> ## Documentation Index
> Fetch the complete documentation index at: https://support.detrics.io/llms.txt
> Use this file to discover all available pages before exploring further.

# View and Manage Connections

> Learn how to view, manage, and control access to your data source connections in Detrics

<Info>**Last updated:** November 21, 2025</Info>

The Data Sources page is your central hub for managing all connections between Detrics and your data sources. Here you can view connection details, manage access permissions, reconnect expired credentials, and control how your team collaborates on data connections.

## Quick Navigation

Jump to the section you need:

* [Understanding Connection Details](#understanding-connection-details)
* [Managing Connection Access](#managing-connection-access)
* [Reconnecting Data Sources](#reconnecting-data-sources)
* [Replacing Connections](#replacing-connections)
* [Sharing Authentication Links](#sharing-authentication-links)
* [Archiving Connections](#archiving-connections)
* [Viewing Associated Accounts](#viewing-associated-accounts)
* [Connecting New Data Sources](#connecting-new-data-sources)

***

## Understanding Connection Details

When you expand a data source, you'll see a detailed table with all connections for that platform.

### Connection Information Displayed

Each connection row shows:

#### Data Source Login

The email, username, or account identifier used to authenticate with the platform. This helps you identify which account was connected.

<Info>
  **What you'll see:** For most platforms, this is the email address or account
  name. For e-commerce platforms like Shopify, it's the store name.
</Info>

#### Accounts

The number of accounts or ad accounts associated with this connection. Click the account badge to view detailed information about each account.

<Note>
  **Not all platforms show accounts:** Single-account platforms like Stripe and
  Shopify don't display the accounts column since each connection represents a
  single account.
</Note>

#### Scheduled Queries

Shows how many scheduled queries are using this connection. Click the badge to navigate directly to the Scheduled Queries page filtered by this connection.

#### Added By

The team member who originally connected this data source to your workspace. This helps track connection ownership and accountability.

#### Last Activity

Timestamp showing when the connection was last used or modified. This updates when:

* A query executes using this connection
* The connection is reconnected
* Account selections are modified
* Permissions are changed

#### Sharing Status

Icons indicating access permissions:

* **No icon** - Private connection (only you can access)
* **Users icon** - Shared with entire team
* **Lock icon** - Restricted access (shared with specific users only)

***

## Managing Connection Access

Control who can access and use your connections through the sharing and permissions system.

### Opening the Sharing Menu

1. Expand the data source to view its connections
2. Click the three-dot menu (⋮) on the connection row
3. Select **"Manage sharing"**

### Sharing Options

<AccordionGroup>
  <Accordion title="Public Connection">
    Everyone in the workspace can use the connection to create queries. Only connection owners and workspace owners can replace, re-connect, archive and manage sharing.
  </Accordion>

  <Accordion title="Restricted Access">
    Share with specific team members only.

    **How to set up:**

    1. Open the actions menu
    2. Select "Manage sharing"
    3. Choose specific users from your workspace
    4. Click "Save"

    **Use case:** Client-specific accounts or sensitive data sources that only certain team members should access.
  </Accordion>
</AccordionGroup>

<Info>
  Learn more about connection permissions and roles in [Learn about shared and
  private connections](/workspace/shared-private-connections).
</Info>

***

## Reconnecting Data Sources

When a connection's credentials expire, you'll need to reconnect to restore access.

### When to Reconnect

You'll see a **"Reconnect Required"** status when:

* OAuth tokens have expired (on Meta's case after 60 days)
* Passwords were changed on the source platform
* Platform security settings were updated
* Access was revoked and needs to be re-granted

### How to Reconnect

<Steps>
  <Step title="Open the connection menu">
    Click the three-dot menu (⋮) next to the connection that needs reconnection.
  </Step>

  <Step title="Select 'Reconnect'">
    Click **"Reconnect"** from the dropdown menu.
  </Step>

  <Step title="Authenticate">
    You'll be redirected to the platform's login page. Sign in with **the same credentials** used for the original connection.

