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BonData connects to 43+ systems — CRMs, databases, warehouses, project management tools, support platforms, spreadsheets, and more. No custom integration code required.

Connect a data source

1

Open the Integrations page

Go to Data > Integrations in the sidebar.
2

Select an integration

Under Add Data Source, find and click the integration you want. Use the search bar to filter.
3

Authenticate

Follow the on-screen instructions. Most integrations support OAuth or API key authentication.Use credentials with the right level of access:
  • Read-only — sufficient for monitoring and reporting
  • Read/write — required if you plan to create or update records via Agents
4

Choose a data warehouse (optional)

Expand the Advanced section at the bottom of the configuration dialog. Under Data Warehouse, select where this integration’s data should be stored.By default, data goes to Bondata Cloud — the built-in warehouse included with your account. If your organization has connected external warehouses (PostgreSQL or Snowflake), they’ll appear here as well.
You can connect the same system multiple times — for example, separate Salesforce sandbox and production environments, or multiple Snowflake connections with different permissions.

Add entities

An entity is a table, object, or dataset within your connected system (e.g., a Salesforce object, a database table, or a CSV file).

SaaS integrations

For systems like Salesforce, standard objects are included automatically. To add custom objects:
  1. Click New at the top of the entity list
  2. Search for the object name
  3. Click Add

Databases, sheets, and CSVs

Click New to browse tables, upload CSV files, or provide a Google Sheets / SharePoint link. Each entity needs a primary key. BonData auto-detects fields that are both present in all rows and unique. You can also combine multiple fields into a composite key (e.g., First Name + Last Name + Company).

What’s next

Review and confirm Bonds

See how BonData discovers connections between your systems.