Connections — Docs

Add a source, name it, choose which tables to sync, and understand how its tables are named in SQL.

Supported sources

Source	How it connects	Guide
Salesforce	Username and security token, a connected app, or a refresh token	Salesforce
Marketo	REST API client ID and secret	Marketo
Google Analytics 4	The property's BigQuery export, read with a service account	Google Analytics 4
PostgreSQL	Host, database, user and password	PostgreSQL and MySQL
MySQL	Host, database, user and password	PostgreSQL and MySQL
Sample data	One click, no credentials	Quickstart

HubSpot and NetSuite are listed as Coming soon in the app. If you need a source that isn't listed, tell us.

Adding a connection

Open Connections and choose a source.
Give the connection a name (see below) and fill in the credentials.
Save. Datachef tests the connection and lists the tables the source offers.
Turn on the tables you want and choose how each one syncs. See sync settings.

Adding and changing connections needs the Editor role in the workspace. Deleting one needs Admin.

Connection names and labels

Every connection has two names:

	What it is	Example	Can change?
Name	The SQL schema its tables are queried through	`salesforce_sandbox_1`	No, it's fixed when the connection is created
Label	What people see in the app	Salesforce (EU sandbox)	Yes

The name is fixed because every query, model and tab that reads those tables refers to it. A name is lower snake case, starts with a letter, is at most 63 characters, and is unique in the workspace. The form suggests a free one: salesforce, then salesforce_2, and so on.

How tables are named

Tables are queried as <connection name>.<table>:

SELECT stagename, sum(amount)
FROM salesforce.opportunity
GROUP BY 1

So a second Salesforce connection named salesforce_sandbox_1 lands its tables as salesforce_sandbox_1.opportunity, beside the first connection's salesforce.opportunity.

Database tables outside the default schema keep their schema as a prefix: a Postgres table sales.orders in a connection named warehouse becomes warehouse.sales_orders.

Connections created before connection names existed keep their original flat table names, such as salesforce_opportunity.

Credentials

Connection credentials are encrypted when they're stored. They're never sent back to your browser, to an AI agent connected through the Claude connector, or to Datachef support staff. See security.

Deleting a connection

Deleting a connection stops its syncs. The tables it already synced are kept.