Data sources overview

A data source is how you bring data into Connecto. Each data source belongs to an organization and has a type that determines where its data comes from.

Types of data source

The Data Sources page groups your sources by type:

• File data sources — a file you upload directly (see File uploads).
• SFTP data sources — a file Connecto pulls from an SFTP server (see SFTP).
• HRIS data sources — data from a connected HR system.

This section covers the two file-based types you set up yourself: uploads and SFTP.

Note

Creating and editing data sources is available to organization administrators. If you don’t see the + New Data Source button, your account doesn’t have permission to create one.

The New Data Source wizard

You create every file-based source with the same wizard. From the Data Sources page, select + New Data Source. The wizard walks through four steps, shown down the side:

1. Name & Type — pick the organization, choose the data source type, and give it a name.
2. File Setup — provide the data: upload a file, or connect to an SFTP server and pick a file.
3. Schema & Preview — define or validate the columns, and preview the rows.
4. Review & Share — check a summary and optionally share the source with a provider organization, then select Create Data Source.

Use Next and Back to move between steps, or Cancel to leave. Your progress is saved as a draft, so you can come back and finish later.

Ready to add one? Start with uploading a file or connecting over SFTP.