Integrate
Connect any data source to Edilitics. Every integration is profiled automatically for DQ and AI readiness the moment it is saved.
The Integrate module is where every other module in Edilitics begins. Transform, Visualize, and AskEdi all read from a connected integration. Connect your data source here and Edilitics immediately profiles it, calculating a DQ Score for every column and table and an AIR Score that measures how ready your data is for AI-powered analysis.
Supported Sources
| Category | Sources |
|---|---|
| Databases | PostgreSQL, MySQL, SQL Server, MongoDB, and their Google Cloud-hosted variants |
| Data Warehouses | BigQuery, Snowflake, Amazon Redshift |
| File Formats | CSV, Excel, JSON, Parquet, Avro, Feather, Pickle, PDF, Google Sheets |
| Data Stores | Redis, SQLite |
Each category page has the exact connection steps and prerequisites for every source it covers.
Before You Connect
For any live database or data warehouse connection, Edilitics must be able to reach your source over the network. Whitelist the following IP address in your database firewall or security group before attempting to connect:
34.14.190.234Without this, the connection will fail at the test step. File-based integrations do not require any network configuration.
How to Connect
Open the connection form
In the Integrate module, click New Integration. Select your source type from the connector list.
Enter connection details
Fill in the connection parameters for your source type. The fields vary by connector. See the relevant guide for exact requirements:
- Databases: hostname, port, database name, username, and password
- Data Warehouses: varies by warehouse. BigQuery uses a Service Account Key; Snowflake and Redshift use hostname, database, and credentials.
- File Formats: upload the file directly
- Data Stores: hostname, port, and authentication details
Give the integration a title and description
Enter an Integration Title (required, max 60 characters) and an Integration Description (required, max 300 characters).
The title appears on the card and in every module that references this integration. The description is the first thing teammates and anyone the integration is shared with will read. Use it to explain what this source contains, which team or system owns it, and what it is used for. A description like "Production orders database, owned by the data team, used for sales and fulfilment reporting" tells a shared user far more than a title alone can.
Optionally enable AI - Driven Column Insights
Toggle AI - Driven Column Insights to generate automatic descriptions for every column in your source. Select your LLM provider and privacy mode.
You can skip this now and enable it later from the integration hover menu. For what gets generated and how privacy modes control what leaves your environment, see AI Column Insights.
The Integration Card
Every connected source appears as a card on the Integrate dashboard. The card gives you an at-a-glance health summary of your source and shows you everything built on top of it.
- Integration Title and source type icon
- Integration Description: the context you wrote at connection time, visible to everyone the integration is shared with
- DQ Score with letter grade: the overall data quality score across all tables and columns in this source. Click to open the per-table and per-column score breakdown.
- AIR Score with letter grade: the AI readiness score, combining DQ with how well your columns are documented. Click to open the score breakdown.
- Last profiled and last modified timestamps
- Powers row: icons for each module with active assets reading from this integration. An empty row means nothing has been built on this source yet.
- Shared users indicator: shown when the integration has been shared with other workspace members
Card states
While a background job is running, the card shows a status badge and all actions are disabled until the job completes.
| Badge | What is happening |
|---|---|
| Profiling | DQ profiling is running after a new connection or a qualifying edit |
| Checking Insights | The system is verifying whether AI column insights already exist for this integration |
| Generating AI Insights | Column descriptions are being generated in the background |
| Refreshing | A manual or automatic DQ refresh is in progress |
| Active | The integration is locked in a live pipeline run and cannot be edited |
Hover Menu
Hover over any integration card to reveal the action menu.
| Action | Who can use | What it does |
|---|---|---|
| View Tables | All authorized users | Preview table schemas, column types, and row counts |
| Download | Owner (file-based integrations only) | Download a CSV export of the raw file with internal metadata columns removed |
| Generate AI Insights | Owner, workspace admin | Shown when AI Column Insights have not yet been enabled. Opens the configuration modal to select an LLM provider and privacy mode. |
| View AI Insights | All authorized users | Shown once AI Column Insights are enabled. Opens the Metadata Viewer to read, approve, and edit column descriptions. |
| Refresh DQ & AIR Scores | Owner, workspace admin | Trigger an immediate re-profile. Rate-limited to once per 24 hours. Not available for file-based integrations. |
| Share | Owner, workspace admin | Share the integration with workspace members |
| Edit | Owner, workspace admin | Update connection credentials. Only triggers a re-profile if hostname, port, or database name changes. |
| Delete | Owner, workspace admin | Permanently delete the integration and all downstream assets |
Dependency Mapping
The Powers row on each card shows exactly what is built on top of an integration. Check it before you edit credentials or delete.
Before editing credentials: a non-zero count means active Transform flows or Visualizations are reading from this source. Credential changes take effect immediately, so schedule rotations when no runs are active.
Before deleting: Edilitics shows the full count of downstream assets that will be permanently deleted along with the integration: Transform flows, Visualizations, and AskEdi sessions. You confirm once to proceed.
Deletion is permanent. The integration and all downstream Transform flows, Visualizations, and AskEdi sessions cannot be recovered. Deletion is blocked while a Transform flow is actively running against the integration.
Sharing and Access
By default, an integration is only visible to the person who created it. Owners and workspace admins can share it with other workspace members. Shared users can use the integration in Transform, Visualize, and AskEdi but cannot edit, delete, or share it further.
For the full sharing flow, permission table, and what happens when you revoke access from a user who has built work on top of the integration, see Sharing & Access Control.
Notifications
Edilitics sends in-app and Slack notifications for key integration events.
| Event | Who receives it |
|---|---|
| Profiling complete | Owner |
| AI Insights generation complete | Owner |
| Integration updated | Owner and all shared users |
| Integration deleted | Owner and all shared users |
| Integration shared | The newly added user, and the owner if an admin performed the share |
| Access revoked | The revoked user, and the owner if an admin performed the revoke |
Frequently Asked Questions
Next Steps
Data Quality Profiling (DQ)
How DQ scores are calculated across completeness, uniqueness, and compliance.
AI Readiness (AIR) Score
How the AIR Score combines DQ with column documentation and how to improve it.
AI Column Insights
Generate and validate column descriptions that power AskEdi and Auto Generate Charts.
Sharing & Access Control
Share integrations with workspace members and manage permissions and revocation.
Need help? Email support@edilitics.com with your workspace, job ID, and context. We reply within one business day.
Workspace and Roles
Understand the difference between Individual and Team workspaces, how roles work in Edilitics, and how access is managed across your workspace.
Data Quality Profiling (DQ)
Understand your DQ score, what each grade means, how scoring works across columns, tables, and integrations, and how to fix a low score.