Create a source
A source is created with a four-step wizard: Connect, Review data, Define schema, and Publish.1. Connect
You can start from two origins:- Upload file: accepts JSON, XML, CSV, and Excel/XLSX up to 50 MB.
- Connect external API: you provide the URL, the method (GET or POST), and, if the service requires it, an API key that is sent as a Bearer token. The Test connection button verifies access before you continue. The response must be JSON, up to 5 MB, and the connection waits a maximum of 10 seconds. Only public HTTP(S) URLs are accepted.
2. Review data
A table shows the detected fields. For each field you see a received example and the detected type (Email, Number, Date, Object, List, or Text), and you decide whether it is included or excluded from the source. Excluded fields are not part of the published schema.3. Define schema
In this step you define how each field ends up. You can work in three ways, combining them as you prefer:- AI assistant: a chat that proposes the schema field by field. It is detailed in the next section.
- Visual tab: field-by-field editing of the visible name, type, format, description, and whether it is required, including the properties of objects and the elements of lists.
- Code tab: a JSON editor for the schema with live validation. If there is an error, it marks the exact line and column where it occurs.
string, number, integer, boolean,
null, object, and array, plus an optional format such as email or
date for the fields that need it.
4. Publish
Before publishing you see a final summary with the fields that will be published, the excluded fields, and the View JSON button to inspect the resulting schema. Once published, the source becomes available to build data flows.The schema assistant
The AI assistant reviews the detected data and proposes, field by field, the visible name, the type, the format, the description, and whether it is required. You can ask it for adjustments in natural language, for example to mark a field as required or to change the description of another, and the schema updates in the Visual and Code tabs. The conversation with the assistant is saved together with the source and is restored when you reopen it, so you pick up the context where you left off.Manage your sources
The module home shows each source as a card with the number of records, the defined fields, the excluded fields, and how long ago it was published. You can search among your sources by name. From each source you can:- Edit schema: reopens the wizard at the Define schema step to adjust fields and publish again.
- View JSON: shows the published schema.
- Delete source: removes it from the company.
Limits and formats
What’s next
- Data flows: build flows that use the published fields of your sources.
- External study import: to load your own studies and unify them with your respondents.