Documentation

Add a connection

Outcome: one live source, authenticated read-only, with data flowing.

Connecting your first system takes about 15 minutes. Most of that is deciding which role to authenticate with, not the connection itself.

Steps

1
Open Connections
In your workspace, open Connections in the left nav, then choose Add connection.
2
Find your system
Search the connector catalogue. Premium connectors powered by Fivetran are marked as such. If the system is not listed, use manual upload.
3
Authenticate with read-only access
Sign in with a service or read-only account rather than a personal admin login, so the connection survives staff changes. SIGNLD requests read scopes only.
4
Choose the scope to read
Select the entities or tables that matter, for example invoices, customers, and locations. You can widen scope later without starting over.
5
Run the first sync
Start the sync and wait for it to complete. A first sync on one source usually finishes in minutes.
6
Confirm the data is flowing
Check the connection status, the row counts, and the last sync time. Then review the proposed entities and correct any bad match. See entities, metrics and rules.

Symptom	Likely cause	Fix
Authentication fails	Account lacks read access or MFA blocks the app	Use a service account with read-only permissions
Sync completes with no rows	Scope selected excludes the tables you need	Edit the connection scope and re-sync
Duplicate customers in answers	Entity resolution needs confirmation	Merge or correct the proposed entity match
Stale numbers	Plan cadence is manual or weekly	Check refresh cadence or upgrade the plan

One source system equals one connection. Connect a second system before you build the Topic that needs both.