Connecting Your Data

Overview

Stackless connects business systems to a warehouse that belongs to your workspace, then makes those tables available for Transformation Models, Semantic Models, dashboards, Monitors, and the Agent.

Connectors are managed through Fivetran. Stackless creates and schedules the connector; you enter credentials and approve access on Fivetran's secure setup page, so passwords and API keys never pass through Stackless or the Agent.

The Sources page

Go to Data > Sources. The Connected Sources card lists every connector with its destination schema, when it was Last updated, and a status badge. Connectors that need attention are listed first.

If the page says Fivetran is not connected, managed connectors have not been enabled for your workspace yet; contact Stackless support.

Add a source

Adding and managing sources requires core/sources:write.

1. Click + Source.
2. In Add New Source, search or browse Categories and click Connect on the source you want.
3. In Configure <source>, fill in the few setup fields Stackless needs and click Create Source.
4. Stackless opens Fivetran's setup page. Sign in to the source system or enter its credentials there, choose what to sync, and finish.
5. Back in Stackless, the source appears in Connected Sources and starts its first sync.

New connectors sync daily by default. The first historical sync can take from minutes to hours depending on the source's data volume and API limits.

Connect a source with the Agent

You can also ask the Agent, for example "Connect our Shopify store." The Agent checks the connector requirements, creates a paused draft connection, and gives you a link to the same secure setup page. When you return, Stackless shows Fivetran setup completed or Fivetran setup was not completed and the Agent continues from there. The Agent never asks you to paste credentials into the chat.

Manage a source

Click the gear on a source to open Configure Source:

• Sync Schedule: On-Demand (manual only); every 15 or 30 minutes or every hour; every 2, 3, or 6 hours; or every 8 hours, 12 hours, or daily, with a Daily Sync Time.
• Sync Now starts a sync immediately.
• Resume Connector or Activate Connector restarts a paused connector, and Finish Setup returns to the setup page for an incomplete one.
• Open Fivetran Portal opens the connector's detailed settings.
• Delete Connector removes the connector and all data associated with it.

The Agent can also test a connection, pause or resume it, change its schedule, summarize connector health, and plan schema changes such as adding or removing tables. It shows a plan and asks you to confirm before applying a schema change.

Make new data visible

A finished sync puts tables in the warehouse, but users and the Agent see them only after two more steps:

1. The schema is enabled. An administrator enables the connector's schema in Settings > Agent Data Access and clicks Apply Changes, which rebuilds the Catalog. See Administration.
2. Your role can read it. Your role needs Unrestricted catalog access or that schema assigned under Schema Access.

If the Agent says it cannot find a source, check, in order:

• Is the connector connected, and has its first sync finished?
• Is its schema enabled in Agent Data Access?
• Does your role have access to that schema?
• Has the Catalog been refreshed since the schema was enabled?

Common source categories

• Point-of-sale and commerce systems.
• Payments, billing, and accounting.
• CRM, support, and operations tools.
• Marketing and advertising platforms.
• Databases and file-based sources.

The Add New Source catalog shows every connector available to your workspace. If a system you need is not listed, contact Stackless.

Freshness

Each source syncs on its own schedule. Check freshness at each layer:

• Data > Sources shows when each connector was last updated.
• Data > Catalog > Connectors shows each connector's last sync and frequency.
• Data > Transformation Models shows whether each published model is fresh or stale.
• Operations shows the refresh jobs that rebuild models after new data lands.

One-time files

For a spreadsheet you want to analyze once, upload the CSV or XLSX in the Agent instead of creating a source. Uploads stay with the conversation and are not added to the warehouse. See Uploads.

What happens next

1. Source data lands in the warehouse.
2. Transformation Models clean and reshape it.
3. Semantic Models define measures, dimensions, and joins.
4. Dashboards, Agent artifacts, and Monitors use those governed models.
5. Operations runs the refresh jobs and alerts you when they fail.