Protobi

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Protobi SQL is a tool to visualize and analyze your data, that includes a database to house your data with the infrastructure needed to easily access the data.

Once you upload your data in Protobi SQL, you instantly get an enterprise SQL database. And Protobi has
the tools to help you extract, transform, load and easily access your data.

## Create a new project

Begin at [https://app.protobi.com](https://app.protobi.com). Under “My projects” press on the green New project baseball card.

This will bring you to a new page to set billing code, project name, etc.  Choose the appropriate version and select "Request invoice"

## Connect project to SQL database
When the new project space is created in the admin sOverview tab
* set the version to **Cloud** and press **Save**.
* specify the database **schema** and **primary table**
* press **Edit SQL credentials...** and select the saved credentials to use
  - choose credentials with query-only permissions for **query**, this is what most project view will use to query the data
  - choose credentials with advanceced permissions (create, delete, update) for **admin**, this is what Project Settings will use to upload/process data

Database credentials are stored encrypted as connection entities and can be shared across projects within your organization.  Choose an existing credentials object, or if a connection does not already exist for the project, select **Edit SQL Credentials** from this page and press **Create credentials...** .

<img src="/uploads/images/image-set-up-a-protobi-sql-project-2026-05-27-16-42-19.png" alt="" style="max-width: 400px"/>
You will need to enter:
* connection label
* driver
* host
* port
* database
* user
* password

If you do not already have these credentials, see your database adminstrator or Protobi support team.

## Edit project Overview

-   Update Name, Brief title and optionally add Logo and Image links. 
-   Change Version from “Local” to "Cloud"

## Upload survey data and create data processes

New project will take you to the page below. Drop your data file onto the tile, or click the dotted box to upload a file (CSV or SPSS).

Add any additional data files as blue tables. Add supporting matierals like the survey questionnaire as gray document tables.

We recommend you establish a consistent name convention, with consistent prefixes so So that as the number of tables grow, they sort alphabetically into a neat organization.  One pattern for data tables may be `data_{topic}_{date}` eg. `data_consumers_20270102` so that all the source tables sort together as "data", and all the consumer tables together as "data_consumer".

## Schedule a work session

Press "Schedule a session" to be view the project support calendar or contact us at  [support@protobi.com](mailto:support@protobi.com). Choose a date and time for an initial work session. During the session we'll discuss your project goals and get you set up.

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