Data
Source detail
Operate one source, manage resources and schemas, and recover sync or initial-load failures.
Source detail
Operate one source, manage resources and schemas, and recover sync or initial-load failures.
Where to find it
Open Account > Data Sources and select the intended source.
Address: /account/sources/:sourceId. Open the saved resource from the product rather than typing this address.
Review the source and its tables
Check the source type and readiness status, then use Reporting tables to find its resources. Open a table to inspect its preview, schema, relationships, and activity. The available setup and sync controls depend on the connector; a saved source may still need an initial load.
Open Source settings
Choose Source settings in the page header. Its drawer contains Connection details, Tools and support, source status, and Company knowledge. Use in assistant answers allows assistants to search and cite this source; each person still needs permission to its content. This setting does not change the reporting-table sync.
For an investigation, choose Copy support details, inspect the bounded packet, and use Copy support packet. Check the packet for sensitive information before sharing it outside the intended support context.
Recover an initial load
The initial-load panel shows saved batches, rows, and completed tables. When blocked, Fix in chat opens the issue in its source context where available. After correcting the blocker, use Retry initial load or Continue initial load. Finish setup appears when the load is complete but setup still needs completion. Continuing resumes saved checkpoints; it does not start a new connection.
Manage syncs
Inspect the intended table's sync and latest run before running it again. Use its sync-detail link for cadence, pause, and recovery. PestRoutes can expose Refresh, Future deletes, and Full deletes as different operations; confirm the operation and its consequences before running it. Five9 may expose report checks and CSV backfill; Sheets exposes its sheet-sync controls. Follow the matching connector setup rather than treating all sources alike.
Archive or restore
In Source settings > Source status, choose Archive source, review the named source, then Confirm archive. Data is preserved and the source is hidden from the active list. Sync and schedule settings are unchanged: pause automatic work separately if it should stop.
Find the source in the Archived source list and use Restore source to show it again. Paused schedules stay paused. If a save reports a conflict, refresh the source's current settings and review the change again.