Updating sources

The "Add a file" option allows you to continue adding information or transactions to the sources that have been previously uploaded and configured.

In this article you will be able to see the step by step of how to update a source manually. For more information on how to update sources automatically, see the main integrations article.

🔌Integrations

How to update a source?

Step 1 - Manage files

In the Sources section, hover over the font you need to update and click Manage Files.

Step 2 - Upload files to the source

A new view will open where you can drag or upload the file(s) to your source.

Remember:

In you will be able to:

• View the uploaded files, the date they were uploaded and the number of records that each file has.

• View the file status, whether scanning, processing, processed, scan failed, failed, or deleted

• Execute the actions of deleting or downloading a file from your source.

Step 3 - View Table

Once the information has been loaded, click on the View Table button (at the top right) which will be enabled only when the source has been successfully loaded.