Connections (sources & destinations)

All source and destination credentials are managed on the Connections page. Routes:

• List: /workspace/connections
• Add (catalog): /workspace/connections/new?role=source or role=destination
• New PostgreSQL (example): /workspace/connections/new/postgres?role=source (or destination)
• Edit: /workspace/connections/[connectionId]/edit

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View all connections

Use All, Sources, or Destinations tabs and the search field to filter. Each row shows connector type, host/database summary, whether it is used in pipelines, and last test status when available.

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Create a connection

1. Click + New Connection.
2. Choose Source or Destination at the top of the catalog (same page supports both roles).
3. Pick a connector (e.g. PostgreSQL under Available now).

4. Fill Connection name, Host, Port, Database, Username, Password, Schema, and SSL mode as required by your provider (Neon, RDS, self-hosted Postgres, etc.).

5. Click Test Connection before Save Connection when you want to validate reachability and credentials without persisting, or save first if your workflow tests after save.

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Validate (test) a connection

• On the create or edit form, use Test Connection.
• From the list, open the row ⋯ menu and choose Test Connection.

Source-only shortcuts (when the row is a SOURCE): the menu also includes Discover Tables and Source configuration — open these after the connection tests successfully. If the test fails, fix host/firewall/SSL/user grants and test again. The list may show a Never tested warning until a successful test has been recorded.

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Example walkthrough: Neon PostgreSQL

The following captures use a Neon branch (ep-nameless-lab-…aws.neon.tech), database neondb, user neondb_owner, SSL required. Credential values are shown only inside the screenshots (not repeated in this page text). Edit source — fill the form, reveal the password field if you need to verify typing, then Test Connection: Successful validation (inline status under Test Connection): Edit destination — toggle Destination on the same PostgreSQL connector type, name the connection (e.g. Neon Destination), use the same host/database/user, test, then Save:

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Discover tables (source)

From a SOURCE row ⋯ menu, choose Discover Tables. The app opens the Neon Source explorer with schemas and tables (cached metadata refreshes on a schedule; use Source configuration for details).

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Edit or update a connection

1. From ⋯ on the row, choose Edit (or open the connection and use the same form).
2. Update fields; Save Connection commits changes. Reset (where shown) discards unsaved edits.

For CDC (PostgreSQL logical replication), use Set up CDC when available after the connection is saved.

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Delete a connection

From the row ⋯ menu, choose Delete and confirm. Do not delete a connection that still backs an active pipeline until you have retargeted or removed that pipeline, or runs may fail with disconnect warnings.

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“Data sources” URLs vs the Connections page

The primary list UI is Connections (/workspace/connections). Some tools (table/query explorer, Discover flows) still use routes under /workspace/data-sources/... after you pick a connection—these are the same saved connections, not a second catalog.