Add or Remove Records from a Source

Learn how to upload new data to add records to a source or exclude data files to remove records from a source.

Add records to a source

To add new records to a source, upload new data files.

1. On the global navigation bar, click Data > Data Transfers.
2. Click Upload File.
3. Select a file.
4. Click Upload.

   Result: If the file matches an existing source regex, the records are loaded into the existing source. For more information, see Source Settings. If your file has additional columns compared to the previously-defined source, the new columns are added to the source.

5. Optional: If the file doesn't match or isn't connected to a source regex, do one of the following:
   • To erase the file, click the Delete button .
   • To associate the file with a different source, click the Reassign button .
   • To connect the file to a source, click the Reconnect via Regex button .

Exclude files from a source

To remove records from a source, exclude uploaded files from the source.

1. On the global navigation bar, click Data > Sources.
2. Select a source.
3. In Uploaded Files, in the Exclude/Include column, turn off the toggle so it says Excluded. The file and all its records will not be included in the source anymore.
4. Click Save.

   Result: Future jobs won't process excluded files when generating data versions. This impacts all processing jobs in production or in projects that load data from the selected source.