Connecting data
Anyone can upload a file into a chat. Admins can also set up connections — reusable data sources the whole team can query.
Uploading a file
In any chat, click + next to the question box and choose Upload CSV / Excel. Supported formats are CSV, Excel and Tableau Hyper, up to 32 MB per file.
Supported sources
| Source | What you'll need |
|---|---|
| Snowflake | Account, database, schema, warehouse and an OAuth client ID and secret. You sign in to Snowflake in a pop-up. |
| Salesforce | Sign in to Salesforce in a pop-up; Business 360 discovers your objects. |
| Tableau | Server URL, a personal access token (name and secret) and, optionally, the site content URL. |
| Microsoft Fabric | The SQL endpoint and the Lakehouse or Warehouse name. |
| SQL Server, PostgreSQL, MySQL, Oracle, Amazon Redshift | Host, port, username, password and database (service name for Oracle). |
| Files | CSV, Excel or Tableau Hyper files, added to a connection alongside other sources. |
Use a read-only database account. Business 360 only needs to read data to answer questions.
Choosing a mode
| Mode | How it works | Best for |
|---|---|---|
| In Memory | Your database tables and uploaded files are loaded into memory and can be joined for cross-source analysis. Up to 50 MB. | Smaller datasets, combining several sources. |
| Direct SQL | Data stays in the source system; queries run live against it and nothing is copied. No size limit; one database per connection. | Large or frequently changing data. |
Adding a connection
Go to Admin → Manage Data Connection and click Add Connection. The wizard walks you through:
- Basics — a name, an optional description (what it's for and who should use it), and the mode.
- Choose source — pick one of the sources above.
- Configure — enter connection details. Business 360 tests the connection and discovers your tables.
- Tables & security — choose which tables and columns Business 360 may use. For Direct SQL on relational databases, add a data dictionary describing tables and columns.
- Context — explain the data in plain language so answers use your terminology.
- Schedule refresh — for In Memory connections, refresh the data every day at a time you choose.
- Review & save.
New connections aren't visible to users with the User role until you grant access — see Data access.
Managing connections
Manage Data Connection has three tabs: Connections (edit or remove), Scheduled Refreshes and Statistics.