Datasources overview
Get an overview of supported datasources and their configuration within Equals
With Equals you can connect directly to datasources to query live data from your workbook. These datasources include popular SaaS tools, SQL databases and data warehouses.
There are 3 types of supported connectors on current pricing plans: Essential ($99/mo/connection), Standard ($299/mo/connection), and Enterprise (custom pricing).
Beyond supported datasources, import scripts can be used to build custom integrations with Equals pulling in data from outside sources such as third party API's.
Connecting to SaaS tools
To set up the datasources listed below, follow the setup guide from your Equals dashboard:
- Navigate to the Datasources page from the Equals home screen
- Click New to create a new datasource connection
- Follow the on-screen setup guide to connect your datasource. Note: When connecting to an Enterprise datasource, you'll be prompted to schedule a setup call with our team.
Datasources: Hubspot, Intercom, Salesforce, Xero, Zendesk, Shopify, Amplitude, Mixpanel, Segment
Some datasources require additional setup steps. To connect to these datasources, follow the specific setup guide linked below:
Datasources: AWS Redshift, Plaid, Quickbooks, Snowflake, Stripe, Netsuite
Connecting to SQL databases and warehouses
To connect to a SQL database within Equals, you'll first need to find your connection details and then grant access to your hosting provider from our IP address.
Finding connection details
To find the connection details for your SQL database, follow the specific setup guide for your hosting provider:
Datasources: Supabase AWS RDS, Azure, BigQuery, DigitalOcean, Railway, AWS Redshift, PlanetScale, Snowflake,
If your hosting provider is not listed above, below is an explainer of each field.
Field name | Description |
---|---|
Connection name | This is what your datasource will be listed as throughout Equals. |
Share with workspace | Give access to this datasource to all current and future members of your workspace. |
Host | An IP address or hostname by which we can connect to your database. |
Port | The port your database server is listening on. |
Database name | The name of the database we should connect to on the provided host. |
Username | The username to connect with. |
Password | The password to connect with. |
Default schema | (Postgres only, optional) Set the default schema for the connection. |
SSH Tunnel | Optionally you can connect through an SSH tunnel. |
SSH Username | The username to connect as on the host. |
SSH Private Key | The SSH Private Key we should connect with. |
Allowing access from our IP
When connecting to SQL databases (except for BigQuery) we will always connect from 54.68.61.53
. Some providers and set ups likely require granting access on a per-IP basis. Use the following guides to learn how:
Datasources: AWS RDS, Azure, DigitalOcean, AWS Redshift, Snowflake
If your provider is not listed above follow your hosting providers instructions for allowing connections from 54.68.61.53
. For MySQL, Postgres, and Redshift connections you may also connect through an SSH tunnel.
Updated 4 months ago