Connect your CRM starting from the database

This page covers connecting your CRM database to Lovrabet and starting structure analysis. Lovrabet can currently connect only to publicly accessible databases; for databases on an internal network, first open public access, configure a security allowlist, or route access through your own network solution before connecting.

Who this is for

Implementation engineers and technical leads.

Prepare the database connection details

Have the following ready before you start:

Item	Example	Notes
Database type	MySQL / PostgreSQL	Choose your actual database
Host and Port	db.example.com:3306	Must be a public address Lovrabet can reach
Database name	crm_demo	This tutorial uses a CRM database
Username and password	Provided by your DBA	Must include permission to read the table structure
Allowlist	Lovrabet access IPs	Required when the database restricts source IPs

Steps: connect the database

1. Open App Management for the app "Your CRM Example App".
2. Open Database Connector.

1. Click to add a database connection.
2. Select the database type.
3. Enter the Host, Port, database name, username, and password.

1. Click Save.

Test the database connection

1. Click Test Connection.

1. If the test fails, first check that the database is publicly accessible, then check the allowlist, username, password, and port.

Start the analysis

1. Find the database connection you just saved in Database Connector.
2. Click Analyze or Smart Analysis.
3. Wait for the analysis to finish.

1. When the analysis finishes, confirm the status shows success.

How you know it's done

• The database analysis status shows success.
• Datasets from the analysis are visible in Dataset Overview.
• Dataset names map to everyday business records.

If the connection or analysis fails

Symptom	Check
Connection test fails	Check the Host, Port, username, and password
"Network unreachable" error	Confirm the database is publicly accessible
"Access denied" error	Add Lovrabet's access IPs to the database allowlist
Saved successfully but no datasets	Check whether the smart analysis has finished
Dataset names are confusing	Open the dataset details and note the fields that need renaming
Relations between tables are unclear	Go to Dataset Overview and open Customers, Opportunities, and Follow-up Records one by one

Claude Code prompt

请使用 rabetbase 检查目标应用的数据库连接和分析状态。
按顺序执行：
1. rabetbase db list --appcode <你的应用 appCode> --format compress
2. 如果已经有数据库连接，记录 connections[].id 和 latestAnalysisStatus
3. 如果分析未完成，输出 rabetbase db analyze-start --id <连接ID> --appcode <你的应用 appCode> --format compress
4. 如果分析已经完成，再执行 rabetbase dataset list --appcode <你的应用 appCode> --format compress
5. 再执行 rabetbase dataset links --appcode <你的应用 appCode> --format compress
只输出数据库名称、连接状态、分析状态、数据集清单和下一步命令。
本轮不创建、不更新、不删除数据库连接；需要新建连接时先输出 dry-run 命令。

Next steps

Continue to "2. Query system data".