Hi there,

Happy first day of spring! We liked the sound of it so much that we renamed this release from the "End of Winter" to the Early Spring Release. Same great features, better branding. (The daffodils on Broadway agree.🌷)

This update delivers powerful new capabilities across the Connector Copilot and Workflow Builder. You can now connect to APIs that require multiple sequential requests and add datasets to workflows with a richer, more visual experience. We've also published a new Quick Start Guide to help you get up and running with the Connector Copilot in minutes.

🔗 Multi-Request API Support in Connector Copilot

The Connector Copilot now supports APIs that require multiple sequential requests to retrieve a complete dataset, with no custom code or manual orchestration required.

Many real-world enterprise APIs are asynchronous by design. You submit a request, receive a job ID or polling URL, and then check back until the results are ready. This pattern is especially common in data and analytics platforms such as Snowflake's SQL and Snowpark APIs, Google BigQuery jobs, dbt Cloud job runs, and BI services like Power BI and Tableau, which expose long‑running refresh operations via REST. These workloads power downstream reporting, planning, and analytics, but until now, the async orchestration has typically required custom glue outside the platform. With this release, Connector Copilot can automatically drive the entire sequence.

How It Works

When you create a dataset from an API that uses async or multi-step patterns, the Connector Copilot will:

• Detect dependencies between API requests from the OpenAPI specification
• Chain requests in the correct order, passing identifiers (such as job IDs or export links) between steps
• Poll status endpoints automatically until results are available
• Flatten the final response into a structured, analytics-ready dataset

Supported Patterns

This enhancement covers a range of common API workflows:

• Async job exports (new): Submit a report or query request, receive a job ID, poll for completion, then retrieve the results
• Paginated sequences: Follow next links or cursor tokens across multiple pages to assemble a full dataset
• Dependent lookups: Use the output of one endpoint as input to another (e.g., list models, then fetch run results per model)

🧪 Quick Start Guide: Fetch FX Rates with Connector Copilot

Want to see the Connector Copilot in action? We've published a new Quick Start Guide that walks you through creating a dataset from a live foreign exchange rates API and using it in a Pipeline build.

You'll use the Exchange Rate API Open API specification to:

• Connect to the API using the Connector Copilot
• Describe the dataset you want using natural language
• Build a Pipeline that transforms the FX rate data for downstream use

It's the fastest way to experience the full Connector Copilot workflow, from API spec to analytics-ready data, in just a few minutes.

📄 View the Quick Start Guide →

🗂️ Improved Dataset Selection in Workflows

Adding datasets to your workflows is now a richer, more interactive experience. The previous text-only search has been replaced with a visual dataset picker that gives you more insight into the data you're selecting before you commit.

What's New

When you click "Add" on the Data tab of a Workflow, you'll now see:

• A visual modal with dataset previews and metadata
• Clearer identification of dataset sources and types
• A more intuitive search and browse experience

This makes it easier to find and select the right datasets, especially when working with large libraries of connected data.

📄 View full documentation →

🧱 Platform Fixes

• ENG-879 – Bug Fix: Supporting pipelines added via the Workflow Builder were incorrectly saved as output pipelines. Workflows now correctly preserve the distinction between supporting and output pipelines.
• ENG-881 – Bug Fix: Executing a pipeline with no transformation steps configured would enter an endless loop. The execution engine now detects empty pipelines and completes gracefully.
• ENG-883 – Bug Fix: Saving an hourly cron schedule without entering a value in the Minutes field triggered an internal server error and corrupted the schedule state. The platform now validates the field before saving.
• ENG-886 – Bug Fix: Mapping group conditions created by the AI Copilot were not visible in the mapping rules editor. The condition indicators now render correctly regardless of how the mapping group was generated.
• ENG-887 – Bug Fix: The Dataset Builder failed to detect and apply transformations for API responses using the additionalProperties map-of-arrays pattern. These dynamic structures are now flattened correctly into tabular data.
• ENG-856 – Bug Fix: When an API endpoint returned an error after successful authentication in the Connector Copilot, the failure was silently swallowed with no feedback to the user. Error responses are now surfaced clearly.

🔭 What's Next

Our spring roadmap is taking shape, and it's ambitious. Some of the features below have been on the horizon for a few releases. As our user base grows, we're proactively adjusting priorities based on real-world feedback and evolving use cases. These features remain central to our vision, and we're committed to delivering them in subsequent releases.

• Holistic Pipeline Editing with Artifacts: Refine and revise entire pipelines conversationally, with the ability to make broad iterative changes rather than editing one transformation at a time
• Build Integrations from Documentation: Generate Connector Copilot integrations directly from API documentation websites, even when no OpenAPI specification is available
• Natural Language Mapping Groups: Create and edit standalone mapping groups entirely through natural language prompts, with full parity to the pipeline editing experience
• Metadata-Aware Dataset Configuration: Automatically discover and use metadata APIs to populate dropdown options during dataset creation
• Nexadata MCP Server: Interact with your data pipelines through natural language directly from Claude Desktop, enabling conversational pipeline management, troubleshooting, and schema updates without leaving your development environment

Thanks for being part of the Nexadata journey!

