Seamless Data Integration | Features & Steps#

Edilitics empowers enterprises to break down data silos and derive actionable insights through seamless data integration from a diverse array of sources. Our intuitive no-code platform is equipped with an expansive library of pre-built connectors, continuously expanding to meet the evolving needs of modern enterprises. This extensive connectivity facilitates the effortless integration of databases, data warehouses, data lakes, storage solutions, file systems, and a wide range of popular analytics platforms across various domains, including marketing, finance, engineering, and product analysis. By eliminating the complexity of managing disparate data sources individually, Edilitics creates a unified environment that streamlines analysis and accelerates informed decision-making.

Steps to Integrate Your Data Source with Edilitics#

Sign in to Your Edilitics Account#

• Begin by accessing your Edilitics account using your secure login credentials.

Navigate to the Integration Module#

• Upon logging in, locate the "Integrate" module within the Edilitics platform to begin the integration process.

Initiate a New Integration#

• In the Integrations section, select “New Integration” to start connecting a new data source. Edilitics offers a comprehensive library of pre-built connectors designed to streamline connections to a wide range of data sources. Browse through the categorized list of connectors or utilize the search function to quickly locate your specific data source.

Grant Edilitics Access (if required)#

• For certain data sources, such as MongoDB, SQL databases (including PostgreSQL), and specific cloud data warehouse services, you may need to grant Edilitics access to your data port to establish a real-time connection. Please refer to your data source's documentation for detailed instructions on granting access to the provided Edilitics IP addresses (34.131.57.80 and 34.93.24.159).

Configure the Connection Parameters#

• After selecting your desired data source connector, a configuration interface will prompt you to enter the necessary connection parameters, which typically include:

  • Database Name

  • Host

  • Port

  • Username

  • Password

• For Google-based integrations, additional credentials may be required, such as:

  • Project ID

  • Dataset ID

  • Service Account Key

Note: When integrating data from Google products (e.g., Google Analytics, Google Drive, Google Sheets), the integration is restricted to the email address used for your Edilitics login. Ensure consistency in using the same email account to maintain a seamless integration experience.

Define Integration Title and Description#

Assign a unique title to your integration to ensure clear identification across your workspace and prevent duplication. Additionally, provide a concise description of the integrated data. This overview will assist in better organization and tracking, offering clarity to any team members with whom the integration may be shared.

AI Driven Column Insights (Optional)#

During the connection configuration process, you can enable or disable the "AI Driven Column Insights" feature:

• If set to true: Edilitics will automatically generate descriptions for all columns in all tables within your dataset once the integration is saved. Please note, this setting cannot be changed to false after the integration is finalized, ensuring consistency in the metadata.

• If set to false: No column descriptions will be generated automatically. However, this setting can be updated to true later by editing the integration connection.

• Editing Generated Metadata:

  • If you choose to modify the AI-generated column descriptions to ensure greater accuracy, your input will be treated as final. Edilitics will not overwrite or update your edits.

• Important Notes:

  • This feature uses only metadata from your dataset, such as column names, data types, and summary statistics, ensuring that your actual data remains secure.
  • The quality and relevance of the generated descriptions depend on the accuracy of the provided metadata. Edilitics does not guarantee the suitability or precision of these descriptions.

Test and Validate the Connection#

Once all credentials and details are entered, select the "Test Connection" option. Edilitics will attempt to establish a secure connection with your data source. A confirmation notification will appear if the connection is successful. In the case of errors, the system will notify you of the failure, prompting you to verify your entries and confirm that your data source permits connections from the specified IP addresses.

Preview, Update, and Save#

Following a successful connection, Edilitics provides several key actions:

• Preview Data: Access a sample of the data retrieved from your source to ensure it meets your expectations.

• Update: If the preview indicates discrepancies, you have the option to adjust the integration details as necessary.

• Save: Once data integrity is confirmed, and any issues have been addressed, click "Save" to finalize the integration of your data source within the Edilitics platform.

Enhancing Data Integration with Edilitics Features#

Edilitics extends beyond mere data integration, offering advanced features that enable you to extract maximum value from your integrated data:

View Tables#

The "View Tables" function provides an insightful snapshot of your integrated data source, displaying a sample table with up to 100 entries. These entries are strategically selected to offer a representative overview of the dataset.

View Metadata#

The "View Metadata" feature is available if AI Driven Column Insights was set to true during configuration. This allows you to review the AI-generated column descriptions and modify them if they lack accuracy. Each description can be a maximum of 500 characters. Once updated by the user, these insights are treated as final and will not be updated by Edilitics.

Add Metadata#

The "Add Metadata" feature is visible if AI Driven Column Insights was set to false during configuration. This feature enables you to manually add descriptions for every column in the dataset. Each description can be a maximum of 500 characters. Manually added descriptions are considered final and will not be updated by Edilitics.

Share and Manage Access#

The "Share and Revoke" feature, available to data source creators and workspace administrators (limited to two per workspace), enhances collaboration by enabling you to:

• Grant Access: Share your integrated data with other workspace members, empowering them to utilize the data for their analyses, thereby fostering collaboration and promoting knowledge dissemination.

• Manage Access: As a data source creator or admin, you maintain full control over user permissions. You can revoke access to ensure data security and governance integrity.

• Intelligent Revocation Notifications: Upon revoking access, Edilitics issues a notification detailing any work that was completed using the integration. This feature allows you to either preserve or delete this work, ensuring the protection of valuable insights while maintaining control over data access.

Edit Connection Details#

The "Edit" option enables you to modify connection credentials or parameters for a data source. This capability is essential for:

• Credential Updates: If the credentials for your data source, such as passwords, have changed, you can promptly update them in Edilitics to ensure uninterrupted data flow.

• Configuration Adjustments: Modify connection parameters, such as host or port settings, to accommodate changes in your data infrastructure.

Delete#

The "Delete" option allows you to remove an integration. When deleting an integration, Edilitics proactively identifies any assets or workflows created using the integration, including those created by users with whom the integration was shared. Edilitics provides a summary of all dependent assets, such as the number of replications, transformations, and visualizations associated with the integration (e.g., 5 Replications, 8 Transformations, 3 Visualizations), ensuring you have complete visibility into the impact of the deletion.

• User Confirmation: You are prompted to confirm whether you wish to proceed with the deletion. This step ensures you are fully informed before making any changes.

• Final Impact: If confirmed, the integration, along with all dependent assets and workflows, will be permanently deleted.

This smart deletion process helps maintain control over your data and prevents the unintended loss of critical assets while streamlining workspace management.

By leveraging these advanced features, Edilitics transforms data integration from a simple task into an ongoing, dynamic process that facilitates collaboration, deepens data exploration, and empowers your organization to make data-driven decisions with confidence.