# Guandata Integration

## Preparation

Before connecting to a PostgreSQL database, ensure you have collected the following information:

* Database version (minimum requirement: PostgreSQL ≥12.5)
* IP address and port number of the database server
* Database name
* Database username and password
* Connection method
* Schema name (optional)

## Connection Steps

### Creating a Data Connection Account

1. Log in to Guandata BI.
2. Navigate to **"Data Center" > "Data Accounts"** and click **"New Data Account"**.
3. In the pop-up window, select **"PostgreSQL"** as the account platform.

<figure><img src="/files/Idcnwsq3im3spaNkEkvK" alt=""><figcaption></figcaption></figure>

### **Creating a Dataset**

**Selecting the Connector**

1. Go to **"Data Center" > "Datasets"**, then click **"+ New Dataset"**.
2. Choose **"Database"** as the data source type.
3. In the **"Select Connector"** step, choose **"PostgreSQL"**, then click **Next**.

<figure><img src="/files/550UP6JLlbduWHoWM3k9" alt=""><figcaption></figcaption></figure>

### **Selecting Data Tables**

1. Select an existing data account from the dropdown menu.
2. Choose the desired database table.&#x20;

Once data preview is successful, proceed to the next step.

<figure><img src="/files/ena7NLroJeV3FRTgTeHP" alt=""><figcaption></figcaption></figure>

### **Database Connection and Update Settings**

Guandata supports two types of database connections: **Direct Connection** and **Guan-Index**. In our case, please choose Direct Connection.

### **Confirming Dataset Information**

At this stage, users can finalize the dataset name, storage location, and field settings.

* **Dataset Name & Storage Location**: Assign a clear and recognizable name to the dataset and choose where to store it. After confirmation, the dataset will appear in **"Data Center" > "Datasets"**. (For Guan-Index datasets, there may be a delay before data extraction is complete).
* **Field Renaming**: Users can rename fields by clicking the dropdown arrow next to the field name.

### **Using the Dataset**

Once the dataset is created, users can immediately utilize it for visualization and analysis. Additional dataset settings and management options are available—refer to the **"Dataset"** documentation for more details.


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