— The Nexadata Team

Hi there,

This is an interim Late Winter release, with our full End of Winter release planned for March 20th. This update delivers a substantial set of improvements worth getting into your hands now: a suite of UI enhancements that make building pipelines, workflows, and transformations faster and more intuitive, major expansions to Connector Copilot that push the boundaries of what you can connect to and how confidently you can do it, and significantly expanded Anaplan data source support. New transformation types and workflow automation via API round out a release built to remove roadblocks and expand possibilities.

🏗️ A More Intuitive Platform Experience

This release brings a focused set of improvements to the core platform UI, driven directly by user feedback. Each change targets a friction point in the everyday build experience.

Pipeline Builder: Insert Transformations Anywhere

Building and refining pipelines is now significantly faster. A new transformation panel with dedicated insertion controls lets you add steps between existing transformations, not just at the end. "+" buttons appear between each step in both desktop and mobile views, giving you a consistent, unified way to insert logic at any point in your pipeline.

Workflow Builder: Streamlined Setup and Navigation

The Workflow Builder has been redesigned to reduce unnecessary tab-switching and surface the information you need faster.

• Setup and Datasets are now combined into a single streamlined page, eliminating unnecessary navigation
• Pipelines, Schedules, and Outputs have been redesigned with a cleaner card-style table layout for a more organized and polished experience
• Supporting pipelines now default to hidden with a clean enable/disable toggle, reducing visual noise until you need them
• Call-to-action components have been added to each workflow section (Schedules, Executions, etc.) to guide progression and reduce the "now what?" moment for new users

Formula Editor: Column Tokens for Calculated Fields

The calculated column formula editor now supports interactive column tokens. Type $ in any formula field to trigger a searchable dropdown of available columns. Selecting a column inserts it as a styled token directly inline in your formula, making it easy to build expressions like Revenue / Headcount without worrying about exact column name syntax or spacing.

🔌 Connector Copilot: Built for Every API

This release expands significantly what Connector Copilot can handle, with new capabilities that address real-world API complexity, from edge cases in OAuth flows to non-tabular data formats to confidence in what you're actually pulling before you commit to a dataset.

Advanced Configuration Access

Power users and those with API-level knowledge of their source systems can now access the advanced configuration settings directly within the Connector Copilot Dataset Builder. This provides full visibility into how Copilot is extracting data from an external system, including how nested objects are flattened. Intelligent defaults handle the vast majority of cases, but edge cases that require adjustments are now fully accessible without abandoning the Copilot experience.

Intelligent Data Detection and Interactive Preview

Connector Copilot now automatically detects when an API response returns non-tabular data and surfaces guided resolution options, so users aren't left debugging raw API payloads on their own. Before finalizing any dataset, an interactive preview shows a live sample of the records being pulled. Use natural language to refine the request in real time, and Copilot updates the configuration and re-previews the output instantly.

Custom OAuth Parameters via Key-Value Pairs

OAuth configurations in Connector Copilot now support custom key-value authorization parameters, unlocking connectivity with APIs that require additional query parameters beyond the standard OAuth fields.

A clear example is Google BigQuery, which requires access_type=offline and prompt=consent in the authorization request in order to return a refresh token. Without these, a connection authenticates successfully on first use but silently breaks after 60 minutes when the access token expires, with no mechanism for the platform to refresh it.

The Connector Copilot UI now provides a dedicated key-value pair interface in addition to the existing fields for Authorization URL, Token URL, Client ID, Client Secret, and Scopes. Any API that requires custom parameters in the authorization request can now be configured accurately, enabling persistent, self-refreshing connections.

📅 New Transformation: Parse Date

Nexadata now includes a dedicated Parse Date transformation that converts raw date strings and numeric timestamps into clean, timezone-aware date fields.

How It Works

When configuring a Parse Date step, you can:

• Select from common date format patterns, or specify a custom format string
• Convert Unix epoch timestamps, with support for both seconds and milliseconds precision
• Set a target timezone using a searchable timezone selector, ensuring dates are correctly localized for downstream use

This transformation is especially useful when working with API data that returns dates as integers, inconsistent string formats, or UTC values that need to be shifted to a local time zone before loading.

📄 View full documentation →

🚀 Execute and Monitor Workflows via the API

Workflows can now be triggered and monitored programmatically via the Nexadata REST API.

New Endpoints

• POST /api/v1/workflows/:id/execute — Initiates an async workflow execution and returns a confirmation that the job has been queued
• GET /api/v1/workflows/:id/executions/:executionId — Polls the status of a running or completed execution

Authorization is enforced at the organization level. Only users belonging to the workflow's associated org can trigger or monitor its executions. This enables Nexadata to be embedded in broader automation pipelines, triggered by upstream events, or scheduled via external orchestrators.

