If you haven't already, you will need to sign-up for an account via connectmixshare.com. This can be completed through our Get Started pages or directly with our support team.

You can login to your Connect Mix Share account via my.connectmixshare.com or our homepage. Once logged in, you will be taken to your default workspace.

If this is your first time logging in, we recommend reviewing your user settings. This is where you to change your name, contact information, security settings, workspace access and more. You can access your user settings by clicking on your name in the top right inside Connect Mix Share.

All new user accounts are associated with at least one workspace. Each workspace contains their own data connections, mixes and shares. Users can be invited to join workspaces, allowing multiple users access to the same workspace for collaboration.

Workspaces are typically used to separate organisations, projects or teams. Each workspace requires a trial subscription or a paid for subscription (see our pricing page).

You can access your workspace settings by clicking on the workspace name in the top right inside Connect Mix Share.

One of the first pages you'll see when logging into Connect Mix Share is the Connect page. You can always access this by clicking on 'Connect' in the top left navigation inside Connect Mix Share when within a workspace.

The Connect page will contain all of your data connections. Each connection uses a connector to connect to different data sources.

You can add a new connection by selecting one of the connectors from the "Add New Connection" section. This will take you to a connection setup page. Enter the required details, such as authentication information, then click 'Connect'. Connect Mix Share will test the connection, and if successful, you'll be taken to the connection's page.

Connect Mix Share will then automatically search and find all the data available via this connection. This usually only take a few seconds to a few minutes, depending on the connection.

Once Connect Mix Share has completed the data discovery on the connection, it will return a list of tables available for you to activate and use. Tables are the different datasets available at the connection's source. To enable a table, click on the table to go to the table page and click on 'Inactive' toggle button to activate.

When a table is active, it will list the columns available within it. To enable the columns you need, click on the toggle button next to the column name and click 'Save & Update'. This will initiate a table update to get your selected data from the data source. Table updates can take a few seconds to a few minutes, depending on the connection and data volume.

Once you've enabled the tables and columns you need, Connect Mix Share will automatically update the selected data on a daily or hourly schedule depending on your workspace's subscription plan.

Mixes allow you to transform and enhance your connected data in many different ways. You can join, modify, filter and aggregate your data to create clean, standardised, anonymous and report-ready datasets. You can get to your Mixes by clicking 'Mix' in the top left navigation inside Connect Mix Share when within a workspace.

Mixes are built using the power of SQL. If you know SQL, you're ready to go ✅. If you don't, there's plenty of SQL tutorials online or our team can support you.

You can create a new mix by clicking on the "Create a mix" button. Enter a name for your mix and proceed. You'll be taken to the new mix page where you can enter your query. The page is divided into 3 areas:

This is a list of your connected data. It's organised by connection > table > column. You can click on any of the table and column names to automatically inject their SQL reference into your query editor.

This is where you'll write, edit and execute your queries. This can be as simple as:

You can write your query and then click 'Save & Run' to update the results table below it.

This is where your query results will be displayed. You can also download the results via the 'Export' button in the top right.

Shares are how you connect your data to other services, tools or other users and workspaces. Connect Mix Share also offers a range of easy to use tools that help automate data alerts, survey automation and visualisations.

You can access your Shares by clicking 'Share' in the top left navigation inside Connect Mix Share when within a workspace.

You can create a new share by clicking on the "Create a share" button. Follow the process to select your desired Mix and share method. Enter a name for your share and proceed to the share's new page. Some share methods require you to enter additional information.

Each share page will contain the information you need to be able to connect and share your data onward. Any service or user accessing the shared data will see the latest, live version of your data. Any changes you make to the associated Mix will be immediately updated in the share.