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Getting Started.

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This section will guide you with everything you need to get started with your new Extract account. We'll walk you step-by-step through the process of creating your account, configuring your connections, and navigating the platform's features.

1. Signup into your account​

  • When your user account was created, a personal invite link is generated.
  • This link was provided to you by your account admin, or possibly emailed to you.
  • Click the link to complete your registration.

2. Add a source​

  • Navigate to the Catalog page and select the data source you wish to start syncing.
  • Follow the detailed setup instructions presented on the right side of the page.
  • Click “Save” to finalize the creation of your first data connector.

3. Add a destination​

  • Select your destination from the Catalog page.
  • Follow the detailed setup instructions presented on the right side of the page.
  • Click “Save” to finalize the creation of your first data connector.

4. Create a connection​

  • Navigate to the Connections tab within your platform and click the "Create Connection" button located in the top right corner.
  • Select the data source you want to connect.
  • Once you've selected your data source, choose the destination where you want the data to be loaded.
  • Follow the connection setup form where you can determine the Pull Schedule, specify the Historical Backfill import and target your schema within your chosen destination.
  • Click "Continue Setup"

5. Configure data streams​

  • Head over to the "Streams" tab and Select the specific data streams (subsets of data) you want to import from the source. You can keep the pre define set of data sreams already selected, or modify the selection. (Dont forget to save your changes!)
  • (Optional) For each activated data stream, you can further customize your connection and Define load and extract modes.

6. Initiate your first Run​

  • Click the "Initiate First Run" button located in the upper right corner of the screen.
  • This will initiate your first conection run, according to your connection settings and streams selection.
tip

Check our our logs under the connection "Runs" tab, where you can see exactly what API calls we’re making, how we’re interacting with databases, how we’re parallelizing tasks, and how long it takes for every single step of the pipeline to run.

You are all set!​

  • Your connection will continue running according to your connection settings!
  • You can always click the “Run Now” Button to initiate a manual run or a customized one.