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Managing and Connecting Sources

Effective data management starts with connecting your sources to Breadcrumb. Breadcrumb supports both spreadsheet uploads and data connectors, giving you the flexibility to work with your data seamlessly.

1. Spreadsheet Uploads​

If you work with data stored in spreadsheets, Breadcrumb makes it easy to upload and manage these files directly in your space.

How to Upload a Spreadsheet:​

  1. Navigate to your Manage Sources in Breadcrumb or Create a space.
  2. Click on Add Sources and select Upload Spreadsheet.
  3. Choose your file in one of the supported formats:
    • Excel (.xlsx)
    • CSV (.csv)
  4. Once uploaded, Breadcrumb will:
    • Automatically parse and clean the data.

Best Practices for Spreadsheet Uploads:​

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  • Organize Your Data: Ensure column headers are clear and descriptive for better parsing and usability.
  • File Size: For larger files, ensure they do not exceed the platform's upload limits (check the Help Center for specifics).
  • Data Types: Review your dataset to ensure correct formats (e.g., dates, numbers, text).

2. Data Connectors​

Breadcrumb also supports integrations with popular databases and third-party tools via data connectors. This allows you to sync live data directly into your workspace.

Supported Data Connectors:​

  • Databases: MySQL, PostgreSQL, SQL Server, MongoDB, etc.
  • Cloud Platforms: Snowflake, BigQuery, Redshift, etc.
  • APIs: RESTful APIs for custom integrations.
  • Other Tools: Airtable, Google Sheets, Salesforce, etc.

How to Connect a Data Source:​

  1. Navigate to your Space and click Add Sources.
  2. Select Connect Data Source and choose your preferred connector from the list.
  3. Enter the required connection details:
    • Database Name
    • Host Address
    • Port
    • Authentication Credentials (username/password or API key)
  4. Click Test Connection to verify the connection.
  5. Once verified, select the tables or datasets you wish to import and click Connect.

Key Features of Data Connectors:​

  • Real-Time Syncing: Automatically fetch updated data to keep your dashboards current.
  • Custom Queries: Run SQL queries or filters to import only the data you need.
  • Secure Integrations: All connections are encrypted to ensure data security.

Managing Connected Sources​

Breadcrumb provides tools to manage your connected sources effectively:

  • Source Settings: Access settings for each connected source to update configurations or change credentials.
  • Data Refresh: Schedule automatic data refreshes or manually trigger updates.
  • Source Logs: View connection and sync logs to troubleshoot issues or monitor activity.

Tips for Managing and Connecting Sources:​

  • Regularly review connected sources to ensure they’re up to date and relevant.
  • Use Breadcrumb’s AI agents to quickly explore connected datasets and generate insights.
  • Combine multiple sources into a single dashboard to analyze data from various tools side by side.

With Breadcrumb’s flexible options for managing and connecting sources, you can easily centralize and organize your data for deeper analysis and collaboration.