Quick start

Overview

This quick start guide shows you how to easily create, configure, and navigate your Bobsled account.

TIP:
To learn how to engage with Bobsled programmatically, check our API documentation ↗

Step 1: Log in to Bobsled

Using your credentials, log in to your Bobsled environment, depending on your role, what you can see and do may be slightly different.

Step 2: Set up a data source

1. From the left sidebar, choose data sources

2. Click the button add source.

3. Follow the setup wizard, and once you’re done, click Save. Once a successful connection is established, Bobsled will start indexing your data source. Learn more about data sources

TIP:
Setting up sources in Bobsled may require special permissions or provisioning. Make sure you confirm which prerequisites are required when setting up your data source.

Step 3: Create a share

1. From the left sidebar, select shares

2. Click the create share button. For more in-depth information, visit the Create and manage a share guide

Step 4: Enter share name and description (optional)

1. Hover the title, and click on the pencil icon

2. Add a name to your share that will help you remember it later. You can also add a description to your share for internal purposes

3. Click save

Step 5: Choose data source

1. Click on Pick source

2. Select your source from the dropdown the list of available items

3. Click Save.

Step 6: Choose destination and add access methods

1. Click on Pick destination

2. Choose your preferred destination, cloud platform if applicable, and region, and follow the setup wizard. Depending on the destination type, you can add access methods later, learn more about destinations supported by Bobsled

3. Click on Finish

NOTE:

Data gets transferred to Bobsled-managed destinations with or without access methods. Granting access to the destination grants your consumers access.

Step 7: Add consumer organization (optional)

1. Click on add consumer organization and add or create a new Consumer organization

2. Click on Done. These count as an identifier for the consumer of your data and are used for billing purposes

NOTE:
If you have Multi-tenant Filtering enabled for your account, Consumer organizations are required.

Step 8: Transfer data

1. Once your source and destination are set, click on create transfer

2. Select which data you want to transfer and click continue. Follow the wizard steps, if applicable—Bobsled is designed to cater for different sources and destinations types, so what you see may vary based on the source–destination combo

3. Click on continue, review your transfer and sync options, and click start transfer

Step 9: Monitor transfer data

Bobsled will let you know when the transfer is complete and its status. In the process, you can check the logs tab to learn more about which steps of the transfer your data is in

1. Once your first transfer is complete, click on access data

2. Follow the  instructions on how to reach the data, that you can share with your consumers

   Learn more on how to consume a data transfer on the Destinations guides

Step 10: Share more data

Increase the reach of your data! Create new shares, enabling data to be delivered where your consumers need it