<h2 id="3liafk4zzlz" data-toc-id="3liafk4zzlz">Here’s what you need in order to get started with Kaivo</h2><ul data-type="taskList"><li data-checked="false" data-type="taskItem"><label><input type="checkbox"><span></span></label><div><p>Create an account to Kaivo or <a target="" rel="noopener noreferrer nofollow" class="link" href="https://app.kaivo.io/auth/login">login</a>.</p></div></li><li data-checked="false" data-type="taskItem"><label><input type="checkbox"><span></span></label><div><p>(Make sure you have appropriate rights to the desired data source. Each data connector page guides you through on what level of rights is needed)</p></div></li><li data-checked="false" data-type="taskItem"><label><input type="checkbox"><span></span></label><div><p>Connect your first data source</p></div></li><li data-checked="false" data-type="taskItem"><label><input type="checkbox"><span></span></label><div><p>(Optional) Create a service account (non-Google users): if logged with an email that is not connected to a Google account, you need to create a service account in order to connect to your data [link to Service accounts page]</p></div></li><li data-checked="false" data-type="taskItem"><label><input type="checkbox"><span></span></label><div><p>Connect the data into your desired data tool (BI, AI, Spreadsheet, Transformation tool)</p></div></li><li data-checked="false" data-type="taskItem"><label><input type="checkbox"><span></span></label><div><p>(Optional) Connect more data sources</p></div></li><li data-checked="false" data-type="taskItem"><label><input type="checkbox"><span></span></label><div><p>(Optional) Check pipeline health</p></div></li></ul><p></p>

This article is a checklist for new users on which steps they need to take in order Kaivo to work as intended.

Checklist for new users

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Roadmap

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Aapo Mannismäki

Start here to understand what Kaivo does and how it fits into your data stack

Overview

This article tells you in a nutshell what Kaivo is and what it does

Introduction to Kaivo

Overview of the key concepts that Kaivo consists of

Core Concepts

This article describes a key concept in Kaivo: a workspace.

Workspace

This article describes a key concept in Kaivo: a data connector.

Data connector

This article describes what a data source is and means in Kaivo context.

Data source

This article describes what a data warehouse is, why your business needs one, and how Kaivo makes it easy to have your own.

Data warehouse

This article describes what a data tool is in Kaivo context.

Data tool

This article describes what is a service account in Kaivo and why you might need to create one.

Service account

This page describes a very valuable part of any data tool - how is my data secured in this tool. This article gives you all the details you need about Kaivo's security.

Security

Getting Started

A step-by-step example on how to setup a connector in Kaivo using Google Search Console as an example.

Setup Connector

This page is a step-by-step guide on how to set up a service account in Kaivo.

Setup Service Account

This page gives you an overview on how to connect your data to your data tool after you've synced it in Kaivo. There are tool-specific guides created as well on more detailed instructions.

Connect your Data Tool

This article is a step-by-step guide on how to create a new workspace in Kaivo.

Create Workspace

Practical guides on how you can setup and manage your Kaivo

Setup and Manage

This page is a guide on how to manage your existing data connectors in Kaivo like on how to edit the data sync schedule or how to access BigQuery through Kaivo UI.

Managing connectors

Detailed instructions on how you can connect you BI, AI, spreadsheet and data modeling tools to Kaivo.

Using Data Tools

Instructions on how to connect Claude to Kaivo.

Connecting Claude to Kaivo

This article is a step-by-step guide on how to connect Kaivo to Data studio.

Connecting Data Studio to Kaivo


This article is a step-by-step guide on how to connect Kaivo to your Power BI using Google account authentication.

Connecting Power BI to Kaivo

A step-by-step guide for connecting Tableau to your Kaivo-managed BigQuery data warehouse. This guide is split into two clear options to show you both options - Google account authentication and Service account authentication.

Connecting Tableau to Kaivo

A step-by-step guide on how to connect Google Sheets to Kaivo managed BigQuery.

Connecting Google Sheets to Kaivo

This article is a step-by-step guide on how you can connect Kaivo to Preset.

Connecting Preset to Kaivo

This page tells you what you need in order to connect dbt Cloud to Kaivo.

Connecting dbt Cloud to Kaivo

A step-by-step guide on how to connect Metabase to your Kaivo data

Connecting Metabase to Kaivo

A step-by-step guide on how to connect ThoughtSpot to your Kaivo-managed data warehouse

Connecting ThoughtSpot to Kaivo

A step-by-step guide on how to connect Excel to your Kaivo data. ODBD driver needs to be installed locally in order to get it working.

Connecting Excel to Kaivo

A step-by-step guide for connecting Tableau to your Kaivo-managed BigQuery data warehouse split into Google Account authentication and Service Account authentication.

Connecting Qlik Sense to Kaivo

Lauri Raivio

Guidance and documentation for connecting any data source on Kaivo

Connectors

Set up the Demo connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Demo connector

Set up the Google Sheets connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Google Sheets connector

Set up the Google Ads connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Google Ads connector

Set up the Gmail connector in Kaivo: authentication, configuration, the 8 BigQuery tables it syncs, and answers to common questions.

Gmail connector

Set up the Custobar connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Custobar connector

Set up the Google Search Console connector in Kaivo: authentication, configuration, the 14 BigQuery tables it syncs, and answers to common questions.

Google Search Console connector

Set up the HubSpot connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

HubSpot connector

Set up the Adform connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Adform connector

Set up the Amplitude connector in Kaivo: authentication, configuration, the 6 BigQuery tables it syncs, and answers to common questions.

Amplitude connector

Set up the Attio connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Attio connector

Set up the Auth0 connector in Kaivo: authentication, configuration, the 5 BigQuery tables it syncs, and answers to common questions.

