Connector catalog

This reference enumerates every field, kind, and toggle across the Connector surfaces: the Add-Connector wizard, the Add-Job wizard, the Upload modal, the Runs history, the Export dialog, and Input Form templates. The concepts — the Connector vs Job vs Run model and the shape of each screen — are taught in Ingestion & connectors; open this page when you need the full field list.

How to read this

Fields marked (req) are required to advance. Everything else is optional.
Test-before-save kinds cannot be saved until a live connection test passes; editing any field after a green test clears it (re-test). This is a platform invariant.
Routes are project-scoped: real URLs are /<sub>/<project>/studio/connector/<path>.

Add-Connector wizard

The wizard is 900px. Step count varies: SharePoint = 3 steps (kind → auth pattern → form); every other kind = 2 steps (kind → form; the auth-pattern step is skipped). Edit/Reconnect mode jumps straight to the form step, pre-filled — secrets are never pre-filled — and the stepper is hidden.

Step 1 — kind tiles (six kinds)

Kind	Tile copy
SharePoint	“Pull docs from a SharePoint site”
Email (IMAP)	“Pull docs from a mailbox”
Botminds Drive	“Pull docs from this project’s internal drive. No setup needed”
Public Feed	“Pull from public gov data sources (SEC, CFPB, Federal Register)”
Datasheet	“Re-ingest rows from a datasheet in this project as documents”
Azure Blob Storage	“Ingest from an Azure Blob container”

Step 2 — SharePoint auth pattern (SharePoint only)

Two tiles; the rest of the wizard differs per choice:

Pattern	What it means	Best for
Quick	“Connect with Microsoft” — the platform handles app registration + consent	SMB / pilots
Enterprise	“Use my own Entra app” — you paste your own client ID/secret	Enterprise IT

Step 3 forms — by kind

SharePoint · Quick

Field	Notes
Display name (req)
SharePoint site URL (req)	On blur, a URL preview chip shows host / site / folder hint
Connect with Microsoft button	Opens an OAuth popup. App-only token, `Sites.Selected` read-only consent. Popup closed → “Sign-in cancelled”; blocked popup → warning. There is no Save button — the connector completes through the popup callback.

SharePoint · Enterprise

Field	Notes
Display name	Optional — defaults to the site name
Site URL (req)
Tenant ID (req)	GUID
Client ID (req)	GUID
Client secret (req)	Password field
Test connection	Enabled only when all four credential fields are present and Tenant/Client look like GUIDs. Returns pass/fail + latency + an amber hint on failure. Editing any field clears a green test. A duplicate site shows an amber banner: Cancel / Create anyway.
Save connector	Enabled only after a clean test with no edits since.

Botminds Drive

Field	Notes
Display name (req)
(info box)	“No credentials — the folder is chosen per-Job.”
Test connection	Shows sub-folder count + last-modified date.
Save connector

Public Feed

Field	Notes
(feed registry)	Lazy-loaded; a search box filters; tiles grouped by category. Live tiles are selectable (primary border); coming-soon tiles are greyed/disabled with tooltip “Available in a future release”. Each tile shows icon, name, description, drip description, license + use-case chips.
Connector name	Defaults to the feed name
Test connection	Shows the feed’s last item date
Save connector	Identity is config-only (`{feedId}`) — no credentials

Email (IMAP)

Field	Notes
Display name (req)
Email type (req)	Gmail / Outlook / Generic IMAP
Host (req) · Port (req)
Username (req) · Password (req)
Test connection → Create connector	Save gated on a clean test.

Azure Blob Storage

Field	Notes
Display name (req)
Authentication mode (req)	Account key (→ Storage account name + Account key) · SAS token (→ Storage account name + SAS token) · Connection string (→ Connection string). Secret fields are password inputs.
Test connection	Pass/fail + latency. Save gated on a clean test; editing any field clears it.
(info)	Container, folder path + extensions are configured per-Job, not here.

Datasheet

Field	Notes
Datasheet (req)	Dropdown of this project’s datasheets. Empty state explains you must create a datasheet first.
Display name (req)
(no test)	Internal — identity is `{datasheetId}` only; no credentials, no connection test. A Job on it re-ingests rows as documents; datasheet edits also auto-trigger re-ingestion.

← Back (disabled at step 1 / in edit) · Cancel · Next → / Save / Create (label per kind).

Add-Job wizard

3 steps (editing locks the connector → 2 steps).

Step 1 — pick connector

Radio list of the project’s active connectors: kind icon + test status + “used by N jobs”. Empty → “Cancel and create a Connector first.” Hidden in edit mode.

Step 2 — name + scope + target

Job name (req) — required to advance.
Target entity dropdown (req) — real project collections, id-valued (never free text; legacy name values auto-heal; “Default” always present).
Secondary XFlows — comma-separated; each runs after an item is registered.