📄 View full API documentation →

📊 Extended Anaplan Application Data Sources

For organizations using Anaplan for connected planning, maintaining visibility into user activity and platform changes is critical for security and compliance. Until now, extracting and formatting Anaplan audit data into a reportable format required custom scripting and significant manual effort. Nexadata eliminates that complexity.

The Anaplan connector now supports a significantly expanded set of data sources, accessible directly from the Dataset Builder, purpose-built to surface audit and administrative data in a clean, human-readable format. User identification, activity timestamps, event types, and action descriptions are captured in a consistent, structured dataset that is immediately ready for filtering, sorting, and analysis.

New Data Source Types

Users can now select an Export Type when configuring an Anaplan dataset:

• Events — Audit event data with configurable time intervals and automatic pagination
• Users — User records for access visibility and activity reporting
• Workspaces — Workspace metadata with full tenant detail
• CloudWorks Jobs — Integration job data for monitoring and audit purposes
• Models — Available models within a selected workspace
• Imports, Exports, Actions, Processes, and Files — Model-level administrative data

📄 View full documentation →

🧱 Platform Fixes

• ENG-853 – Bug Fix: The secondary dataset column dropdown in Join transformations now populates correctly.
• ENG-857 – Bug Fix: Record order in map previews is now consistent when clicking through results.
• ENG-859 – Bug Fix: Pipelines with mismatched mapping group line items now surface a descriptive error instead of a generic internet error.
• ENG-863 – Bug Fix: The $ column reference popup and decimal precision controls in calculated fields have both been restored.
• ENG-865 – Bug Fix: Entering invalid formula syntax no longer corrupts the pipeline step. It remains editable rather than requiring deletion and recreation.
• ENG-866 – Bug Fix: The division operator (/) in Insert Column calculated value formulas no longer throws a syntax error.
• ENG-868 – Bug Fix: Renamed columns in supporting pipelines now correctly appear in the join dropdown, rather than showing their pre-rename names.

🔭 What's Next

Some of the capabilities below will look familiar from the Mid-Winter release notes. That's intentional. These aren't items that fell off the roadmap. They are central to the direction Nexadata is heading, and we're committed to shipping them. The End of Winter release on March 20th will continue to advance this work.

Here's what we're building:

• Multi-Request API Support in Connector Copilot: Automatically handle APIs that require multiple sequential requests to retrieve a complete dataset, including async job-based extractions where data preparation happens server-side before results are available
• Metadata-Aware Dataset Configuration: Connector Copilot will automatically discover and use metadata APIs to populate dropdown options and provide guided field selection during dataset creation, so users see real values and labels rather than raw identifiers like GUIDs
• Natural Language Mapping Groups: Create and iteratively edit standalone mapping groups entirely through natural language prompts, bringing full parity with the pipeline natural language workflow
• Holistic Pipeline Editing with Artifacts: Refine and revise entire pipelines conversationally with artifact support, enabling broader iterative changes beyond transformation-by-transformation updates
• Pipeline Versioning: A snapshot of each pipeline is automatically captured at execution time, enabling better audit tracking and making it easier to understand exactly how a pipeline was configured at any point in time

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

This update delivers significant enhancements to Nexadata's data transformation capabilities and AI-powered features. We've expanded join operations to support multi-stage workflows, improved Connector Copilot with better authentication handling and editing capabilities, and enhanced error transparency across AI features. We've also refined the platform experience with smarter UI behaviors and resolved several bugs affecting mapping groups, scheduled workflows, and connector reliability.

🔗 Enhanced Join Transformations with Supporting Pipeline Outputs

Nexadata now supports cross-pipeline joins, allowing you to reference materialized outputs from separate "supporting" pipelines during join operations. This unlocks complex multi-stage enrichment workflows that previously couldn't be handled within a single pipeline execution.

How It Works

When configuring a join transformation, you can now:

• Select outputs from one or more Supporting Pipelines as join sources and execution contexts
• Allows for building modular, reusable data enrichment workflows
• Handles edge cases requiring heavy pre-processing or lookup table generation

This capability enables scenarios such as multi-stage enrichments, complex lookups that require separate processing, and hierarchical data relationships spanning multiple execution contexts.

Use Cases

• Lookup Table Enrichment: Pre-process and materialize reference data in one pipeline, then join it efficiently across multiple downstream pipelines
• Multi-Stage Transformations: Break complex transformations into modular steps, each with its own pipeline, then combine results through cross-pipeline joins
• Hierarchical Data Processing: Build parent-child relationships across pipeline boundaries

🧠 Connector Copilot: Multiple Authentication Methods

The Connector Copilot now automatically detects and supports APIs with multiple authentication schemes, significantly expanding the range of systems you can connect to using natural language.

