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Data Sources

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Manage Data Sources contains five Tabs:

  • Data Owners
  • Storage Routes
  • Integration Routes
  • Integration Marketplace
  • BD Select Sources

Note: Integration Marketplace tab is only visible if client is using the product.

Data Owners

To set up and initiate the necessary acquisition workflow and pull in data, start by adding at least one Data Owner which can have one or multiple clients. You can also create Brands for each client and Titles for each brand. Brands and titles provide the ability to organize clients in a hierarchical structure but are not required to use the platform effectively.

🆕Creating a Client 🔍Searching for an Owner 🗂️Duplicate a Client 👥Add/Remove Contacts 🏷️Add/Remove Brands 🏢Add/Remove Titles 📌Add/Remove Tags

Storage Routes

Routes and Files always belong to a client.

🗄️Storage Routes 🔍Search for a Route 🧰Managing a Route 📄Duplicate Routes 🗑️Delete a Route ⬆️Upload and List Files

Integration Routes

These are time-based routes where the data comes on a schedule. They are set up by client.

🔀Manage Integration Routes

Integration Marketplace

🧩Integration Marketplace

BD Select Sources

Create Select SourceCreate Select Source