How to Connect to MySQL and Manage Your Dataset

Connecting a MySQL database to your project is a key step in leveraging the powerful capabilities of Streamline. This guide walks you through how to connect a MySQL data source and create datasets that can be used across your workflows.

Note: This article is specific to MySQL. If you're working with a different database type, check our Data Source Library for platform-specific instructions.

Part 1: Connect to a MySQL Data Source

Step 1: Go to the Integrations Page

From your dashboard, go to the Integrations section on the left. Click + Add New connection.

Step 2: Select MySQL as Your Data Source Type

In the connection window, select MySQL from the list of available data sources.

Give your connection a name & description that reflects its purpose (e.g., Sales_DB, MySQL_Prod_Reporting) and click Next to continue.

Tip: Use consistent naming conventions to help your team easily identify data sources later.

Step 3: Enter MySQL Connection Details

You'll be prompted to enter the connection credentials:

Host (e.g., mysql.yourcompany.com)

Port 

Username and Password

After entering the credentials, click Next to test and confirm the connection.

Step 4: Choose the Database and Schema

Once authenticated:

• Select the MySQL database you want to connect to.
• Choose the schema (usually default or your custom schema) to access tables.

Step 5: Finalize the Connection

Click Connect to complete the process. Your MySQL data source will now appear in the platform’s Data Sources list.

Step 6: Explore Your MySQL Data

Go to the Data Catalog to explore your newly connected MySQL tables and fields. 

Note: If you have multiple Data Sources, you can filter the source by name.

Use Entity View to browse tables.

Use Data Field View to see individual columns, field types, and associated metadata.

Use the search bar and filters to quickly find fields or entities by name, type, or classification.

Part 2: Create and Manage a Dataset from MySQL

After your MySQL connection is active, you can begin building datasets to structure and streamline your workflow data.

Step 1: Access the Datasets Section

Navigate to Datasets from the side panel. Click + Create New Dataset.

Step 2: Set Up Dataset Basics

Name your dataset (e.g., Customer Orders, Marketing Leads).

Select your connected MySQL data source. Choose a Primary Entity (table) as the core of your dataset & add a label to clarify naming differences between your database and project language.

Step 3: Configure Field Permissions

Review all available fields and choose which ones to include. If needed, configure write access for specific fields.

Click Create to finalize your dataset.

Alternative: Create a Dataset via the Data Catalog

You can also build a dataset directly from the Data Catalog:

Select a table (entity) in the MySQL schema view.

Click New Dataset from Entity.

Select fields to include or update their classifications as previously covered.

Optional: Add Related Entities

Enhance your dataset with related tables:

Click Add Related Entity under your Primary Entity.

Choose from the list of related tables (e.g., link orders to customers).

The platform automatically maps related tables using shared key fields.

Note: You can repeat this step to include multiple related entities.

Optional: Edit an Existing Dataset

To make changes to an existing dataset:

Go to Datasets, locate your dataset, and click Edit.

You can:

• Add or remove related entities
• Update labels or classifications
• Adjust write permissions or field selections

Click Next & Update to apply changes.

Summary

By integrating your MySQL database with Streamline and creating datasets, you ensure your workflow data is clean, organized, and ready for automation. 

Need help? Visit our Support Center or contact the team for troubleshooting and advanced configuration assistance.