Sources

A source is a dataset from one application or file feed (for example Adyen settlements, Shopify orders, or a CSV upload). The Sources page lists every import source for your company and lets you create, view, edit, and duplicate them.

Open Import › Setup › Sources in the app.

Typical setup

Most companies connect a mix of:

Payment service providers (for example Adyen, PayPal)

Order or invoicing systems (Shopify, custom order feeds)

ERP or accounting systems (Business Central, NetSuite, and others)

Many PSPs use a connector that collects data automatically. File-based feeds often start from a CSV-style connection. Details for each connection type live under

Data integration.

Create a source

Choose Create source.

Select a connection. Once chosen, the connection cannot be changed for that source.

Select a credential of the matching type (create one under Credentials if none exist yet).

Configure general settings (see below).

Save. Review the collection schedule and mapping before you rely on the source in production.

General settings

Exact fields depend on the connection. Common settings include:

Setting	Purpose
Name	Label used across Actuals
Credential	Secrets used to collect data
Data collection schedule	Daily, weekly, or manual
Data processing type	How new files combine with existing data (for example incremental vs full / differential modes)
Default header	Expected column names when data arrives
File filter / separator	Which files to process and how values are split (file-based sources)
Unique identifier	Columns that uniquely identify each row (required for some differential modes)
Processed by other source	When another source populates this dataset

For connector-based sources, leave connection-specific defaults unless Actuals or your implementation guide says otherwise.

Collection vs processing

Actuals separates data collection from data processing:

Collection — pulling or uploading files into the source (schedule on the source, or manual upload on Files)

Processing — converting collected rows into Actuals transactions (Transformation Schedule, company-wide)

From the sources list you can see whether a source is on the transformation schedule, and open Manage Transformation Schedule to choose when processing runs and which sources it includes.

Looking for other source actions?

In the new app, actions that used to sit on each source now live elsewhere:

What you need	Where to go
Iterations and data mapping	Transformation ›
Upload files and review processing status	Import ›
Browse raw imported rows	Import ›

Sources list

The overview shows ID, Name, Type, Connection, Status (for example Live), Transformation Schedule, Created at, and Last updated. Use Search & Filter and Refresh to find sources.

Row actions include View, Edit, Duplicate, and more. If a source is not on the company transformation schedule, the schedule column shows Add to schedule.

On the detail page you see the source ID, name, connection, status, category (for example Payment service provider), and type (for example API), with View / Edit.

Permissions

Creating or editing sources requires the right role permissions. If create is blocked, contact an administrator.