Pick tables and columns in the connector workspace
The connector workspace is where you choose what a connector reads before you save it as a dataset. It opens when you connect a source (see Connect a database or app) and is a page in the Data Library (Data → Connections). It has three parts: on a narrow screen they appear as the tabs Tables, Your table and Chat; on a wide screen they sit side by side.
Tables: what the connection can read
Tables lists the tables, objects, endpoints or files the connection can read. Use Filter tables to narrow it.
| Source | Click a table to |
|---|---|
| Database | Open its rows with the query that read them above. See Query a database and choose how it refreshes. |
| Cloud app (CRM, marketing, accounting, analytics) | See its columns and sample rows, then tick the columns you want. Ticked columns gather in Your table. |
| Drive or file server | Browse the folders and open a file. A spreadsheet opens to its tabs. If a file can't open in the panel yet, ask the agent in the chat to import it. |
What each table status means
| Status | What it means |
|---|---|
| Returned rows | The table was read and returned rows |
| Read, and it has no rows yet (empty) | The table was read but is empty |
| 403: this key can’t read it | The route exists, but your key has no access. An admin of the source can grant it, or use Copy a note for the HubSpot admin. |
| 404: not found | The vendor may not offer it, or it has another name. Click Refresh list, or ask the agent. |
| Needs your account ID to read it (names the input it needs) | The table needs an input, such as an ID: tell the agent, or answer its question |
| per record | "Read once for each row of its parent table", for example the line items of each invoice |
| Not tried yet | Not read yet. Tables listed from the vendor's guide show a line such as From the HubSpot guide · not read yet. |
| Failed when tried (Error) | Reading it failed |
Find a missing table with Refresh list
- Click Refresh list.
- In Refresh the list of HubSpot tables, optionally type the tables you want under Tables to look for (for example,
invoices). - Click Refresh.
The agent searches the source's documentation for more tables, then reads each one with your key. You can keep working meanwhile. New tables appear under Just found. If nothing new turns up, you see "Nothing new found. The chat says why." and can click Ask the agent to find them or Copy a note for your admin.
Your table: the dataset you are building
Your table has one column for each column you ticked, and each header shows its source table. Click a column's name to rename it. Click Preview 100 rows to see sample rows before you save.
Join columns from a second table
When you tick columns from a second table, Mammoth joins it to the main table on a shared key. A line under Your table names the join and the match count, such as Owners joined on Owner ID and 812 of 830 rows matched.
- If only part of the table has been read, the line says the save joins every row.
- Click Change to pick another key. Each option shows how many rows it would match.
- If no column links the tables, you see, for example, "Owners isn’t joined to the main source yet".
Start from a sample table
If Your table is empty, click Use a sample table, or drop a CSV, TSV or Excel file with a header row shaped like the table you want. Mammoth looks for each column in the source, by name and by matching values, and shows the result, such as 12 of 14 columns of HubSpot found. Columns it can't find are marked not found.
When a column can't be found
A card explains why, such as Amount: not found., or that your key can't reach that part of the source.
| Option | What it does |
|---|---|
| Find it in HubSpot | Asks the agent to look for the column in another part of the source |
| Fill from a report export | Drop a CSV or Excel export with the column and a column to match rows on. Mammoth shows "Matched 812 of 830 rows on Deal ID." |
| Copy a note for the HubSpot admin | Copies a request asking the source's admin to give your key access |
| Save 5 columns now | Saves the dataset without the missing column |
Columns filled from a file stay as uploaded; the other columns refresh from the source.
Chat: ask the agent for tables and columns
This connector's chat answers questions about what a source returns and can pick tables and columns for you. Ask it what you want in the table. Clicks you make in Tables show up in the chat. On a database, the chat starts closed: click Ask AI to open it.
When Your table is ready, click Save as dataset (see Save the data as a dataset).
Related
- Connect a database or app: open the launcher, connect, and save the dataset.
- Query a database and choose how it refreshes: the SQL view for database tables.
- REST API: how the agent builds a connector from API documentation.
- Manage saved connections: reuse, edit and delete connections.
Something wrong? support@mammoth.io