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This page covers the data sources that can be connected to WisdomAI, including databases, data warehouses, and Files (PDFs, PPTs, Docs). It outlines the connection requirements, necessary configurations, and troubleshooting tips for seamless integration. WisdomAI works with the following data sources:

Warehouse sources

  • PostgreSQL
  • Microsoft SQL Server
  • Databricks
  • Snowflake
  • Google BigQuery
  • Amazon Redshift
  • ClickHouse (Beta)
  • Trino (Beta)
  • CSV files

File sources

  • Amazon S3
  • Google Cloud Storage (GCS)
  • Azure Blob Storage
  • Direct upload
Supported file types: PDFs, DOC/DOCX files, PowerPoint files, txt files, and images. To learn how to connect to your Data Sources, read the Basic Tutorial: Connect and Test.

Connection Requirements

This section outlines common prerequisites for connecting to data sources. Specific requirements are detailed under each data source.
  • Network Access: Ensure WisdomAI has network access to your database or data warehouse host. This may involve configuring firewall rules or security groups.
  • Authentication Details: You will need the correct credentials (username, password, keys, etc.) for your chosen data source.
  • SSL/TLS Configuration: For secure connections, ensure your database/data warehouse is configured to accept SSL/TLS connections, and configure WisdomAI accordingly (e.g., SSL Mode: require for PostgreSQL).
  • Service Accounts (Google BigQuery): For BigQuery, a Google Cloud service account with appropriate BigQuery permissions is required.
    For PostgreSQL and Amazon Redshift, you can optionally configure an SSH Tunnel to connect through a bastion host.
  • PostgreSQL
  • Microsoft SQL Server
  • Databricks
  • Snowflake
  • Google BigQuery
  • Amazon Redshift
  • CSV Files
The following table lists all the requirements you need to provide when connecting to PostgreSQL.
SSH settings are optional.
RequirementDescription
HostServer address or IP
PortTypically 5432
DatabaseName of the database
UsernameDatabase user with read access
PasswordUser’s password
SSH HostHostname or IP address of the bastion host (Optional)
SSH PortPort number on the SSH host (Optional)
SSH UsernameThe username required to log in to the bastion host (Optional)
Authentication MethodYou can authenticate using either a Private Key or a Password (Optional)
SSH Private Key/PasswordThe Private Key or Password used for the SSH authentication (Optional)
Find below an example connection:
Host: postgres.example.com
Port: 5432
Database: analytics
Username: wisdom_reader
Password: ********
SSL Mode: require

Integrations

Connect WisdomAI to your essential business applications and services to unlock deeper insights from all your data.

ETL Integration for SaaS Applications

WisdomAI works with leading (Extract, Transform, and Load) ETL partners to provide data integration from various SaaS applications. WisdomAI leverages Fivetran or Airbyte to ETL data from SaaS applications into a customer-owned data warehouse, alternatively into a WisdomAI managed BigQuery based analytics environment.

Supported SaaS Data Sources

A non-exhaustive list of SaaS Sources include:
  • CRM tools (Salesforce, Hubspot)
  • Financial systems (Netsuite)
  • Ticketing systems (Jira, Zendesk)
  • Marketing platforms (Google Analytics, Facebook Ads)

Setting Up SaaS Integration

To integrate data from SaaS applications, please contact WisdomAI support at support@askwisdom.ai. Our team will work with you to set up the appropriate ETL pipelines using our partner technologies.

Limits

This section details any known limitations or restrictions when connecting to data sources.
  • File Size: Maximum file size for direct upload is 100MB. For larger files or datasets, consider uploading them to a data warehouse or cloud storage (e.g., Amazon S3, Google Cloud Storage) and connecting WisdomAI to the warehouse/storage.
  • Query Limits: Be aware of any rate limits or query concurrency limits imposed by your database or data warehouse provider. WisdomAI’s queries will contribute to these limits.
  • Data Type Support: While WisdomAI strives to support a wide range of data types, some highly specialized or proprietary data types might require specific handling or may not be fully supported. Contact us if you request any assistance.

Troubleshooting

Understand common problems and systematic troubleshooting techniques that can help you quickly identify and resolve connectivity issues.

Common Connection Issues

IssuePossible CausesResolution
Connection Timeout- Network latency
- Firewall blocking
- Server overload
- Check network connectivity
- Verify firewall rules
- Increase connection timeout setting
Authentication Failed- Incorrect credentials
- Expired API keys/tokens
- Account lockout
- Verify username/password
- Regenerate API keys
- Check account status
Permission Denied- Insufficient privileges
- IP restriction
- Resource access limits
- Update user permissions
- Whitelist IP addresses
- Check resource quotas
For persistent connection issues, contact WisdomAI support at support@askwisdom.ai with the connection ID and error logs for assistance.

Next Steps

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