Database & Business-App Connections
The database panel on the New Datastore screen has connector cards for both databases and business apps. Click a card to open its connection form, fill it in, and create the datastore.
Available connectors
Section titled “Available connectors”Databases
Section titled “Databases”- PostgreSQL
- MySQL
- SQL Server
- MongoDB
- Snowflake
- BigQuery
- Cassandra
Business apps
Section titled “Business apps”- HubSpot
- Zoho
- SAP
- NetSuite
Setting up a connection
Section titled “Setting up a connection”- From the sidebar, click Data.
- Click Add New Data Source.
- Scroll to the database panel and click the connector card you want.
- Fill in the connection fields. The required fields differ by connector:
- Most relational databases use host, port, database, username, password.
- Snowflake uses account, database, username, password, plus optional warehouse, role, and schema.
- BigQuery supports two auth modes — service account (upload a credentials JSON) or OAuth2 (refresh token).
- Zoho uses a refresh token, API domain, and accounts server.
- SAP fields depend on the SAP product (e.g. S/4HANA, Business One, SuccessFactors, ByDesign) — at minimum an API URL, username, password, company DB, and service layer URL.
- Save the connection to create the datastore.
DataXpert reads your data and builds a data dictionary so the new source is ready for chat and dashboards.
Security
Section titled “Security”- Use read-only credentials when possible — DataXpert never modifies your source database.
- Your credentials are stored securely.