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Goal: define a dataset feed (connector or file-based) that uses a validated credential.
Open Import › Setup › Sources.
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Before you start

Have a matching credential ready (or create one first).

Steps

  1. Choose Create source.
  1. Select a connection (this cannot be changed later for that source).
  1. Select a credential of the matching type.
  1. Configure general settings: Name, collection schedule, processing type, headers / filters as needed.
  1. Save.
  1. Confirm whether the source is on the Transformation Schedule (or add it).
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Tips

  • Connection-specific defaults are usually fine unless your implementation guide says otherwise.
  • Collection (pull/upload) and processing (into transactions) are separate.

Next

  • Upload or wait for files: Import › Files
  • Map data: Transformation › Setup › Mapping
Full reference: SourcesSources.