📌 Summary

<aside> 💡 Databases in cofi.ai act as the central hub where data from multiple systems or files is unified, structured, and prepared for analysis. To make your database useful, you’ll need to connect it with one or more sources—these are the origins of your data, such as ERPs, CRMs, financial models, or CSV uploads.

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✅ Considerations

• Centralize data – Bring together inputs from multiple systems into one consistent workspace.
• Keep data fresh – Schedule recurring imports or syncs from live systems.
• Enable comprehensive analysis – Combine operational, financial, and external data for a complete picture.

🔌 Supported Source Types

• Connections – Direct integrations with platforms like ERP, CRM, or data warehouses. These can be real-time or scheduled.
• CSV Uploads – Flat files that resemble Excel or Google Sheets. Useful for one-off or supplemental data.
• Mapping Sources – Special sources used to standardize categories (e.g., account mappings, region mappings).

➡️ How to Add a Source

1. Navigate to Database > Sources.
2. Click Add New Source to Database.
3. Select the desired source from the dropdown list.
4. Configure connection details:
   • For connections – Provide credentials, API keys, or integration parameters.
   • For CSVs – Upload the file and define column headers.
   • For mappings – Choose the mapping file or dataset to align categories.
5. Save your source.
6. Confirm the source has a status of OK (green) under the database sources list.

🛠️ Managing Sources

• Status Indicators – Each source displays “OK” or “Error” along with timestamps for the last update.
• Reprocess – Trigger a reprocessing if data changes need to be reflected.