Add Data Source

Prerequisites

Before connecting a data source, make sure you have the following information (ask your database admin if needed): Field Description Host Server address (e.g. db.mycompany.com or localhost) Port Connection port (e.g. 3306 for MariaDB, 5432 for PostgreSQL) Database Name The database to connect to Username Login username Password Login password SSL (optional) Whether to use a secure connection

Quick Start: Adding a Data Source

Step 1: Access Data Sources

Click Data Sources in the sidebar.

Click + Add Data Source.

Choose your database type.

Step 2: Enter Connection Details

For example, connecting to MariaDB: Title: A friendly name (e.g. “Production Database”)

Host: Server address (localhost, db.mycompany.com, etc.)

Port: Usually 3306 for MariaDB (prefilled)

Database Name: Exact database name

Username / Password: Database credentials

Use SSL: Check if required

Step 3: Add and Test

Click Add Data Source once details are entered.

Insights will save your connection, load tables, and make them available for querying.

4. Connecting to Different Data Sources

4.1 MariaDB / MySQL Default Settings: Port: 3306

Host: Ask your admin

Common Issues:

Connection refused:

Check host and port

Access denied:

Verify username and password

Unknown database:

Check spelling

4.2 PostgreSQL Default Settings: Port: 5432

Schema: Usually public (leave blank for default)

Additional Field: Schema: PostgreSQL uses schemas. You can specify multiple: public,analytics,sales.

4.3 CSV / Excel Upload Ideal for quick data imports, smaller datasets, or testing Insights without a database. How to Upload: Click + Add Data Source → Upload CSV or Excel

Choose or drag-and-drop the file

Preview data (check columns and types)

Edit table name if needed

Click Import Table

Supported Formats: * CSV (.csv) * Excel (.xlsx) * File size limit: 50MB (check with admin)

Tips: First row should be headers Keep column names simple Use consistent date formats Remove empty rows at the end

4.4 Site Database (Auto-Configured)

If you’re running Insights on a Frappe site, it automatically connects to your site’s database. Features: Auto-configured, always active No credentials needed All DocTypes available as tables Relationship links preconfigured