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Connection Management

Your Connections page is the central hub for all your data source and destination endpoints. Here you can:

  • View connection status and metadata
  • Filter, search, and paginate through your connections
  • Quickly create, edit, or delete connections

🖥️ 1. All Connections List

Navigate to Connections from the sidebar to see the full table:

All Connections

Column Description
Status • 🟢 online 🔴 pending ⚫ error – shows health of your endpoint
Name Human-friendly label. Click to view or edit details.
Connection Type Source or Destination – indicates data flow direction.
Connector Underlying connector (e.g. Salesforce, BigQuery, MySQL).
Category Grouping (ERP, Database, Data Warehouse, Files & Storage, etc.).
Created / Updated Timestamps for when the connection was first created and last modified.
Action • ⋮ opens menu to Edit, Test, or Delete this connection.

ℹ️ Tip: Click any column header to sort ascending/descending.

  • Connector Filter: Narrow by connector type (e.g. only Google Sheets or only Amazon RDS).
  • Status Filter: Show only “online” or “pending” connections.
  • Search: Free-text search against connection name.
  • Entries per page: Choose 10, 25, 50, or 100 rows per page.

➕ 3. Create a New Connection

Click Create Connection in the top-right to launch the connector gallery:

Connector Gallery

  1. Browse the tile catalog (SaaS, Databases, Warehouses).
  2. Search by name in the search bar above the tiles.
  3. Click any tile (e.g. “Google BigQuery”) to begin setup.

⚙️ 4. Connection Actions

Once created, each connection row’s ⋮ menu offers:

  • Test Connection – Validates credentials & network reachability
  • Edit – Update credentials, roles, or parameters
  • Delete – Permanently remove the connection (used by no active syncs)

::: warning Deleting a connection will break any syncs that depend on it. Make sure to retire or reassign those syncs first. :::

✅ 5. Connection Status Meanings

Icon Status Description
🟢 online Credentials are valid & connection is healthy.
🔴 pending Setup incomplete or awaiting OAuth approval.
⚫ error Test failed (e.g. bad credentials, network issue).

📘 Best Practices

  • Name Clearly – Use descriptive names like Prod–Salesforce or Staging–Redshift.
  • Tag Early – If your platform supports tags, categorize by team or project.
  • Test After Edit – Always re-run “Test Connection” after any credential or network change.
  • Rotate Keys – For long-lived service accounts, schedule regular key rotation in Google Cloud / Azure portal.

That should give you a complete “Connections” guide with proper Markdown, embedded images, and clear instructions. Let me know if you need any tweaks!