Kind-specific scope:

Kind	Scope fields
SharePoint	Document library (name or driveId — Test Drive resolves a name to a stable driveId, with pass/warn + hint) · Folder path (relative to library root; `/` = whole library) · File extensions (space/comma) · Recursive · Max docs per run · “Pull metadata from SharePoint?” toggle → pick Taxonomy → mapping rows (Taxonomy label ↔ SharePoint column) with Discover columns (lists Display/Internal/Type; click an internal name to copy), Add all, + Add mapping, per-row remove
Email	Folder (default INBOX) · Include attachments · Max docs per run
Drive	Folder (read-only + Browse… picker) · Extensions filter (blank = all) · Recursive · “Explode structured rows” (Excel/CSV/JSON → one doc per row) → reveals Unique ID column (row business key; blank = content-hash) · Max docs per run
Public Feed	Fields rendered dynamically from the feed’s `scopeShape` (text / multicheckbox / number)
Azure Blob	Container · Folder path (optional blob prefix, e.g. `invoices/2026`) · Extensions filter (blank = all) · Recursive
Datasheet	Document granularity (One document per row / One document for the whole sheet) · Max rows per run (batch cap; continuation drains the rest). New + edited rows are picked up automatically each run.

Step 3 — schedule

Option	Detail
On-demand only	Runs only via Run now
Recurring (every N units)	Value + Seconds / Minutes / Hours / Days
Cron expression	`m h dom mon dow` + Timezone
Public-feed presets	Hourly / Every 6h / Daily 9am UTC / Weekly Mon 9am / On-demand chips
Next 5 runs	Live preview of the resolved schedule

Create button: Create job / Save changes (edit).

720px, one-shot — no connector or job:

Drag-drop or browse (multi-file). List shows each file + size + remove + Clear all.
Multi-file grouping (when enabled): “grouped into one document set (first file primary)”.
Target-entity dropdown (unless pre-filled by context).
Submit → result panel: complete / partial / failed · “N of M registered, K failed” · run id · per-file docId or error rows. Done closes.

Runs and run detail

Runs table columns: When · Trigger (Upload / On-demand / Scheduled) · Status (completed = green / partial = amber / failed = red / else blue) · the funnel counters Enum / Fetch / New / Upd / Dup / Disp / Merge / Fail · chevron.

Run detail dialog (1000px): pipeline-summary chips (Enumerate → Fetch → New → Updated → Duplicate → Dispatch → Merge), status + failed count + last error, then a per-item event-log table (When · Stage · Item · Status · Message).

Export — Add Export dialog

Surface: Studio ▸ Connector ▸ Output (connector/output). List + details split. Empty → “Setup an export to see more details” + + Export. Details rows: Type · Taxonomy (chips) · Storage Type (Azure Blob / Botminds Drive) · Storage Details (Azure: account + container; Drive: drive URL). Row actions: edit / delete.

The Add Export dialog is heavily permission-gated; fields appear conditionally on Export Type.

Always present

Field	Notes
Name
Export Type	Drives the rest of the form
External Sources (destination)	`0` = Azure Blob → Storage Name / Key / Container · `1` = Botminds Drive → drive-url

Conditional on Export Type

Type	Extra fields
Type 0	Custom Taxonomy multi-select + Custom Template URL (drive-url)
Type 2	Views dropdown
Other types	Label selection + selected-label chips

Type-1 (split / bookmark) toggles

Split Input Document · Split on Sequential Values · Split By Start Page · Grouped Bookmark · First Value As Bookmark · Group By Label · Order Date (dropdown) · Suffix for document name.

Common toggles (across types)

Export current-job docs only (type 2) · Add date-wise folders · Add document-wise folders · Export input document · Delete input document from project.

Save is disabled while the form is invalid.

Input Form — Add Form Template dialog

Surface: Studio ▸ Connector ▸ Input Form (connector/form_template; visible when the form-template surface is enabled for the project). List + details split. Empty → “No Form. Add new form to process” + + Add Form (permission connector/addTemplate).

Field	Notes
Name · Description
Type	Create Source or Publish Template

Publish Template

Field	Notes
Sub Type	Connector → pick an ingestion seed-page dropdown · Global Variables → multi-select variables

Create Source — Columns builder

A Use Excel checkbox swaps the per-column rows for a single drive-url (ExcelDriveUrl). Otherwise, each column row:

Field	Notes
Name
Type	Text / Multiline / Checkbox / Dropdown / Radio
Label	Taxonomy-grouped optgroups
Value	Dropdown type only
Required · Is Title · Is Template	Flags
+ rule	Nested Rules rows: Field + Value (add/remove)
add / remove column

If a column is Is Template, a Templates section appears: Value + Export Template + Rendering Template (both drive-urls).

Submit: Create / Update.

Legacy ingestion (deep-link only)

Status. Route connector/sources is no longer wired to the Ingestion rail entry — that always opens Sources v3; this route is deep-link only. It is the old single create-source wizard plus a source-details page. The add route is guarded: if the project has HideAddDataSource, it navigates back. New builds use v3.