Overview: Connect Data
  • 25 Apr 2022
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Overview: Connect Data

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As a Preset Admin, one of your first steps will be connecting your data to Preset so that team members can start building visualizations as soon as possible.

To help facilitate your success with Preset, we encourage you to read through the step-by-step guide in this chapter as well as having a look at our recommended best practices below.

If you're still encountering issues when connecting your database to Preset, please let us know via a Support Ticket so that we can get you up & running as quickly as possible!

Remember to Allowlist the Preset IPs!

Preset Cloud currently runs on three regions with the IPs listed below, and those need to be allowlisted so Preset can access your data. Please note that a timeout error may occur if you have not properly configured your firewall/network.

us-west-2 us-east-1 eu-north-1 ap-northeast-1

Steps to Connect your Data to Preset

Best Practices

Check #1: Database running?

Confirm that the database is publicly addressable and is currently up and running.

Check #2: Database supported?

Ensure that your database is supported by Preset. You can view a list of supported databases here.

Check #3: Have all connection details?

Preset can connect to a wide variety of databases, many of which require different types of information in order to make a connection. For example, Google Sheets requires a URL with specific sharing settings, Amazon Redshift requires a host and port, and nearly all databases can be connected to Preset via a SQLAlchemy URI.

Before trying to connect, we recommend that you take some time to read through the relevant connection walkthrough article in order to familiarize yourself with database-specific connection details.

Here is a list of available connection walkthroughs:

Connection Walkthrough Articles

If you'd like to view the SQLAlchemy URI connection strings for all supported databases, please view the Connection Strings table for detailed information.

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