Auth0 connector

Set up the PayPal Enterprise Payments connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

PayPal Enterprise Payments connector

Set up the Calendly connector in Kaivo: authentication, configuration, the 6 BigQuery tables it syncs, and answers to common questions.

Calendly connector

Set up the Chargebee connector in Kaivo: authentication, configuration, the 27 BigQuery tables it syncs, and answers to common questions.

Chargebee connector

Set up the ChartMogul connector in Kaivo: authentication, configuration, the 6 BigQuery tables it syncs, and answers to common questions.

ChartMogul connector

Set up the ClickUp connector in Kaivo: authentication, configuration, the 13 BigQuery tables it syncs, and answers to common questions.

ClickUp connector

Set up the Convex connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Convex connector

Set up the Cuuma connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Cuuma connector

Set up the Dixa connector in Kaivo: authentication, configuration, the 2 BigQuery tables it syncs, and answers to common questions.

Dixa connector

Set up the Fennoa connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Fennoa connector

Set up the Fortnox connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Fortnox connector

Set up the Freshservice connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Freshservice connector

Set up the Genesys connector in Kaivo: authentication, configuration, the 6 BigQuery tables it syncs, and answers to common questions.

Genesys connector

Set up the GitHub connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

GitHub connector

Set up the GitLab connector in Kaivo: authentication, configuration, the 23 BigQuery tables it syncs, and answers to common questions.

GitLab connector

Set up the Gorgias connector in Kaivo: authentication, configuration, the 16 BigQuery tables it syncs, and answers to common questions.

Gorgias connector

Set up the giosg connector in Kaivo: authentication, configuration, the 5 BigQuery tables it syncs, and answers to common questions.

giosg connector

Set up the Google Analytics connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Google Analytics connector

Set up the Greenhouse connector in Kaivo: authentication, configuration, the 36 BigQuery tables it syncs, and answers to common questions.

Greenhouse connector

Set up the Harvest connector in Kaivo: authentication, configuration, the 32 BigQuery tables it syncs, and answers to common questions.

Harvest connector

Set up the Iterable connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Iterable connector

Set up the Jira connector in Kaivo: authentication, configuration, the 56 BigQuery tables it syncs, and answers to common questions.

Jira connector

Set up the Kellokortti connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Kellokortti connector

Set up the Klaviyo connector in Kaivo: authentication, configuration, the 8 BigQuery tables it syncs, and answers to common questions.

Klaviyo connector

Set up the Linear connector in Kaivo: authentication, configuration, the 16 BigQuery tables it syncs, and answers to common questions.

Linear connector

Set up the LinkedIn Ads connector in Kaivo: authentication, configuration, the 18 BigQuery tables it syncs, and answers to common questions.

LinkedIn Ads connector

Set up the LinkedIn Pages connector in Kaivo: authentication, configuration, the 4 BigQuery tables it syncs, and answers to common questions.

LinkedIn Pages connector

Set up the LiveChat connector in Kaivo: authentication, configuration, the 3 BigQuery tables it syncs, and answers to common questions.

LiveChat connector

Set up the M-Files connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

M-Files connector

Set up the Mailchimp connector in Kaivo: authentication, configuration, the 12 BigQuery tables it syncs, and answers to common questions.

Mailchimp connector

Set up the Adobe Marketo Engage connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Adobe Marketo Engage connector

Set up the Microsoft SQL Server connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Microsoft SQL Server connector

Set up the MySQL connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

MySQL connector

Set up the Nepton connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Nepton connector

Set up the NetSuite connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

NetSuite connector

Set up the NetSuite Saved Searches connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

NetSuite Saved Searches connector

Set up the Netvisor connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Netvisor connector

Set up the Pipedrive connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Pipedrive connector

Set up the PostHog connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

PostHog connector

Set up the Postgres connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Postgres connector

Set up the Finago Procountor connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Finago Procountor connector

Set up the PxWeb connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

PxWeb connector

Set up the Recharge connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Recharge connector

Set up the Rentman connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Rentman connector

Set up the Twilio SendGrid connector in Kaivo: authentication, configuration, the 15 BigQuery tables it syncs, and answers to common questions.

Twilio SendGrid connector

Set up the Slack connector in Kaivo: authentication, configuration, the 5 BigQuery tables it syncs, and answers to common questions.

Slack connector

Set up the Stripe connector in Kaivo: authentication, configuration, the 47 BigQuery tables it syncs, and answers to common questions.

Stripe connector: setup, authentication, and schema

Set up the Surveypal connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Surveypal connector

Set up the Teamtailor connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Teamtailor connector

Set up the Extensiv 3PL Warehouse Manager connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Extensiv 3PL Warehouse Manager connector

Set up the Twilio connector in Kaivo: authentication, configuration, the 34 BigQuery tables it syncs, and answers to common questions.

Twilio connector

Set up the X connector in Kaivo: authentication, configuration, the 2 BigQuery tables it syncs, and answers to common questions.

X connector

Set up the Typeform connector in Kaivo: authentication, configuration, the 6 BigQuery tables it syncs, and answers to common questions.

Typeform connector

Set up the Uljas connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

Uljas connector

Set up the WithSecure Provisioning connector in Kaivo: authentication, configuration, the BigQuery tables it syncs, and answers to common questions.

WithSecure Provisioning connector

Set up the WooCommerce connector in Kaivo: authentication, configuration, the 21 BigQuery tables it syncs, and answers to common questions.

WooCommerce connector

Set up the Zendesk Chat connector in Kaivo: authentication, configuration, the 12 BigQuery tables it syncs, and answers to common questions.