    <Warning>
      **Important:** You must use the same account credentials.
    </Warning>
  </Step>

  <Step title="Grant permissions">
    Approve the authorization request to allow Detrics to access your data.
  </Step>

  <Step title="Confirm success">
    You'll see a success message. Any paused queries using this connection will automatically resume.
  </Step>
</Steps>

<Tip>
  **Automatic resume:** When you reconnect a data source, any scheduled queries
  that were automatically paused due to the expired connection will resume and
  run on their next scheduled time.
</Tip>

***

## Replacing Connections

Replace an existing connection with a new one while automatically migrating all associated queries.

### When to Replace

Use connection replacement when you need to:

* Switch to a different account permanently
* Consolidate queries from multiple connections
* Update to a connection with different account access
* Transfer queries from an old connection to a new one

### How to Replace a Connection

<Steps>
  <Step title="Open connection menu">
    Click the three-dot menu (⋮) on the connection you want to replace.
  </Step>

  <Step title="Select 'Replace connection'">
    Choose **"Replace connection"** from the menu.

    <Note>
      **Not available for all platforms:** Single-account platforms (Stripe, Shopify, TiendaNube, WooCommerce) don't support connection replacement since each connection represents one account.
    </Note>
  </Step>

  <Step title="Choose replacement connection">
    A dialog will show all available connections for that platform. Select the
    connection you want to use as the replacement.
  </Step>

  <Step title="Confirm replacement">
    Review the changes and click "Replace". All queries using the old connection
    will be automatically updated to use the new connection and account selection.
  </Step>
</Steps>

<Warning>
  **This action cannot be undone:** Once you replace a connection, all
  associated queries are immediately updated. Make sure you've selected the
  correct replacement connection and accounts.
</Warning>

***

## Sharing Authentication Links

Generate temporary authentication links to help clients and external stakeholders connect their own data sources without sharing credentials.

### How It Works

Authentication links allow external actors to:

* Connect their own account for the same platform
* Authenticate without sharing passwords
* Add their connection to your company's workspace

### Generating a Share Link

<Steps>
  <Step title="Expand the data source">
    Click on the platform card to expand and view connections.
  </Step>

  <Step title="Click 'Share authentication link'">
    You'll find this button in the top-right of the connections table.
  </Step>

  <Step title="Link generated and copied">
    A unique link is automatically generated and copied to your clipboard. You'll
    see a success message confirming this.
  </Step>

  <Step title="Share with external">
    Send the link via email, Slack, or your preferred communication channel.
  </Step>

  <Step title="External authenticates">
    When they click the link, they'll be guided through the authentication flow to connect their own account. You'll receive an email with confirmation.
  </Step>
</Steps>

<Info>
  **Link expiration:** Authentication links are valid for 7 days. After that,
  you'll need to generate a new link.
</Info>

<Tip>
  **Use case:** Perfect for sending over to your clients, avoiding requests for
  admin priviliges on datasources.
</Tip>

***

## Archiving Connections

Archive connections you're no longer actively using to keep your workspace organized.

### When to Archive

Consider archiving when:

* A client project has ended
* You've replaced the connection with a new one
* The account is no longer accessible
* You want to declutter without permanently deleting

### How to Archive

<Steps>
  <Step title="Open connection menu">
    Click the three-dot menu (⋮) on the connection you want to archive.
  </Step>

  <Step title="Select 'Archive connection'">
    Click **"Archive connection"** from the dropdown menu.
  </Step>

  <Step title="Confirm archive">
    The connection will be moved to archived status and hidden from the main view.
  </Step>
</Steps>

### Viewing Archived Connections

<Steps>
  <Step title="Expand the data source">
    Click on the platform card that contains archived connections.
  </Step>

  <Step title="Show archived toggle">
    If you have more than 5 connections for that platform and some are archived,
    you'll see a checkbox at the top of the table: "Show archived connections".
  </Step>

  <Step title="Enable the toggle">
    Check the box to reveal archived connections alongside active ones.
  </Step>
</Steps>

### Unarchiving a Connection

1. Show archived connections using the toggle
2. Find the archived connection
3. Click the three-dot menu (⋮)
4. Select **"Unarchive connection"**
5. The connection returns to active status

<Warning>
  **Queries remain linked:** Archiving a connection doesn't remove it from
  scheduled queries. If a query is still using an archived connection, it will
  continue to work but you might want to update it to use an active connection.
</Warning>

***

## Viewing Associated Accounts

For platforms that support multiple accounts (like Facebook Ads or Google Ads), view detailed information about all accounts associated with a connection.

