Identify Your Data Sources:
BonData seamlessly unifies your organization's data, transforming disparate sources into a cohesive ecosystem—without the usual headaches of complex custom integrations. Quickly and securely connect a wide variety of data sources, including popular CRMs, ERPs, databases, data warehouses, project management platforms, support tools, CSVs, Google Sheets, and even custom-built systems. Whether it's Salesforce, Jira, Zendesk, Snowflake, or your own internal tools, BonData simplifies the integration process, creating a holistic view of your data landscape. No extensive coding or IT resources required—just connect, authenticate, and let BonData handle the rest.
Connect Systems:
Navigate to Data > Integrations tab in the side menu.
Under the Add Data Source section, look up the integration you wish to start with and click it. You can use the search bar for easier navigation.
Follow the on-screen instructions to authenticate (authentication is available via OAuth or API key).
Use credentials with appropriate permissions:
View Permissions for reading data.
Edit Permissions if you plan to create or modify records using BonData’s playbooks.
Authentication Best Practices:
Ensure the user credentials you use have access to the relevant data.
Consult your IT or system administrator if additional permissions are required.\
Note: you can create more than one integration for the same system (E.g. Salesforce Sandbox & Production, or 2 different Snowflake integrations with different credentials/permissions).
Adding Entities to your Integration:
If your integration is a SaaS system, the standard objects will appear on the left panel - see example from Salesforce below.
When clicking an object on the left, you will see a table representing all the fields (labels, API names and field types) in the relevant object.
If you wish to add a custom object to BonData, click "New" and look for the relevant object in order to add it.
For integrations such as databases, sheets or CSVs, you will be required to add the relevant entities by clicking New, and then browsing for your relevant table, uploading a CSV file or providing a sheet link (e.g. Google Sheets or Sharepoint).
Upon selecting/uploading the relevant entity, you will be required to give the entity a name and select/approve the primary key. BonData auto-detects fields that may and may not be considered as primary keys, by checking whether they are available for all rows and are unique. A combination of multiple fields can be selected as a primary key (E.g. First Name + Last Name + Company)