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Getting Started with Nexadata
Overview
Nexadata Terminology
Welcome to Nexadata: Your Guide to Simplified Data Management
Quick Start Guide - Workspace Setup
Overview
Getting Started with Nexadata: Account, Organization & Workspace Setup
Quick Start Guide - Learning Nexadata
Overview
Overview: Building Workflows in Nexadata
Step #1 - Create a Connection
Step #2 - Create a Dataset
Step #3 - Create a Workflow
Step #4 - Use Nexadata AI Copilot
Step #5 - Review the Pipeline
Step #6 - Add a Workflow Output
Step #7 - Execute the Workflow
Quick Start Guide - Connector Copilot
Overview
Overview: Build Your First Dataset with Connector Copilot
Step #1 - Create a Dataset from the Exchange Rate API
Step #2 - Build a Pipeline with Your FX Data
Connectors
Overview
Interactive Connection Testing
Nexadata Connector Copilot
Nexadata Data Connections
Anaplan
Overview
Accessing Extended Data Sources in Anaplan
Setting up an Anaplan Connection
Troubleshooting an Anaplan Connection
Using an Anaplan Connection
Quick Start Guide - Anaplan
Overview
Overview: Build a Segment Hierarchy for Anaplan
Step 1 - Create a Source Connection to integrate with Anaplan
Step 2 - Create an Anaplan Connection
Step 3 - Add Datasets to integrate with Anaplan
Step 4 - Create a Workflow and add Datasets for Anaplan
Step 5 - Build a Pipeline with the AI Copilot to integrate with Anaplan
Step 6 - Review the Pipeline to Integrate Data to Anaplan
Step 7 - Execute the Workflow for Anaplan
Step 8 - Create an Import Action in Anaplan
Step 9 - Push Data to Anaplan from Nexadata
Step 10 - Create an Anaplan-Sourced Dataset
Anaplan Audit Log Data Extraction
Overview
Overview: Build the Anaplan Audit Log Extraction
Step 1 - Create the Anaplan Audit Datasets
Step 2 - Create the Activity Event Codes Dataset
Step 3 - Tag the Anaplan Audit Datasets
Step 4 - Create the Anaplan Audit Log Extraction Workflow
Step 5 - Build the Stack Actions Supporting Pipeline
Step 6 - Build the Augment Events Supporting Pipeline
Step 7 - Build the Final Output Pipeline
Pigment
Overview
Setting up a Pigment Integration
Troubleshooting Pigment Connection Issues
Using a Pigment Connection
Quick Start Guide - Pigment
Overview
Overview: Build a Segment Hierarchy for Pigment
Step #1 - Create a Source Connection
Step #2 - Create a Pigment Connection
Step #3 - Add Datasets
Step #4 -Create a Workflow and add Datasets
Step #5 – Build a Pipeline with the AI Copilot
Step #6 - Review the Pipeline
Step #7 - Execute the Workflow for Pigment
Step #8 - Import Segment Hierarchy Data into Pigment
Step #9 - Push Data to Pigment from Nexadata
Step #10 - Create a Pigment-Sourced Dataset
HubSpot
Overview
Setting up a HubSpot Connection
Troubleshooting the HubSpot Connector
Using a HubSpot Connection
Using HubSpot Object Associations in Nexadata Datasets
Salesforce
Overview
Setting up a Salesforce Connection
Troubleshooting the Salesforce Connector
Using a Salesforce Connection
Amazon S3
Overview
Setting up an Amazon S3 Connection
Troubleshooting an Amazon S3 Connection
Using an Amazon S3 Connection
SFTP
Overview
Setting up an SFTP Connection
Troubleshooting an SFTP Connection
Using an SFTP Connection
Nexadata Hub
Overview
Nexadata Hub
Setting up Datasets
Overview
Creating a Dataset with Nexadata Connector Copilot
How to Create a New Nexadata Dataset
Setting Up a PDF Dataset
Setting Up a Spreadsheet Dataset
Supported Data Formats in Nexadata
Using Anaplan as a Data Source for Audit and Administrative Reporting
Creating Nexadata Workflows
Overview
Introduction to Nexadata Workflows
Workflow Concepts
Workflow Executions
Workflow Outputs
Workflow Pipelines
Workflow Schedules
Workflow Setup and Adding Datasets
Configuring Transformation Pipelines
Overview
Dynamically Insert Dates and Times
Natural Language Input vs. Advanced Mode in Nexadata Pipelines
Setting Up a Nexadata Pipeline with the Transformation & Mapping Copilots
Variables
Overview
Creating, Editing, and Deleting Variables
Using Variables in Transformations
Transformations
Overview
Supported Data Transformations in Nexadata Pipelines
Transformation: Copy
Transformation: Filter
Transformation: Flip sign
Transformation: Generate Unique ID
Transformation: Group by
Transformation: Insert column
Transformation: Insert row numbers
Transformation: Join
Transformation: Keep
Transformation: Lowercase
Transformation: Math
Transformation: Merge
Transformation: Parse Date
Transformation: Remove
Transformation: Rename
Transformation: Replace
Transformation: Shift
Transformation: Sort
Transformation: Split
Transformation: Stack Rows
Transformation: Uppercase
Designing Mapping Groups
Overview
Creating a Nexadata Mapping Group
Introduction to Mapping Groups
Mapping Group Management in a Pipeline
Use Case: Streamlined Transaction Allocation with Mapping Groups
Administration
Overview
Connecting Your Anthropic Claude API Key
Global Tag Management
Organization Management
Profile Management
Switching Between Light and Dark Modes
Zero Data Retention (ZDR) Mode
SSO Setup
Overview
Configure Microsoft Entra ID SAML SSO for Nexadata
REST API
Overview
Executing Workflows via the Nexadata API
Setting Up the Nexadata REST API
MCP Server
Overview
Connecting the Nexadata MCP Server to Your AI Client
Nexadata MCP Server Tool Reference
Legal
Overview
Nexadata Trial Edition — Terms of Service
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Legal terms that apply to the Nexadata platform.
Articles
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Nexadata Trial Edition — Terms of Service