### Accessing Account Details

<Steps>
  <Step title="Expand the data source">
    Click the platform card to view its connections.
  </Step>

  <Step title="Click the accounts badge">
    In the "Accounts" column, click the badge showing the number of accounts
    (e.g., "5 accounts").
  </Step>

  <Step title="View account information">
    A dialog opens displaying:

    * Account names
    * Account IDs
    * Account status (active, missing, etc.)
    * Which accounts are being used in active queries
  </Step>
</Steps>

### Understanding Account Status

<AccordionGroup>
  <Accordion title="Active Accounts">
    Accounts currently available and accessible through the connection. These can be used in queries.
  </Accordion>

  <Accordion title="Missing Accounts">
    Accounts that were previously available but are no longer accessible. This happens when:

    * Access was revoked on the platform
    * The account was deleted
    * Permissions changed

    <Info>
      **What to do:** Reconnect the data source or contact the account owner to restore access.
    </Info>
  </Accordion>

  <Accordion title="Active in Queries">
    The modal highlights which accounts are actively being used in your scheduled queries, helping you understand dependencies before making changes.
  </Accordion>
</AccordionGroup>

<Tip>
  **No accounts showing?** If you've just connected, it can take a few minutes
  for the platform to sync and load accounts. Refresh the page after a short
  wait.
</Tip>

***

## Connecting New Data Sources

Connect additional platforms that you haven't used yet in your workspace.

### Available Data Sources

Scroll down past your connected data sources to see the **"Connect to new data source"** section. This displays all Detrics connectors you haven't connected yet.

### Connecting a New Source

<Steps>
  <Step title="Find the platform">
    Browse or search for the data source you want to connect.
  </Step>

  <Step title="Click the platform card">
    Click anywhere on the card for the platform you want to connect.
  </Step>

  <Step title="Authenticate">
    You'll be redirected to the platform's login page. Sign in with your
    credentials.
  </Step>

  <Step title="Grant permissions">
    Approve Detrics' access request to allow data retrieval.
  </Step>

  <Step title="Connection created">
    Your new connection appears in the "Connected data sources" section and is ready to use in queries.
  </Step>
</Steps>

<Note>
  **Supported platforms:** Detrics supports 30+ data sources including Google
  Ads, Facebook Ads, LinkedIn Ads, TikTok Ads, Instagram Insights, Google
  Analytics 4, Shopify, Stripe, and more.
</Note>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Connection shows 'No Access'">
    This means the connection is restricted and hasn't been shared with you. Contact the connection owner (shown in "Added by") or your workspace administrator to request access.
  </Accordion>

  <Accordion title="Accounts not loading">
    If you see "No accounts" after connecting: 1. Wait a few minutes for the
    platform to sync 2. Refresh the page 3. If still no accounts appear, try
    reconnecting 4. Contact support if the issue persists
  </Accordion>

  <Accordion title="Can't find a connection">
    * Use the search bar to search by name, email, or ID - Check if the connection
      is archived (enable "Show archived connections") - Verify you're looking at
      the correct data source platform - Confirm the connection wasn't deleted by
      another team member
  </Accordion>

  <Accordion title="Reconnection fails">
    If reconnection doesn't work: - Ensure you're using the same credentials as
    the original connection - Clear your browser cache and cookies - Check if you
    have the necessary permissions on the source platform - Contact
    [support@detrics.io](mailto:support@detrics.io) if problems continue
  </Accordion>

  <Accordion title="Connection replacement not available">
    Connection replacement is not available for single-account platforms:

    * Stripe
    * Shopify
    * TiendaNube
    * WooCommerce

    For these platforms, you'll need to create a new connection and manually update your queries.
  </Accordion>
</AccordionGroup>

***

## Next Steps

Now that you understand how to manage connections, learn about:

* **[Shared and private connections](/workspace/shared-private-connections)** - Understand roles, permissions, and collaboration features
* **[How to automate a query](/data-destination/google-sheets/how-to-automate-a-query)** - Use your connections in scheduled queries

<Tip>
  **Need help?** If you have questions about connection management, reach out to
  [support@detrics.io](mailto:support@detrics.io) or use the chat widget in the bottom-right corner.
</Tip>