via REST API: Integrate with any application using custom REST API connections.
  • Activating your data with Reverse ETL: Move data from your warehouse back into operational applications.
  • Building solutions using the API: Automate Data Integration tasks using the platform API.

Help

The Help serves as a centralized hub for guidance and support. Click Help in the left sidebar to access resources that help you understand and use the platform effectively.

The Help includes the following:

  • Docs Search: Use the search bar to find specific information within the Data Integration documentation, such as guides, tutorials, and troubleshooting topics.
  • Demo Videos: Explore short video tutorials introducing key features and standard workflows.
  • Onboarding: This section helps you maximize your experience and get started with Data Integration.
  • Use Data Integration Like a Pro: Discover advanced strategies and tools to optimize your data integration processes.
  • Learn More: Access resources to expand your platform knowledge.
    • Documentation
    • Blog
    • Webinars
  • Quick Links: Access key resources.
    • System status
    • Community
    • Support Portal
    • Contact Sales
  • For support, click the Contact Us. This opens the Contact Support window with two options based on your credentials:
    • For users with credentials: Click Open Support Case to navigate to the support portal and open a support case.
    • For users without credentials: Click Request Access to request community access.
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