Previously, Connector Copilot could only handle APIs with a single authentication method. Now, when analyzing an OpenAPI specification, it detects all available security schemes and prompts you to select the appropriate method for your use case.

Supported Scenarios

• Multiple API Keys: Systems like Stripe or Pigment that offer different key types (standard API keys, restricted keys, or organization-level keys) for different access patterns
• Mixed Authentication Methods: APIs that support both API key and OAuth 2.0 authentication, allowing you to choose the method that best fits your integration needs
• Flexible Security Configurations: Choose the authentication method that best fits your security requirements

When configuring a connection, Connector Copilot will automatically present available authentication options and guide you through the selection process.

✏️ Connector Copilot: Edit Datasets, Connections, and Systems

You can now edit datasets, connections, and external systems created through the Connector Copilot and align them with manually configured resources across the platform.

Previously, Connector Copilot-created resources were immutable after creation, requiring users to delete and recreate them for any modifications. This update introduces:

• Dataset Editing: Modify data source configurations, update field mappings, and adjust pagination settings
• Connection Editing: Update authentication credentials, change API endpoints, and reconfigure connection parameters
• External System Management: Allows users to add a logo to a system created via Connector Copilot, providing a quick and easy visual reference when building Pipelines

This change eliminates the need to recreate resources from scratch when requirements change, streamlining iteration and configuration management.

🔍 Enhanced AI Error Feedback and Transparency

AI Copilot now provides detailed logs and actionable error messages when transformations fail, significantly improving debugging and iteration speed.

Previously, AI Copilot failures resulted in generic error messages with limited diagnostic information. Users had no visibility into why a transformation failed or how to adjust their prompts for better results.

What's New

• Advanced Error Logs: View detailed error messages that explain what went wrong during AI-assisted transformation generation
• Actionable Feedback: Receive specific guidance on how to adjust prompts or configuration to resolve issues
• Debugging Context: Access raw error details to quickly diagnose and iterate on complex transformations

Additionally, we've softened the UI response to transient AI failures. Instead of displaying harsh red error indicators, the platform now suggests retry options with gentler messaging, recognizing that many AI failures are temporary and resolve on retry.

🎨 Platform Improvements

Column Rename Propagation

Column renames now automatically propagate to all downstream transformations that reference them. When you rename a column in one transformation, every subsequent transformation in the pipeline updates automatically, maintaining pipeline integrity without manual intervention.

Unified Ellipsis Menus

Mapping Groups and Pipelines now feature consistent ellipsis menu options (Edit, Delete) across the platform, matching the behavior of Datasets and Connections. This creates a consistent, predictable interface experience across Nexadata.

Improved Search Field Behavior

Property and column selection fields now automatically clear search text after selection, eliminating the need to manually delete text before performing another search. This small refinement significantly improves workflow efficiency when configuring transformations.

🧱 Platform Fixes

• ENG-845 – Bug Fix: Connector Copilot now provides clear, actionable feedback when API pagination limits are exceeded, replacing generic error messages with specific validation guidance.
• ENG-842 – Bug Fix: Resolved issue where the Dataset Builder workflow would fail after selecting an API endpoint during Connector Copilot dataset creation.
• ENG-840 – Bug Fix: Scheduled workflows marked as "active" now fire as expected; resolved execution reliability issue affecting workflow automation.
• ENG-734 – Bug Fix: Property selection fields now automatically clear search text after selection, streamlining the configuration workflow.
• ENG-827 – Bug Fix: Save button in the Mapping Group editor remains visible when scrolling through long rule lists, preventing accidental loss of configuration work.
• ENG-831 – Bug Fix: Mapping group rules now correctly handle exact value matching without type conversion issues (e.g., "400000" no longer appears as "400000.0").
• ENG-826 – Bug Fix: Conditional mapping groups now correctly evaluate rules when referenced columns contain blank values.

🎉 Nexadata Certified on HubSpot Marketplace

We're excited to announce that Nexadata is now certified on the HubSpot Marketplace, making it easier for HubSpot users to discover and integrate Nexadata into their data workflows.

This certification validates Nexadata's integration quality and security standards and reflects our commitment to providing seamless connectivity with leading business platforms. As part of this certification process, we've refined our HubSpot OAuth implementation to align with HubSpot's best practices for scope minimization and data access.

