> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nexalytica.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Connect and Manage Your Data Sources in Nexalytica
> Connect databases, vector stores, and file imports to Nexalytica, then manage sync schedules, credentials, sharing, and lifecycle from one place.
The Data Sources area is the central hub for every external data connection in Nexalytica. Everything that powers your chats, dashboards, and agents — databases, AI embedding stores, and uploaded documents — lives here. You can add new sources, monitor their health, control who can use them, and manage their full lifecycle from a single interface.
## Source types
Nexalytica organises sources into three distinct categories, each optimised for a different kind of access pattern.
Relational databases and file imports queried live at runtime. Supported connectors: **PostgreSQL**, **MySQL**, **BigQuery**, **MongoDB**, **CSV**, and **Excel**.
AI embedding stores used for semantic search. Supported connectors: **Pinecone**, **Weaviate**, **ChromaDB**, and **Qdrant**.
Uploaded files and folders indexed for retrieval-augmented generation (RAG). Use these to ground chats and agents in your own documents.
## Browse and filter sources
When you open Data Sources you see a card grid of every source you have access to. Use the controls at the top to narrow the list.
| Control | What it does |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Category tabs** | Filter by All / Data Stores / Vector Stores / Knowledge Bases |
| **Ownership tabs** | Filter by All / Owned / Shared |
| **Show Pending Deletion** | Toggle to surface sources scheduled for deletion |
| **Search box** | Filter by source name |
| **Status pills** | Summary counts of connected / disconnected / pending-deletion sources across the current view |
| **Admin view toggle** | *(Org admins only)* Reveal all sources across the organisation. Requires an acknowledgement prompt and is logged to the audit trail. The **+ Add Source** button is hidden while admin view is active. |
| **Owner filter** | *(Admin view only)* Further filter by a specific user |
### Reading a source card
Each card surfaces the key health and ownership signals at a glance.
| Field | Meaning |
| ------------------------------ | ------------------------------------------------------------------------------------------ |
| **Status badge** | `Connected` (green) · `Disconnected` · `Error` · `Pending` · `Disabled` (source is paused) |
| **Last sync** | Timestamp of the most recent successful sync |
| **Record count** | Number of records or rows currently indexed |
| **Ownership badge** | `Owned` / `Shared` / `External` |
| **Pending Deletion countdown** | Days remaining before permanent deletion (shown on soft-deleted cards) |
Click any card to open its detail view in the current tab. Hold **Cmd / Ctrl** or use a **middle-click** to open the detail in a background tab.
## Inside a source — the detail view
Opening a source card takes you to its detail view in its own tab. A header shows the source's status, name, description, and a summary line (last sync, record count, owner), with two action buttons — **Test** (checks the connection) and **Sync now** (refreshes the data). Below the header is a strip of sub-tabs; which tabs appear depends on the kind of source.
| Sub-tab | What it's for |
| ------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Overview** | Headline metrics (records, tables, vector links, average latency) and the connection details (host, port, database, SSL, region). Never fabricated — a metric that isn't known shows a dash. |
| **Data** | The rows themselves. For file imports (CSV/Excel) this is an editable spreadsheet; for databases it's a read-only live preview. A table switcher lets you move between tables. |
| **Schema** | The **Schema Explorer** — browse tables, columns, and sample rows — plus the **Open Data Modelling UI** button that switches this surface into the model editor. Hidden for vector stores. |
| **Vector Links** (shown as **Data Links** on a vector store) | The links between this source and any vector stores that embed its content. |
| **Sync Activity** | The history of syncs for this source. |
| **Settings** | The connection's settings — name, credentials, and connection details. |
| **Access Control** | Who can reach this source and at what level. |
Your last-used tab is remembered per source, so reopening a source returns you to where you were.
## Add a source
Click **+ Add Source** in the top-right corner of the Data Sources page.
The picker is grouped into three sections. Select the connector that matches your source type.
| Group | Connectors |
| ----------------- | ------------------------------------ |
| **Databases** | PostgreSQL, MySQL, BigQuery, MongoDB |
| **File Imports** | CSV, Excel |
| **Vector Stores** | Pinecone, Weaviate, ChromaDB, Qdrant |
Enter the required credentials and connection details for your chosen connector. Credentials are stored securely and are never shown in plain text after saving.
Submit the form. Nexalytica tests the connection and creates the source card. A status badge reflects the outcome immediately.
Adding a source requires permission to create resources in your department. Contact your department administrator if the **+ Add Source** button is unavailable.
## Source card actions
Every source card exposes a set of action controls. The controls available to you depend on your permission level.
| Icon | Action | What it does |
| --------------------------- | ----------------- | ------------------------------------------------------------------------------------------------------- |
| **Enable / Disable switch** | Toggle | Pause or resume a source. A disabled source is hidden from chats, dashboards, and agents. |
| **Refresh** | Sync now | Triggers an immediate manual sync outside of any schedule. |
| **Flask** | Test connection | Checks reachability and reports the current response time. |
| **Gear** | Configure | Opens the credential and settings form so you can update the connection. |
| **Share** | Share | Opens the share dialog to grant access to other users or teams. |
| **Trash** | Schedule deletion | Soft-deletes the source and starts the deletion countdown. |
| **Restore** | Restore | *(Pending-deletion cards only)* Cancels the scheduled deletion and returns the source to active status. |
Disabling a source immediately hides it from all chats, dashboards, and agents that depend on it. Notify affected users before disabling a shared source.
## Manage Knowledge Bases
Knowledge Bases use a file-browser interface rather than a connection form. The left panel shows your folder tree and the right panel lists the files inside the selected folder.
Click **New Folder** to organise your uploads into logical groups (e.g. by project, team, or document type).
Select a destination folder, then click **Upload** to add files. Nexalytica indexes uploaded content for RAG automatically.
Once indexed, a Knowledge Base appears as a selectable source inside Chat and Agent configuration.
Organising uploads into folders makes it easier to share subsets of your Knowledge Base with specific teams without exposing unrelated documents.
## Permissions reference
* Sync, test, and configure the source
* Enable and disable the source
* Share the source with others (up to your own permission level)
* Schedule deletion and restore pending-deletion sources
* Open the source detail view
* Read source metadata, status, and schema information
* Cannot modify, sync, configure, share, or delete
All Owner/Editor capabilities, plus:
* Toggle the admin view to see all sources across the organisation
* Filter by owner in admin view
* Admin view access is logged to the audit trail