In order to make the data ingestion process as easy as possible, Auto Insights supports a direct connection with databases using ODBC connectors. The direct connection means that you can schedule your data to be uploaded to Auto Insights automatically. Auto Insights currently supports the following batch job frequencies*: 

  • Daily

  • Weekly

  • Monthly

  • Yearly

* Event-based (near real-time) or Streaming (real-time) is not supported.

Using this method, your entire dataset will be uploaded to Auto Insights at each refresh, (rather than incremental data) in order to ensure accuracy and quality. This also allows Auto Insights to analyse historical patterns and trends across your data.

To set up your dataset refresh schedule, follow the steps below. Please make sure you have read the Options for ingesting data into Auto Insights and How do I connect to a database? guides before reading on.

  1. From the Admin Portal, click on Datasets in the menu bar.

2. Click on the name of your dataset from the available datasets in the left-hand menu.

3. Click on the Repeat dropdown to adjust the frequency of the dataset refresh. You can also adjust the time the refresh occurs. Click Save once you have adjusted the settings as desired.

Alternatively, you can upload data to Auto Insights via .csv files as frequently as you like.

Related articles
What happens when the structure of your data changes?
How do I upload data?
How do I connect to a database?
How do I upload a .csv file?

If you have any questions, please contact us at

Did this answer your question?