📄 View Nexadata on the HubSpot Marketplace →

🔭 What's Next

We're continuing to enhance Connector Copilot and expanding natural language capabilities across the platform. Here's what we're working on:

• Multi-Request API Support in Connector Copilot: Automatically handle APIs that require multiple sequential requests to retrieve complete datasets, including async job-based extractions where data preparation happens server-side
• Metadata-Aware Dataset Configuration: Connector Copilot will automatically discover and use metadata APIs to populate dropdown options and provide guided field selection during dataset creation, reducing manual configuration
• Natural Language Mapping Groups: Create and iteratively edit standalone mapping groups entirely through natural language prompts, bringing full parity with pipeline natural language workflows
• Holistic Pipeline Editing with Artifacts: Refine and revise entire pipelines conversationally with artifact support, enabling broader iterative changes beyond transformation-by-transformation updates
• Pipeline Versioning: Automatic snapshot creation upon execution to track how pipelines looked at the time of each run, enabling better audit tracking and troubleshooting

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

The final Nexadata release of the Fall 2025 season delivers major platform improvements. At the center of this release is the new Connector Copilot, which enables Nexadata to connect to virtually any system with a REST API. This update also includes new support for dynamic date and time insertion, expanded coverage of natural language transformations, and improved data cleanup tools.

🔗 Nexadata Connector Copilot (Beta)

The Connector Copilot allows users to create datasets from any REST API using natural language, with no custom code or manual connector setup required.

Powered by agentic AI, the Connector Copilot autonomously interprets an API specification (such as an OpenAPI or Swagger file), determines how to authenticate, and constructs valid API requests that return structured, analytics-ready data. It automatically handles schema parsing, pagination, and nested fields so users can focus on describing what data they want, not how to retrieve it.

How It Works

Users start by providing an API specification. From there, the Connector Copilot will:

• Perform authentication discovery and apply the correct method
• Read the schema and data structure from the spec
• Prompt the user for a natural language description of the dataset they want
• Return a fully configured dataset that can be used directly in Nexadata Pipelines

Supported Authentication Methods

The Connector Copilot automatically detects the authentication method based on the API specification or endpoint behavior. It currently supports:

• OAuth 2.0
• API Keys
• Basic Authentication

Once detected, the Connector Copilot guides users through the credential setup without requiring technical configuration.

Current Scope and What’s Next

🔧 Available now: Create datasets from APIs using OpenAPI specs and natural language.

🚀 Coming soon:

1. Metadata-aware prompting to allow a user reference details of an endpoint, such as properties of an object.
2. Support for Pipeline Outputs, allowing Nexadata to write data back to external systems.

📅 Dynamically Insert Dates and Times

You can now insert dynamic, runtime-generated date and time values into fields using the @date function.

This works in most fields, including column names, values, and labels. It's useful for:

• Timestamping workflow outputs
• Dynamic labeling and versioning
• Automating date-based filtering

Just start typing @date and choose a format like %y-%m-%d, or type your own.

📄 View full documentation →

💬 Smarter Natural Language for Pipelines

Nexadata now supports all transformations when using natural language to add steps in a pipeline. This includes advanced operations like joining datasets, formatting values, cleaning columns, and more.

The system better understands user intent and automatically applies the appropriate logic based on the prompt's language.

Here are some example prompts you can try:

• “Join customer orders with product details using product ID”
• “Insert a column with today’s date in the format of yyyy-mm-dd”
• “Replace all invisible characters in the ‘Comments’ column”

🧹 Better Handling of Invisible Characters

Invisible characters, such as tabs, extra spaces, and blank values, can now be identified and removed or replaced using Find & Replace.

This helps clean up inconsistent or unstructured data, especially in columns where formatting issues might otherwise be hard to detect.

🔢 Find & Replace on Numeric Columns

Find & Replace now works on numeric columns. When used, the column is automatically converted to text format.

💡 If you need to perform math operations like scaling, filtering, or aggregating, use Nexadata’s Math functions instead to preserve numeric typing.

Thanks for being part of the Nexadata journey. This update sets the foundation for deeper integration and automation capabilities coming in Winter 2026.

— The Nexadata Team

Hi there,

🧠 From Business Logic to Structured Mapping

This release marks a major milestone in Nexadata’s agentic AI copilot: advanced Mapping Groups now support conditional business logic written in plain English.

Simply describe your business rules using everyday language with “if,” “then,” “or,” and “otherwise,” and Nexadata translates your intent into structured mapping logic that models your organization’s data rules with precision.

For example, you might say:

• If region is “North America” or “Europe,” then map to “EMEA,” otherwise map to “Other Regions.”
• If account_type is “Enterprise” and revenue > 1,000,000, then set tier = “Platinum,” else if revenue > 500,000, then set tier = “Gold,” otherwise “Standard.”
• If product_code starts with “X,” then assign business_unit = “Technology,” if it starts with “F,” then “Finance,” else “Miscellaneous.”

These conditions are automatically structured into Mapping Groups, ensuring your transformation rules remain transparent, traceable, and aligned with business intent without requiring technical expertise.

🪄 Introducing the “Plan” Step

Before Nexadata executes your instructions, the AI now creates a plan — a clear and structured outline of how your inputs will be interpreted. You can review, modify, and approve this plan before execution to ensure it aligns with your business logic.

