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Help CenterApp Building and CustomizationConnecting Your Data Sources to Stacker

Connecting Your Data Sources to Stacker

Last updated February 27, 2024

Introduction

One of the core strengths of Stacker is its ability to seamlessly integrate with a variety of data sources, transforming your existing data into powerful, custom apps without the need for coding. Whether your data resides in Airtable, Google Sheets, Salesforce, or another platform, connecting it to Stacker is straightforward. This guide will walk you through the process of linking your data sources to Stacker, enabling you to centralize your data and create dynamic, interactive apps.

Steps to Connect Your Data Sources to Stacker

  1. Access Your Stacker Dashboard
  • Log into your Stacker account and navigate to the dashboard. This is where you'll manage all aspects of your app, including data connections.
  1. Identify Your Data Source
  • Before proceeding, identify where your data is currently stored. Stacker supports a range of data sources, including Airtable, Google Sheets, Salesforce, and more. Ensure you have the necessary access permissions to connect these sources to Stacker.
  1. Navigate to Data Sources
  • In the Stacker dashboard, find and click on the "Data Sources" section. This area allows you to manage and add new data connections.
  1. Add a New Data Source
  • Click on the "Add New Data Source" button. You'll be presented with a list of supported data platforms. Select the one that hosts your data.
  1. Connect Your Data Platform
  • Follow the on-screen instructions to connect your chosen data platform to Stacker. This typically involves:
  • Entering your login credentials for the data platform.
  • Authorizing Stacker to access your data.
  • Selecting the specific datasets or tables you want to use in your app.
  1. Configure Your Data Settings
  • Once connected, you may need to configure specific settings related to how your data is displayed and interacted with in Stacker. This can include setting primary fields, defining relationships between tables, and customizing how data is presented in your app.
  1. Test the Data Connection
  • After setting up your data source, it's important to test the connection. Navigate to the app where you intend to use this data and verify that:
  • The data loads correctly.
  • You can view and interact with the data as expected.
  • Any relationships between data tables function properly.
  1. Finalize and Use Your Data
  • With your data source successfully connected and tested, you're ready to use it within your Stacker app. Begin building or enhancing your app with the confidence that your external data is accurately represented and fully interactive.

Conclusion

Connecting your data sources to Stacker is a critical step in leveraging your existing data to build custom apps. By following these steps, you can ensure a smooth integration process, allowing you to focus on creating apps that meet your business needs. Remember, Stacker's support team and online resources are available to assist you if you encounter any challenges during the setup process.

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