Sources

The Sources tab provides the capability to manage the data sources to be used in mapping.

Adding a New Source

1. Click Add New Source. The Add New Source dialog will appear.

2. Supply the following required values:

   a. Source Name - A descriptive name for the source.

   b. File Separator - Choose among the available delimiters that is used to delimit or separate the individual columns or data in the source.

   NOTE

   To add a file separator character that is not in the list:

   1. Type the character. The Add <character> tooltip will appear.

   2. Click the tooltip. This will automatically add the character to the list and be selected.

   c. File Path - This fetches the list of uploaded source files from the connected AWS S3 bucket.

   NOTE

   If you notice a loading icon, wait until it disappears. This means the list of uploaded sources are being fetched.

   Select among the available items in the list. To upload a new source file:

   1. Click the plus button. The Upload File modal will appear.

   2. Click Choose File and browse for the specific source file to upload.

   3. Click Open. The file name will be displayed in the textbox in the modal.

   4. Click Upload. Wait until the process is complete.

   5. After a successful upload, the newly uploaded source file will be selected automatically and added to the list.

3. Click Load Fields to show the data in the source file.

4. All the available fields will be shown in the Fields table. Configure the following based on these columns:

   a. Include - Switch on or off, depending on the field's relevance to be included in the mapping.

   b. Field - The name of the field as seen in the source.

   c. Default Value - By default, it is the field name but can be edited to make it more comprehensive.

   d. Unique Key - The field that is considered as the identifier of the record.

   NOTE

   At least one is required.

   e. Track history - Toggle history to track the fields over time to account for users moving between departments or if it should only display the most recent value. Consider tracking historical changes when creating input sources.

   For example, keeping historical data for reporting could be vital for Country, Region, Department, and Project; keeping track of old Mail, Phone number, and Office number is likely not helpful. Multiple items can be selected.

5. Click Save Source. This will automatically close the dialog and add the source to the list of added sources.

   NOTE

   Once saved, notice the labels associated with the fields (History or Unique).

Editing a Source

1. In the list of sources, look for the desired source to modify.

2. Click the Edit button associated with the source.

3. The Edit Source dialog will appear. Modify the following details of the source:

   a. Source Name - A descriptive name for the source.

   b. File Separator - Choose among the available delimiters that is used to delimit or separate the individual columns or data in the source.

   NOTE

   To add a file separator character that is not in the list:

   1. Type the character. The Add <character> tooltip will appear.

   2. Click the tooltip. This will automatically add the character to the list and be selected.

   c. File Path - This fetches the list of uploaded source files from the connected AWS S3 bucket.

   NOTE

   If you notice a loading icon, wait until it disappears. This means the list of uploaded sources are being fetched.

   Select among the available items in the list. To upload a new source file:

   1. Click the plus button. The Upload File modal will appear.

   2. Click Choose File and browse for the specific source file to upload.

   3. Click Open. The file name will be displayed in the textbox in the modal.

   4. Click Upload. Wait until the process is complete.

   5. After a successful upload, the newly uploaded source file will be selected automatically and added to the list.

4. Click Reload Fields. This refreshes the list of fields from the source. This will automatically update the list for any changes in the source.

5. In the Fields table, reconfigure the following fields:

   a. Include - Switch on or off, depending on the field's relevance to be included in the mapping.

   b. Field - The name of the field as seen in the source.

   c. Default Value - By default, it is the field name but can be edited to make it more comprehensive.

   d. Unique Key - The field that is considered as the identifier of the record.

   NOTE

   At least one is required.

   e. Track history - Toggle history to track the fields over time to account for users moving between departments or if it should only display the most recent value. Consider tracking historical changes when creating input sources.

   For example, keeping historical data for reporting could be vital for Country, Region, Department, and Project; keeping track of old Mail, Phone number, and Office number is likely not helpful. Multiple items can be selected.

6. Once all is set, click Save Source.

   NOTE

   Once saved, notice the labels associated with the fields (History or Unique).

Previewing a Source

1. In the list of sources, look for the desired source to preview.

2. Click the Preview button associated with the source.

   The Preview modal will appear and display the contents of the source. This is useful to check the delimiter used and columns included in the source file.

3. Once done reviewing the content of the source file, click Close.

Deleting a Source

1. In the list of sources, look for the desired source to remove.

2. Click the Delete button associated with the source.

3. In the confirmation, click Delete.