This new human-in-the-loop validation step encourages collaboration between domain experts and AI, making every transformation explainable and auditable. Users can iterate naturally with Nexadata, such as “Refine the rule to include inactive accounts only if the status is archived.” The AI adjusts and resubmits the plan for review, creating a transparent and iterative design process.

📄 Summary AI Prompt Overview

Every AI-built Pipeline now includes a Prompt Overview that summarizes the information and decisions that shaped its construction.

This overview supports audit readiness, traceability, and compliance logging by showing exactly what context, instructions, and logic informed the final output.

🧩 Simplifying Conditional Logic with “Any”

Nexadata introduces a new “any” mapping type that simplifies rule creation and removes the need for complex fallback logic.

With “any,” users can create broad conditional mappings without chaining or redundant rules. This makes logic easier to read, reduces duplication, and improves reliability in AI-generated mappings.

Example:
If any product category is missing, then map to “Uncategorized.”

🔢 Simplified Data Types

To make Nexadata even more intuitive, we’ve streamlined our data types for clarity and consistency across all interfaces.

• Integer and Decimal have been merged into a single Number type.
• String has been renamed to Text, reflecting business-friendly terminology.

These changes simplify schema design and make data modeling easier for all users, technical or not.

📘 New Quick Start Guide

We’ve introduced a new Quick Start Guide featuring the Nexadata AI Copilot. Learn how to connect, map, and harmonize your data in under 10 minutes. Follow step-by-step examples that show how to use natural language to define business logic, review AI-generated plans, and validate transformations with confidence.

🧱 Platform Fixes

• ENG-704 – Bug Fix: Merging columns of different types (for example, “Text” and “Number”) now works as expected during transformation.

🚀 What’s Next

We’re building the App Connector Copilot, expanding Nexadata’s agentic AI to directly access data from a wide range of business applications.

Business users will be able to simply provide their access credentials and describe their data needs in plain English. Nexadata will then connect, clean, and unify datasets across systems automatically, making it easier than ever to bring together business data from multiple sources without technical setup.

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

Introducing Nexadata AI Copilot

The Early Fall Release represents a major evolution of the Nexadata Platform, introducing a truly agentic AI Copilot that autonomously builds, validates, and refines data Pipelines based on user-defined requirements. This release brings a new level of intelligence, precision, and flexibility to the data transformation and mapping process.

🧠 From Natural Language to Structured Intent

Previously, users built Pipelines using simple natural language instructions. Now, users can provide their requirements in a parenthetical format and optionally specify the desired output format. With this information, Nexadata’s agentic AI automatically constructs the entire Pipeline, ensuring that every transformation matches the intended result.

🔁 Deterministic, Step-by-Step Intelligence

Nexadata’s agentic AI employs a deterministic and iterative approach to Pipeline creation. At each stage, the AI Agent evaluates the results and then adds the next transformation step deterministically, progressing toward the defined goal with precision and traceability. This method ensures every action in the Pipeline is explainable, reproducible, and aligned with the specified output structure.

👁️ Human-in-the-Loop Validation

Once the pipeline is built, each step is fully visible, enabling users to verify, modify, and approve the AI’s work. This human-in-the-loop design combines automation with supervision, ensuring users trust that every transformation complies with their business rules and data quality standards.

⚙️ Dynamic Transformation Logic

All transformations, including join logic and conditional mappings, are now dynamically built based on the user’s supplied requirements. Nexadata’s AI interprets intent and data relationships to generate contextually accurate and efficient transformations, dramatically reducing the time required to build complex data workflows.

🧩 Flexibility Through Advanced Mode

Nexadata continues to offer Advanced Mode, enabling users to manually build Pipelines and conditional mapping groups when preferred. Advanced Mode also provides an easy way to make targeted adjustments to Pipelines that have been created by the agentic AI, delivering the best of both worlds: automation and control.

👉 Read the AI Copilot docs

🤖 Transition to Anthropic Claude Models

This release also features a complete migration from OpenAI to Anthropic, utilizing Claude’s reliability, structured reasoning, and long-context capabilities, which are essential for understanding complex mapping and transformation logic across large datasets. This transition ensures Nexadata provides predictable, steerable, and enterprise-ready AI performance.

🔐 Bring Your Own Key (BYOK) for Claude API

Nexadata now supports Bring Your Own Key (BYOK) for the Anthropic Claude API.

Organizations can use their own Claude instance or fine-tuned models, enabling Nexadata to utilize your custom-trained specialization while ensuring secure orchestration and compliance.

👉 Read the BYOK docs

🛡️ Privacy by Design

As always, Nexadata does not store your data, nor is your data ever shared in full with any large language model.

To enable deterministic AI processing, a limited and controlled sample of records may be securely shared with the AI agent to determine the next transformation step. This sample is never persisted, and all processing occurs within Nexadata’s secure environment. Your data’s privacy, integrity, and governance controls remain fully protected throughout the process.

