Sign-Up Method
Choose your account path: sign up with Google or complete the sign-up form with email details.
Self-Serve Onboarding
Start with Sign Up, Plan Selection, and Then Your Datasource
You do not need to run infrastructure locally. Start in the product, connect your first datasource, validate access, and build your first dashboard.
No Local Backend SetupDatasource-First OnboardingGuided Validation Flow
Before You Begin
Plan Readiness
Decide your initial usage tier based on connector needs and expected data volume.
Datasource Credentials
Prepare read access credentials for your source before opening the connector setup flow.
Self-Serve Onboarding Flow
1
Sign Up to DataToInsights
Create your account using Google sign-up or the standard sign-up form, then verify email and access your workspace.
2
Select a Plan
Choose a plan tier using a generic onboarding path: Free for trial, Pro for team analytics, Enterprise for governed scale.
3
Add Your Datasource
Choose connector type (for example PostgreSQL, SQL Server, Snowflake, CSV, Excel, Google Drive) and enter required fields.
4
Test and Preview
Run connection test, inspect schemas/tables/files, and preview records before enabling extraction and dashboarding.
Build Your First Dashboard
- Open clean data preview after extraction completes.
- Create your first metric tiles and pin cards to dashboard.
- Review generated lineage and available insights/DQ outputs.
- Share dashboard with your team and iterate on connector coverage.
Platform Requirements (Customer-Facing)
- Allow outbound connectivity from DataToInsights runtime to your datasource endpoint.
- If datasource is private, provide bastion details or private network access path.
- Use a least-privilege read-only account for initial onboarding.
- Keep secrets in your workspace connection configuration only; never in shared documents.
Need private network help? Continue to the Bastion Connection guide.