Before you begin
You need the Account Admin or Designer role to create datasource connections. If you do not see Datasource Management in the left-hand navigation, contact your Account Admin to verify your permissions.
Have the connection credentials ready before you start. Depending on the source type you will need a host, port, database name, and a username/password pair. For cloud-hosted databases, ensure that Datanyx IP addresses are allowed through your firewall or security group rules.
Steps
Open Datasource Management
From the left-hand navigation, click Datasource Management. The datasource list page opens showing all existing connections in your workspace.
Click New datasource
In the top-right corner of the page, click New datasource. A panel opens showing the available connector types grouped by category: databases, files, and APIs.
Fill in connection details
Select the connector type that matches your source (for example, MySQL, PostgreSQL, or Salesforce). Fill in the required fields such as Host, Port, Database, Username, and Password. For API connectors, provide the API endpoint URL and authentication tokens.
Test the connection
Click the Test connection button. Datanyx attempts to reach the source and verifies the credentials. A green success message confirms the connection is valid. If the test fails, double-check the host, port, and credentials, and ensure the database is reachable from the Datanyx server.
Save and name the datasource
Give the datasource a descriptive name that your team will recognise (for example, Production Analytics DB). Optionally add a description, then click Save. The datasource appears in the list and is immediately available for report building and data modelling.
Supported sources: Datanyx supports MySQL, PostgreSQL, Oracle, Microsoft SQL Server, IBM DB2, Databricks, MongoDB, Salesforce, Jira, Smartsheet, and flat-file imports (Excel, CSV, Parquet). Additional connectors can be enabled by your account representative.