Introzen BI

Analytics Platform

Quickstart

Go from sign-up to your first live chart in seven steps.

This walkthrough uses a CSV upload because it needs no external system. Every step applies equally to JSON files and API endpoints.

1. Create your account

Register at /auth/signup. The API returns a pair of HttpOnly cookies, so no token ever touches JavaScript or local storage.

2. Set up the workspace

You are asked whether you are working alone or with a team. This decides whether the workspace is created as individual or organization. You can change members later from Workspace.

3. Pick a plan

Plans control compute and retention limits. You can start free and upgrade at any time from Settings → Billing.

4. Connect a data source

  1. 1

    Open Data Sources

    Navigate to Data Sources and choose Add Data Source.
  2. 2

    Name the connection

    Use a name your teammates will recognise, for example monthly_sales_export.
  3. 3

    Upload the file

    Drop in a CSV or JSON file. The platform parses it, detects column types and stores a sample you can preview immediately.
  4. 4

    Save

    Once saved, the source appears in the table with a status badge.

5. Create a pipeline

Go to Pipelines and select Create Pipeline. Choose the data source you just created, add any transformations, then set a run frequency.

6. Run it

Trigger a run from the pipeline detail page. The execution log streams live. When the run turns success, a Parquet dataset is available for analysis.

POST/api/pipeline/pipelines/{id}/execute/Auth required

Queues a run and returns the execution identifier you can poll or watch over the socket.

7. Build a chart

  1. 1

    Open Analytics

    Visit Analytics and connect the pipeline that just ran successfully.
  2. 2

    Switch to the chart view

    Use the Charts toggle above the dataset table.
  3. 3

    Add a chart

    Choose a chart type, pick your X and Y fields, set the width and save. A live preview renders inside the configuration panel.

Production checklist

  • Set a default page, timezone and export format.
  • Invite teammates and give them the least-privileged role they need.
  • Enable error notifications so failed runs reach a human quickly.
  • Review retention settings against your compliance requirements.

Last reviewed October 2026.