Metabase

When you try to connect Metabase to Trelica you will be asked for an instance URL, username and password. This article explains what to provide for each of these parameters.

To integrate with Trelica you will need a Trelica account. If you don't have one then please contact us through our website to get set-up.

You must be an administrator in Metabase in order to connect with Trelica.

As an administrator, you may have received an invitation from someone in your IT team asking you to connect Metabase to Trelica.

The URL you use to log in to Metabase should be provided for the Instance URL, e.g. https://yourorganization.metabaseapp.com.

Authenticating

Metabase now supports API keys rather than username/password and we suggest using or switching to API keys as they are more secure. They can easily be scoped to permission groups, and can be revoked or rotated if required.

API key (recommended)

  1. Click the gear icon in the top-right corner.
  2. Select Admin settings from the dropdown.
  3. Switch to the Settings tab.
  4. In the left-hand menu, choose on Authentication.
  5. Scroll down to the API Keys section and click Manage.
  6. Click Create API Key button.
  7. Type in a Key name, e.g. 'Trelica'.
  8. Choose a Group. The key will inherit that group’s permissions.
  9. Click Create.
  10. Copy the new API key and paste it into Trelica.

Username/password (legacy, not recommended)

While you can connect using your own Metabase account's username and password, we recommend creating a dedicated Trelica account for the integration. Once you've created the dedicated administrator account, you can use those credentials for the Username and Password.

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