Setup is where you connect external systems before data flows in. Add credentials first, then create sources that use them.
Order of setup
- Create and validate a credential for the integration (API keys, tokens, or other secrets).
- Create a source linked to a connection and that credential.
- Configure mapping and iterations under Transformation âē
Mapping.
- Upload or collect files, then review them under Import âē
Files.
In this section
- Credentials â secrets for marketplaces, payment providers, banks, and accounting systems
Sources â import sources, collection schedule, and processing type
In the old app, file upload, processing details, iterations, and mapping lived on each source. In the new app those actions live on their own pages (Files, Mapping).
CredentialsSources