> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Collate SaaS Setup

> Connect a database service in Collate SaaS, allow IP access, test the connection, and run your first metadata extraction.

## Collate SaaS

Collate SaaS is the simplest way to connect a data source. Collate connects directly to your data source from its cloud — no local agent or additional infrastructure required.

<Tip>
  **When to use this**: Use Collate SaaS when your data source is accessible from the internet or you're able to allowlist an IP address in your data source's firewall settings.
</Tip>

### Setting Up a Database Service

To set up a database service, follow these steps:

1. Sign in to your Collate instance, then navigate to **Settings** > **Services** and select the service type. For example, select **Databases**.

2. On the service page, click **Add New Service**.

   <img src="https://mintcdn.com/collatedocs/x9hR_QWXd39IXESB/public/images/getting-started/add-service.png?fit=max&auto=format&n=x9hR_QWXd39IXESB&q=85&s=e425fc1fe7fb288dba32f979a5ee5d81" alt="Adding Database Service" width="2876" height="1000" data-path="public/images/getting-started/add-service.png" />

3. Select the service connector and click **Next**. For example, the below image displays the **Snowflake** connector is selected for **Databases** service.

   <img src="https://mintcdn.com/collatedocs/x9hR_QWXd39IXESB/public/images/getting-started/select-service.png?fit=max&auto=format&n=x9hR_QWXd39IXESB&q=85&s=9a04a1c18ce01413c13201b8c26d886a" alt="Selecting Database Service" width="870" height="1212" data-path="public/images/getting-started/select-service.png" />

4. Enter unique **Service Name** and **Description** (optional), then click **Next**.

5. Enter the **Connection Details**. Refer to the side panel documentation for field-by-field guidance.

   For more information about configuring each connector, see [Connector](/connectors/index).

   <img src="https://mintcdn.com/collatedocs/x9hR_QWXd39IXESB/public/images/getting-started/configure-connector.png?fit=max&auto=format&n=x9hR_QWXd39IXESB&q=85&s=d1a3142f9c3204c07129cb15cb361332" alt="Updating Connection Details" width="2733" height="1271" data-path="public/images/getting-started/configure-connector.png" />

6. In the Connection Details, you will see the IP Address unique to your cluster. Add this IP to your data source's allowlist so Collate can access your data source.

   <Tip>
     This step applies to Collate SaaS only. If you're using the Hybrid Runner, no IP allowlist is needed — the runner connects from inside your own infrastructure.
   </Tip>

   <img src="https://mintcdn.com/collatedocs/x9hR_QWXd39IXESB/public/images/getting-started/collate-saas-ip.png?fit=max&auto=format&n=x9hR_QWXd39IXESB&q=85&s=c32fa6208d1f773c28a4fb6f06ee31e5" alt="Collate SaaS IP" width="1636" height="242" data-path="public/images/getting-started/collate-saas-ip.png" />

7. To verify that Collate can reach the data source, click **Test Connection**. The test confirms the service is reachable and the credentials are valid.

   <img src="https://mintcdn.com/collatedocs/x9hR_QWXd39IXESB/public/images/getting-started/test-connection.png?fit=max&auto=format&n=x9hR_QWXd39IXESB&q=85&s=e152b3290f68dbcfc410b47cf71bba55" alt="Verifying the Test Connection" width="994" height="754" data-path="public/images/getting-started/test-connection.png" />

8. After the connection test passes, proceed to [Step 2 - Configure Metadata Ingestion](/getting-started/ingest-metadata).
