Skip to main content

Setup Guide

Follow these steps to connect CSV to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type CSV into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Enter the URI for the CSV resource location.
6
(Optional) Enter the FMT. This specifies the file format that the provider uses to parse all text files. The default value is CsvDelimited.
7
(Optional) Toggle on Aggregate Files. This specifies whether the provider aggregates all files with the same schema in the specified folder into a single table called AggregatedFiles.
8
(Optional) Toggle on Include Column Headers. This specifies whether the provider derives column names from the first row of each file.
9
Select the Connection Type, which specifies the file storage service, server, or file access protocol through which your CSV files are stored and retrieved. Then proceed to the relevant section and follow those instructions.

Connection Types

1
Select the AWS Region from the drop-down list. This is the hosting region for your Amazon Web Services.
2
(Optional) Enter the Storage Base URL. This specifies the URL of a cloud storage service provider.
3
Select the Auth Scheme to use when connecting to remote services. Then select the tab for your authentication scheme and follow those instructions.

Authentication Methods

1
Enter the AWS Access Key. This value is accessible from the AWS security credentials page.
2
Enter the AWS Secret Key. This value is accessible from the AWS security credentials page.
3
(Optional) Enter the MFA Serial Number. This is the serial number of the MFA device, if one is being used.
4
(Optional) Enter the MFA Token. This is the temporary token available from your MFA device.
5
(Optional) Enter the Temporary Token Duration. This is the amount of time in seconds the temporary token will last.
6
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and CSV, see this information page.