Setting up staging and dev customer groups and data sources

Last updated: November 30, 2024

When working with Explo dashboards across different environments (staging and production), it's important to properly configure your data sources and customers to ensure the correct database is accessed in each environment. This article will guide you through the process of setting up your dashboards to point to the appropriate database instance in both staging and production environments.

Setting Up Data Sources

  1. You want will need to connect the database connections for multiple environments under the same schema.

  2. Navigate to your data sources page.

  3. Click "Connect Data Source", select the existing schema and enter the new database credentials.

  4. Both databases will be listed under the same schema section.

For more detailed information on setting up multiple data sources, refer to our documentation: Multiple Data Sources

This requires that the schema (tables and fields) follow the same schema or data model across environments.

Creating Customers for Different Environments

You can create customers or user groups directly on the customers tab our using the get or create API here.

  1. Create separate customers for staging and production environments.

  2. When creating a customer, select the correct database for each schema that their data resides in.

It may help to label non-production customers with a prefix such as "Staging -". You can also mark that customer as a demo/test customer so that Explo will not count those customers towards billing

Creating a separate data visibility group

If you have the same customers and identifiers across environments, you may need to create a separate data visibility group here for each environment.

You will then use that specific API token to create the customer or select that visibility group in the create customer modal.