Connect your data
Sources belong to a project. To add one you need the Analyst role or higher.
Supported connectors
PostgreSQL
MySQL
MariaDB
SQL Server
Azure SQL
Amazon Redshift
ClickHouse
Amazon S3
BigQuery
Salesforce
Monday.com
Airtable
HubSpot
Google Sheets
OneDrive
Odoo
Tango
Oracle DB
SAP Hana
Databricks
Snowflake
Teradata
MongoDBAdd a source
Where: Sources in the sidebar → New source, at the top right of the page. It opens a menu with two options; a project with no sources shows them as two cards instead. Sources is greyed out if your role doesn’t allow it, and both options are disabled once your organization uses every table its plan allows (see Plans and limits), or once its free trial has ended. From 1 November 2026, your first source or file is what starts that 30-day trial.
| Option | Use it for |
|---|---|
| Upload files | CSV, Excel or Parquet files from your computer. |
| Connect database | Every connector listed above — despite its name, it covers applications and cloud sources such as Salesforce, Google Sheets or Amazon S3 as well as databases. |
Upload files
- New source → Upload files, and drop or select the files.
- Organize — keep them as One source or as Separate sources.
- Publish automatically, or Configure tables manually.
- Confirm.
Formats, size limits and how to prepare the files are in Upload files.
Connect a database, application or cloud source
- New source → Connect database.
- Connector type — pick the connector under Connector, then fill in:
- Source Name — up to 255 letters, numbers, spaces or hyphens, unique in the project.
- Connectivity (databases only) — how Teramot reaches the database; see below.
- Connection details and Credentials — they depend on the connector: databases, applications and cloud sources.
- Click Test Connection. Teramot checks the credentials and lists the tables it can see; nothing is loaded yet. If the test fails, the message says why — see Troubleshooting.
- Select tables — choose the tables to load (Select at least one table to continue). If the connector supports it, you can also set up incremental refresh for each table. When your plan caps tables, the step counts your selection together with the rest of your organization’s tables (N of M tables in your plan) and does not let you continue past the cap.
- Confirm & connect — review the details and click Confirm.
Teramot then loads and processes the data. It can take several minutes; you can keep working, and you are notified when it is ready.
If you leave the table selection for later, the source stays in setup and its card shows Resume Setup.
How Teramot reaches a database
The Connectivity step offers up to four methods:
| Method | Use it when | What you do |
|---|---|---|
| Direct connection | The database is reachable from the internet. | Make sure its port accepts external connections and is protected by strong credentials. |
| IP Whitelisting | The database is behind a firewall. | Add the IP addresses shown in the panel (Copy all) to your firewall’s allow list. |
| SSH Tunnel | The database is only reachable through a bastion host. PostgreSQL, MySQL, SQL Server and Oracle DB. | Enter the Bastion host, Port (22 by default) and SSH username, click Generate key, and add the public key to ~/.ssh/authorized_keys on the bastion before testing. |
| Private Connection | The database is on a private network. PostgreSQL, MySQL, SQL Server, Oracle DB, MongoDB and SAP ECC (RFC). | Set up an IPsec tunnel first — see Private connections. |
If a direct test fails with a network error, Teramot suggests trying the SSH tunnel.
Watch the load
Where: Sources in the sidebar; progress shows on each source’s card.
The source’s Refresh tab shows the pipeline’s progress: Pipeline queued…, Processing raw data…, Building analytics tables…, then Pipeline complete or Pipeline failed, with the current step (for example Extracting data, Cleaning data, Building results).
When a source needs a look, its card says what happened, for example Teramot can’t connect to this source or 2 tables didn’t load, with the likely cause underneath. Click it to open the details: what the source answered, where and when it failed, and what you can do. When you can fix it yourself, a button takes you there — Edit connection, Review configuration, Review tables, Retry or Delete again. When the fix is on Teramot’s side, it says to contact support instead.
The dot next to each source’s name shows its state; hover over it to read it, for example Up to date, Syncing, Needs attention (it loads, but some tables failed or went missing, or its last load failed and it still serves the earlier data), Not syncing or Setup pending.
When a load ends, the card lists the tables that failed or came back empty, for example 3 tables have failed. While a source is loading again, that list stays hidden until the new load finishes, and then shows only the tables that failed this time.
The Sources page summarizes every source: Healthy Sources, Syncing, Need attention and No refresh > 24 h. Need attention counts the sources with tables that failed or went missing and those that do not sync at all, and says how many of them are not syncing.
Tables another project shares with yours are listed below, under Shared Databases: one card per project that shares, with how many tables it shares. Show tables lists them. See Data Shares.
Change a source later
Where: Sources in the sidebar → click the source’s card (or ⋮ → Configure on the card). The source opens in a Configure Source panel at the right, with its tabs along the top.
Open the source to see its tabs:
- Tables — change which tables are loaded, then Save & Publish.
- Data and Quality — the first rows of a table, and nulls and unique values per column.
- Edit Connection — replace the credentials. They are never shown back, so enter the password again. After saving, Teramot checks the new connection; if that fails, the source is marked as disconnected.
- Refresh — reload the data now; see Refresh.
Incremental appears only for connectors that support incremental loads. A file source shows Update file instead of Edit Connection.
Check for table changes asks the source which tables it has now and compares them with the ones Teramot already knows. It does not reload data.
- If nothing changed, a message says so.
- If something changed, the source opens on Tables with a summary on top. A table the source added shows New and is not selected; a selected table the source no longer returns shows Not at source. Select new selects the new tables, Deselect missing deselects the missing ones, and Show only changes hides the rest. Then Save & Publish.
A table marked Not at source isn’t loaded while it is missing, and keeps the mark (also when you open the source later) until you deselect it. New only shows right after the check. If the check can’t reach the source, the message says why, for example that the credentials were rejected.
Where: the circular-arrow Check for table changes button on the source’s card; while a source panel is open, the cards shrink to a list and the button moves to ⋮ → Check for table changes. A source made from uploaded files has no such button: its tables change when you upload a new version of the file, on the source’s Update file tab.
Where: ⋮ → Delete on the source’s card. The ⋮ menu is always visible at the right end of the card.
Deleting a source lists the results tables that depend on it and asks you to confirm. Those results tables are marked Outdated.
Credentials are stored as encrypted secrets. Deleting a source also deletes the credentials stored for it.