Qvista Quickstart: From Sign-Up to Your Live Dashboard

Get up and running with Qvista in under 5 minutes. This guide walks you through signing up, connecting your first data source, and publishing your first interactive dashboard — no code required.

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1. Create your account

1. Go to qvista.io and click Get Started.
2. Sign up with your email or Google account.
3. Verify your email and complete your company profile.

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2. Connect a data source

From your dashboard, open the Connectors section and choose the source that matches your data:

• SQL / NoSQL databases (MySQL, PostgreSQL, MongoDB, etc.)
• Files & spreadsheets (CSV, Excel)
• REST, SOAP, or GraphQL APIs
• Google Sheets

Enter your credentials, test the connection, and save.

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3. Store data with DataTables

Once connected, you can pull your data into a DataTable — Qvista’s built-in storage layer — or query it live from the source.

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Why Use DataTables?

DataTables help you organise and manage your business information in one place. Once your data is available in a DataTable, it can be reused across multiple QVista features. For example, the same DataTable can be used to:

• Create multiple dashboards.
• Generate reports and documents.
• Collect additional information through Forms.
• Trigger automated workflows using AutoFlux.

This allows you to work with a single source of information instead of maintaining duplicate datasets.

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4. Build your first view

Open Views and choose a chart type: bar, line, pie, KPI card, or a full multi-widget dashboard. Drag fields from your DataTable onto the canvas, apply filters, and format as needed.

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Experiment with Different Visualisations

Different chart types are useful for different kinds of information. For example:

• Use Bar Charts to compare values across categories.
• Use Line Charts to monitor changes over time.
• Use Pie Charts to display proportions.
• Use Dashboard Views to combine multiple charts into a single workspace.

Don’t worry about creating the perfect dashboard immediately. Start simple and improve it as you become more familiar with your data.

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5. Automate with Autoflux

Create an Autoflux workflow to automate reporting, notifications, or any repetitive task. Choose a trigger (schedule, webhook, form submission), add actions, and activate.

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Your First Automation

A good first automation is one that saves you from performing a repetitive task. For example, you can create workflows that:

• Run on a schedule.
• Respond to new form submissions.
• Update connected data automatically.
• Generate documents when specific conditions are met.
• Notify your team when important events occur.

Start with a simple workflow before building more advanced automations involving multiple steps.

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Next steps