Getting started with DataMint
From zero to your first CSV in about five minutes. This walks through the whole flow.
1. Create your organization
Sign up — whoever creates the org becomes its admin. You can invite teammates afterward from the Team page and give each one a role.
2. Connect a database
Go to Connections → Add connection and paste a MongoDB or PostgreSQL connection string. Use a read-only user — the dialog has copy-paste setup for both. We test the connection, then encrypt the URI before saving.
3. Build a template (builders/admins)
A template is a saved report: pick a collection/table, choose the fields to include, add filters, and optionally expose a few filters for viewers to adjust at run time. You can also add a chart and value transforms.
4. Run & export (anyone)
Open a template, set any exposed filters, and click Export CSV. The file is Excel-safe (UTF-8 BOM, proper escaping).
5. Share access
Use a template's Share button to: grant specific teammates access, invite someone by email to just that report, or create a public link anyone can use without logging in.
6. Automate & visualize
Set up Schedules to email a CSV on a cron, and build Dashboards from template-backed chart widgets for at-a-glance numbers.
Roles at a glance
- Admin — full control: billing, members, connections, templates.
- Builder — create connections, templates, schedules, dashboards.
- Viewer — run and export the templates they're given.