Quickstart Guide

This guide takes you from a new account to data flowing into your warehouse, a first model built on it, and your team invited. Each step takes a few minutes.

Weld comes with a 14-day free trial, so you can follow along without a plan.

Step 1: Create your account

  1. Sign up at workspace.weld.app/signup.
  2. On the Welcome! form, enter your name, job title, company and country, then click Set up new account.
  3. Under Let's set up your first account, give the account a name and choose Where should your data be stored?: your own warehouse, such as BigQuery or Snowflake, or a warehouse Weld manages for you where it's offered. See destinations for the full list.
  4. If you chose your own warehouse, enter its connection details on the next page.

You then land in your new workspace.

Step 2: Sync your first data source

  1. Click Data Sources in the sidebar (1), then click Add Data Source (2).
  1. Search for the tool you want to sync and click it. If it's already connected, choose Use existing connection. Otherwise choose Create new connection and follow the sign-in for that tool. The tool's setup guide opens beside the form while you work.
  2. On Connection Settings, fill in what the tool asks for, such as which accounts to sync. Limit historical data lets you skip data before a chosen date. Click Next.
  3. On Data to sync, tick the tables you want (1). Each ticked table shows whether it syncs in full or incrementally, and the cogwheel opens its table options (2). Click Next.
  1. On Configure sync, choose how often the data syncs (1) and check the Destination schema name (2), which is where the tables land in your warehouse.
  2. Click Start Initial Sync.

The first sync starts straight away. You can add as many data sources as you like the same way. See Data sources for table options and full syncs, and the connector docs for what each tool needs.

Step 3: Choose how you transform

Weld transforms data with its own SQL engine, the Weld Transform Engine, unless you choose another tool. Check or change this under Settings → Transform.

  1. The active tool. With the Weld Transform Engine, you build models in Weld's SQL editor.
  2. The tools you can switch to: GitHub (models kept in a repository), dbt (dbt Cloud), dbt Core, or Other / directly in my warehouse. Click Select and confirm.

If you choose dbt, dbt Core or Other, Weld keeps syncing your data and Transform disappears from the sidebar. See dbt Cloud, dbt Core and GitHub sync.

Step 4: Build your first model

With the Weld Transform Engine, click Transform in the sidebar. A new tab gives you two ways to start:

  1. Describe what you need, for example "weekly revenue by channel for the last 90 days", and click Ask Ed. Ed writes the SQL and checks it against your warehouse.
  2. Or click Blank SQL model and write the SQL yourself.

Click Run to see the result, then Publish to save the model to a folder and make it available in your warehouse. See Data models, and the SQL templates for ready-made examples.

Step 5: Send data out and schedule it

  • To send a model's data to tools like HubSpot, Salesforce or Google Sheets, follow Reverse ETL.
  • To run your syncs, models and reverse ETL syncs together in the right order, follow Orchestration.

Step 6: Invite your team and set up alerts

Open Settings in the sidebar.

  1. Members: click Invite member and choose a role for each person. See Workspace settings.
  2. Notifications: add the email addresses, Slack or Microsoft Teams channels that should hear about failed syncs.
  3. Plan Details & Billing: see your plan and usage, and upgrade when your trial ends.

Next steps

If you get stuck, contact support.

Was this page helpful?