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Sources

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Overview

A Source is a defined connection to a Service. You can have multiple sources pointing to the same Service. For example, if you manage Google Analytics for multiple clients using different credentials, you would create a source for each client.

Create a Source

  1. Click on the Sources icon in the top navigator.
  2. ¬†Click the add “+” button.
  3. Enter the name for the Source.
  4. Select a Source Service
  5. Make sure you have your source credentials available. You may have to log into a cloud service to retrieve any API keys.
  6. You will then be presented with additional options to connect to the service based on the Source Service type you chose. Depending on the source type, there will be options like account number or name, API keys and authentication credentials.
  7. Fill in all required fields (with red labels).
  8. Click on the Save button at the top of the form.

Edit a Source

  1. Click on the Sources icon in the top navigator.
  2. Click on the source you would like to change by clicking on the source name link.
  3. Click on the “Edit” button.
  4. Make the changes required. Required fields have red labels and must not be empty.
  5. Click “Save” to update the source.

Duplicate a Source

  1. Click on the Sources icon in the top navigator.
  2. Click on the source you would like to clone by clicking on the source name link.
  3. Click on the “Clone Source” button. A new copy of the source will be created in the source list.¬† The name of the new source will be prefixed with the words “Clone of”
  4. Click “Edit” to change the name of the new source and make any other changes for your collection.
  5. Click “Save” to update the source.

Delete a Source

  1. Click on the Sources icon in the top navigator.
  2. Click on the source you would like to delete by clicking on the source name link.
  3. Click “Delete” to remove the Source.
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