Import

Import is where you manage credentials and sources, review collected files, and inspect raw rows in the app. Which integration method to use (connectors, SFTP, API, and more) is documented under

Data integration.

What you do here

Set up connections — store credentials, then create sources that use them.

Collect data — connectors pull data on a schedule, or you upload files manually.

Inspect what arrived — review files and browse raw rows before mapping runs.

Turning raw data into Actuals transactions (iterations, mapping, transformation schedule) lives under Transformation, not Import.

Import overview

The Import landing page shows:

Totals — how many credentials you have, and how many sources are live vs total

Import monitoring — recent collection or pipeline events (timestamp, rule, pipeline step, source, outcome), including failures worth investigating

Go to cards — shortcuts into Credentials, Sources, Files, and Raw Data Explorer

Screenshot coming soon — Replace with: Import landing (totals, monitoring widget, Go to cards)

Pages in this section

plain text
Import
├── Setup
│   ├── Credentials
│   └── Sources
├── Files
└── Raw Data Explorer

Setup — credentials and sources

Files — processing files and uploads per source

Raw Data Explorer — browse and export raw imported rows

How you provision data (UI upload, SFTP, connectors, API, and more) is documented under

Data integration.

Related in Transformation

Mapping — iterations and data mapping (moved off each source)

Transformation Schedule — when collected data is converted into transactions

Setup

Files

Raw Data Explorer