> ## Documentation Index
> Fetch the complete documentation index at: https://canopy.wnstn.space/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting Your First Data Source to Cano Analytics

> Walk through connecting your first external database or SaaS tool to Cano Analytics, from entering credentials to configuring your sync schedule.

This guide walks you through connecting your first external data source to Cano Analytics. Whether you're linking a PostgreSQL database, a cloud warehouse like BigQuery, or a SaaS tool like Stripe, the process follows the same straightforward steps — you'll be running cross-source queries in minutes.

## Connect Your Data Source

<Steps>
  <Step title="Open Data Sources settings">
    In the Cano Analytics app, navigate to **Settings → Data Sources** from the left sidebar.
  </Step>

  <Step title="Add a new source">
    Click the **+ Add Data Source** button in the top-right corner of the Data Sources page.
  </Step>

  <Step title="Select your source type">
    Browse or search the integration list and click the source you want to connect — for example, **PostgreSQL**, **Snowflake**, or **Stripe**.
  </Step>

  <Step title="Enter connection credentials">
    Fill in the credentials required for your source type:

    * **Databases & Warehouses** — provide the host, port, database name, username, password, and SSL mode.
    * **SaaS Integrations** — authenticate via OAuth (you'll be redirected to the provider's login) or paste in an API key, depending on the integration.

    See the example form values for PostgreSQL below.
  </Step>

  <Step title="Test the connection">
    Click **Test Connection**. Cano attempts to reach your source using the credentials you entered and reports back whether the connection succeeded. If the test fails, double-check your credentials and make sure Cano's egress IPs are allowlisted in your firewall (see the note below).
  </Step>

  <Step title="Save the source">
    Once the connection test passes, click **Save** to add the source to your workspace.
  </Step>

  <Step title="Configure your sync schedule">
    After saving, you're prompted to set a refresh schedule — choose how often Cano should sync data from this source. See [Configuring Data Refresh and Sync Schedules](/docs/data-sources/data-refresh) for the full list of options.
  </Step>
</Steps>

## PostgreSQL Connection Example

The form below shows a typical set of values when connecting a PostgreSQL database:

```text PostgreSQL Connection Form theme={null}
Host:         db.yourcompany.com
Port:         5432
Database:     production
Username:     cano_readonly
Password:     ••••••••••••
SSL Mode:     require
```

<Tip>
  Create a dedicated read-only database user for Cano Analytics. This limits the permissions Cano needs and makes it easy to audit or revoke access later.
</Tip>

## IP Allowlisting

<Note>
  If your database or warehouse sits behind a firewall, you need to allowlist Cano Analytics' static egress IPs so that connection tests and scheduled syncs can reach your host.

  The full, up-to-date list of egress IPs for your region is available at **Settings → Data Sources → Egress IPs** inside the Cano Analytics app. You can also contact [support@canoanalytics.io](mailto:support@canoanalytics.io) to request the current IP list for your region.
</Note>

## Credential Security

<Info>
  All connection credentials you enter — including passwords and API keys — are encrypted at rest using **AES-256** encryption. Credentials are never logged or exposed in the Cano interface after the initial save. You can rotate them at any time from **Settings → Data Sources → Edit Source**.
</Info>

## Next Steps

Once your source is connected, explore what you can do with it:

* View the full list of supported integrations and their auth methods → [Supported Integrations](/docs/data-sources/supported-integrations)
* Adjust sync frequency so your dashboards stay current → [Data Refresh & Sync Schedules](/docs/data-sources/data-refresh)