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Datasource creation wizard showing configuration steps

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Creation Wizard

When you click Connect on a catalog card, the creation wizard guides you through the setup process. The steps vary depending on the datasource type, but follow this general flow:
1

Choose datasource name

Enter a name for your datasource. The name appears in the listing and in the datasource picker when connecting to workflows or content templates.
Choose a descriptive name — it helps you and your team find the right datasource quickly.
2

Configure sources

Select and configure the data source. The available options depend on the integration type. See Source Types for details on each connector.
3

Fields mapping

Map the raw fields from your data to standardized Reelevant field types. See Field Mapping for details.
4

Configure fields

Set additional field properties:
  • Locale — The locale for the data source (if applicable).
  • Located in — For location datasources, select the country or “specified for each entry” for multi-country data.
5

Assign to a team

Select the team that owns this datasource. Your team is assigned by default.
6

Configure folder

Optionally place the datasource within a folder hierarchy for organization.
7

Validate

Review the configuration and click Validate to create the datasource. The platform will begin importing and processing the data.

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Additional Configuration Steps

Depending on the datasource type, you may encounter additional steps:

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Editing a Datasource

After creation, you can edit any step of the configuration:
  1. Open the datasource from the listing page.
  2. Click Edit to open the step selector.
  3. Select the step you want to change.
  4. Make your modifications and click Validate to save.
If the datasource was recently updated, saving your changes will overwrite the latest data. You can choose to Cancel my changes or Save anyway.