Overview
Data sources define which folders and files Experio should scan and process from your connected cloud storage providers. Each data source is linked to a connector and specifies folder paths, scanning behavior, and filtering rules. Navigate to Admin > Data Sources > Data Sources.Creating a Data Source
Click Add New Data Source to start a multi-step configuration wizard:Choose Source Type
Select the type of data source:
- Box — Scan folders from a Box account
- Google Drive — Scan folders from Google Drive
- SharePoint — Scan folders from a SharePoint site
- File Upload — Upload files directly to Experio
Validate Configuration
Enter the connection details and validate that Experio can access the specified location. The system verifies credentials and folder access.
Configure Filters
Set up folder hierarchy and filtering rules:
- Folder paths — Specify which folders to scan
- Recursive scanning — Include subfolders
- Filter expressions — Include or exclude files based on patterns
Data Source Properties
| Property | Description |
|---|---|
| Name | Display name for identifying the data source |
| Connector | The authorized connection to use |
| Folder Path | Root folder to scan |
| Recursive | Whether to scan subfolders |
| Filter Expression | Pattern to include/exclude files |
| Status | Active, paused, or error |
Managing Data Sources
Editing
Click on any data source to open its configuration. Modify settings and save to apply changes. Changes take effect on the next scan cycle.Monitoring
Each data source shows:- Last scan time — When the source was last scanned
- Files found — Number of files discovered
- Files processed — Number of files successfully ingested
- Errors — Any files that failed processing
OAuth Callbacks
For Box and SharePoint data sources, OAuth callback handling is built in. If a token expires, you’ll be prompted to re-authorize through the connector.File Upload
The File Upload data source type allows direct file uploads:- Drag and drop files onto the upload area
- Track upload progress with visual indicators
- Files are queued for processing automatically after upload