Docs

Documentation

Guides for uploading data, reviewing charts, asking AI questions, connecting sources, and managing your account.

Integrations

Use integrations when the data you want to analyze already lives in a file, cloud storage location, database, or supported business app.

Local files

Available

Upload CSV, XLS, and XLSX files directly from your computer.

URL imports

Available

Import data from a supported URL when the file can be accessed by Chartlet.AI.

Google Sheets

Available

Import Google Sheets from Drive and analyze them like any other dataset.

Google Drive

Connector

Browse supported Drive resources and import CSV, Excel, or Sheets files into a dataset.

S3

Connector

Connect an S3 bucket with IAM keys and import CSV, Excel, or Parquet files.

Read setup guide

PostgreSQL

Connector

Connect to a supported PostgreSQL source for table or query-based imports.

Shopify

Connector

Import store data for product, customer, order, and revenue analysis.

Read setup guide

Amazon S3

Use the S3 connector when files already live in your own bucket. You create least-privilege IAM access keys, connect the bucket in Integrations or Upload, then browse and import supported objects. For bucket prep, IAM policy examples, and AWS documentation links, see the Amazon S3 connector guide.

Shopify

Use the Shopify connector when you want live store data instead of a manual CSV export. You enter your *.myshopify.com domain, approve read-only app access, then import Orders, Order Line Items, Products, or Customers — with optional time filters and scheduled reports. Full steps: Shopify connector guide.

Connector Workflow

  1. Open Integrations or Connectors in the dashboard.
  2. Choose the source type available for your workspace.
  3. Connect or authorize the source if required.
  4. Browse resources and choose what to import.
  5. Review the dataset after processing completes.
  6. Set up sync scheduling only when the connector and plan support it.

Sync Schedules

Some connectors support recurring sync schedules, manual run-now actions, target modes, and optional report emails. Availability can depend on the connector, workspace plan, and quota.

What Not To Assume

If a connector is not visible or available in your dashboard, treat it as unavailable for your workspace. This guide documents current public workflows only, not roadmap connectors.