🛠️ Platform Fixes

This release also includes several key platform improvements focused on security, reliability, and ease of use.

• ENG-730 – Simplified Non File-Based Connections - Connections that are not file-based, such as REST or other direct APIs, no longer require PGP encryption keys. This change streamlines configuration and removes unnecessary setup steps.
• ENG-732 – Hide Pigment API Keys After Verification - Pigment API keys are now hidden once verified to enhance connection security and protect sensitive credentials.
• ENG-741 – Default to the Latest Salesforce Version - When setting up a Salesforce Connection, Nexadata now automatically defaults to the latest supported Salesforce API version, ensuring compatibility and reducing setup effort.
• ENG-743 – Prevent Deletion of Active Target Connections - Connections that are currently used as targets in a Workflow can no longer be deleted. This safeguard prevents accidental disruptions to dependent Pipelines and ensures operational continuity.

🚀 What’s Next

Here’s a look ahead at what’s in the pipeline:

• Unified Dataset Builder (DSB) – Manage structured, semi-structured, and unstructured datasets in one place.
• Google Drive Connector – Connect, preview, and transform Google Sheets and CSVs directly in Nexadata.

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

September 30, 2025

We’re closing out the summer with powerful new capabilities to make automation easier, datasets richer, and connections more reliable. Here’s what’s new in Nexadata.

⏰ Workflow Schedules

You can now schedule your Nexadata Workflows to run automatically—hourly, daily, or on a custom cadence. This ensures your harmonized data is always flowing to downstream systems without manual intervention.

With Workflow Schedules, you can:

• Automate routine processing with reliable, repeatable runs
• Ensure systems are always updated with fresh and aligned data
• Reduce manual overhead and focus on higher-value work

👉 Read the Workflow Scheduling docs

🔗 HubSpot Object Associations in Datasets

Nexadata now supports referencing HubSpot Object Associations directly when building datasets. That means Deals ↔ Companies ↔ Contacts ↔ Tickets relationships are preserved and accessible in your harmonization process.

This update allows you to:

• Easily join across HubSpot objects without custom queries
• Build richer CRM datasets for revenue, marketing, and support analytics
• Maintain relationship integrity for cleaner outputs

👉 Read the HubSpot Associations docs

🧪 Interactive Connection Testing

No more “set it and hope it works.” You can now test all Nexadata Connections interactively to confirm that credentials and endpoints are valid.

Connection Testing supports:

• Basic Auth, API Keys, and OAuth connection properties
• Real-time feedback to help troubleshoot login issues
• Reduced risk of failed runs due to expired or outdated credentials

👉 Read the Connection Testing docs

🚀 What’s Next

Here’s a look ahead at what’s in the pipeline:

• Agentic AI Phase 1 – Describe your data goals in plain English, and Nexadata generates a step-by-step integration plan.
• Google Drive Connector – Connect, preview, and transform Google Sheets and CSVs directly in Nexadata.
• Unified Dataset Builder (DSB) – Manage structured, semi-structured, and unstructured datasets in one place.

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

We’re excited to share the highlights from our Late Summer Platform Release. This release focuses on Workflows, the new Salesforce Connector, and a few important quality-of-life improvements.

🚀 Introducing Nexadata Workflows

Nexadata Workflows centralize and streamline your data harmonization needs, allowing you to combine structured, semi-structured, and unstructured data into a single automated process.

With Workflows you can:

• Organize and process all data types — from Salesforce and HubSpot data to Excel sheets, text files, and PDFs
• Automate routine data tasks with repeatable, maintainable, and auditable workflows
• Reduce manual effort by eliminating fragmented one-off integrations
• Ensure your data is analysis-ready, fresh, and aligned with downstream systems

Workflows are designed to scale with your business and give you confidence that your data pipelines are running reliably and transparently.

👉 See the Workflow docs

🔗 New: Salesforce Connector

Nexadata now integrates bi-directionally with Salesforce!

You can:

• Ingest Salesforce data into Nexadata via the graphical SOQL query builder or predefined Salesforce Reports
• Send enriched results back to Salesforce using Insert, Update, Upsert, or Delete actions
• Configure mappings for standard and custom Salesforce objects with flexible options
• Optimize performance with Real-time or High-volume sync modes

Example use cases:

• Connect to two or more Salesforce instances, harmonize and map the data, and clean up your CRM environment
• Bi-directionally exchange data across Salesforce ↔ HubSpot ↔ Anaplan ↔ Pigment to keep all systems in sync

This connector makes it easier than ever to use Salesforce data in your Nexadata pipelines — and ensure your CRM stays consistent across your business.

👉 See the Salesforce Connector docs

🛠 Improvements

• Nexadata now automatically detects data sources with a single column, removing the need for manual adjustments.

🔭 What’s Next

Here’s what we’re working on next:

• Schedules & Notifications in Workflows – Automate runs and get alerts on completion or errors.

🚀 Ready to try it out? Sign up today for the Base (Free) Edition and unlock access to all platform features — no credit card required.

👉 Start Free at nexadata.com/pricing

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

We’re excited to share what we’ve been building this summer. The latest Nexadata release delivers major improvements in connectivity, security, workflow management, and auditability, all designed to help your team work faster, govern smarter, and transform data more intuitively.

🔌 New Connectors: Built-In Bidirectional Sync

You can now natively import and export data to and from:

• Anaplan - now with support for executing Processes to trigger model-to-model sync-ups once harmonized data is pushed.
  ​See Anaplan Docs →
• Pigment - supports bidirectional sync using Views, Blocks (Metrics, Dimension Lists, Transaction Lists), or the Payload Builder.
  ​See Pigment Docs →
• HubSpot - connect sales and marketing data with operational workflows, planning, and reporting.
  ​See HubSpot Docs →

These connectors support round-trip data sync and dynamically reflect your app’s structure - no more chasing down codes or object IDs. 👍

🔒 Enterprise-Grade Security

We’ve implemented a complete access control framework to support secure operations at scale.

✅ Role-Based Access Control (RBAC)

Nexadata now supports a matrixed security model where users are assigned both a Role and a Group. Roles (e.g., Super Admin, Security Admin, Connection Admin, Billing Admin, Workflow Access) define global platform privileges, while Groups act as the unit of permissioning across Workspaces and Environments.

🧱 Workspaces & Environments

Workspaces are now a foundational part of Nexadata and a core component of our upcoming launch of Workflows. With Workspaces, you can now:

• Include independent DEV and PROD environments
• Control access through group-based permissions can be set with five access levels: Viewer, Executor, Editor, Creator, and Admin.
• Use names, descriptions, and color tags for clarity and segmentation

🔐 SSO & IP Allow Lists

• SAML-based SSO for secure, org-wide authentication.
• IP Allowlist to restrict access to trusted locations only.

🛠 Other Enhancements

• Formula support for column names with spaces automatically wrapped in to make formula writing easier.
• UX improvements for large Mapping Groups, including smoother scrolling and a persistent Save button.
• Improved error handling for malformed or corrupted uploads and character encoding issues.

🔭 What’s Next

Looking ahead, we’re working on making Nexadata even more powerful:

• Workflows - Bundle multiple datasets and pipelines into a single output with integrated scheduling, notifications, and change tracking.

• Salesforce Connector (Bidirectional) - Full sync support for Salesforce data.

Try the new features today, and let us know what you’d like to see next using the in-app feedback tool. We’d love to hear from you!

Thanks for being part of the Nexadata journey.

— The Nexadata Team

Hi there,

🚀 Nexadata is Now Live on app.nexadata.com!

We’re excited to share a major milestone: Nexadata has officially transitioned from beta.nexadata.com to our production environment at app.nexadata.com!

This marks the end of our beta phase and the beginning of a new chapter—one that’s been shaped by your feedback, use cases, and partnership.

✨ New Features Added Since Beta

Over the course of the beta, we introduced a number of powerful features to help you better ingest, transform, and map your data.

🔐 Authentication & Access

• You can now sign in with Google Authentication via OAuth 2.0, making login more secure and convenient.

📄 Ingest Unstructured Data

• We introduced the Nexadata Dataset Builder, enabling you to extract and transform data from unstructured sources like PDFs with tables and formatted reports.

✅ Smarter Mapping & Approvals

• New Approval Workflow lets you review and approve unmapped items before they’re committed.
• Integrated Semantic Matching intelligently suggests mapping candidates to speed up your workflow.
• Audit Tracking for Mapping Groups gives you visibility into changes over time, with the ability to revert to previous versions when needed.

➗ Enhanced Data Transformation

• You can now perform column-level calculations to dynamically compute new values based on other columns.
• The platform supports formatted column conversion—automatically handling currency symbols, commas, and more.
• Easily join datasets using a common key, enriching your data for better analysis.

🔌 Expanded Connectivity & Integration

• Securely transfer data with SFTP + PGP encryption.
• Use the new Nexadata REST API for programmatic access and integration into your existing workflows.

📬 Better Feedback Loop

Now that we’ve exited beta, we’re also improving communication around your feedback.
You’ll begin receiving direct updates on issues you file, helping close the loop and keeping you informed every step of the way.

🔮 Coming Soon...

You might be wondering, what’s next? A lot!

We’re actively working on:

• New application connectors to expand your integration options
• A new way to organize and execute work via Workflows, Workspaces, and Environments
• Granular roles and permissions for enhanced data security and control

Stay tuned—these updates are just around the corner.

Thank you again for your support, trust, and feedback. Nexadata continues to grow because of our incredible user community—and we’re just getting started!

— The Nexadata Team