Managing Datasources

Once you have imported data into a project, the datasource list becomes your central hub for managing all imported data. From here you can preview data, rename datasources, refresh imports, and remove datasources you no longer need.

Datasource list showing multiple datasources with name, type, record count, and action buttons

The Datasource List

The datasource list displays every datasource that has been imported into the current project. Each entry shows:

Name — The datasource name, typically derived from the file name or table name. Click the name to open a data preview.
Source Type — An icon or label indicating how the data was imported (CSV, Excel, SQL Server, MySQL, PostgreSQL, Snowflake, S3, Azure, FTP, or OAuth).
Record Count — The total number of rows in the datasource.
Date Added — When the datasource was first imported.
Last Updated — When the datasource was last refreshed or modified.
Actions — A set of action buttons for each datasource.

Available Actions

Preview (Eye Icon)

Click the preview icon to view the data contained in the datasource. This opens a paginated table showing all records and columns. Use this to verify that data was imported correctly or to browse the content of a datasource at any time.

Edit (Pencil Icon)

Click the edit icon to rename a datasource. This only changes the display name within MatchLogic; it does not affect the original source file or database table. Renaming is useful for giving datasources more descriptive names, especially when you have imported multiple files with similar names.

Refresh

Click Refresh to re-import the data from the original source. This is particularly useful for database connections where the source data may have changed since the initial import. The refresh operation replaces the existing data with the latest version from the source.

Important

Refreshing a datasource replaces all previously imported data. If you have run profiling, cleansing, or matching against this datasource, you may need to re-run those stages after a refresh to ensure results reflect the updated data.

Delete

Click the delete icon to permanently remove a datasource from the project. A confirmation dialog will appear before the deletion proceeds. Deleting a datasource removes all of its imported records from the project.

Important

Deleting a datasource may affect match configurations and definitions that reference it. If the datasource is part of a configured matching pair, you will need to update your match configuration after deletion.

OAuth Connection Alerts

If a datasource was imported via an OAuth provider (Google Drive, Dropbox, or OneDrive) and the connection session has expired, an alert banner will appear at the top of the datasource list. This banner indicates that you need to re-authenticate before you can refresh that datasource. Click the banner link to re-connect. See https://help.matchlogic.io/article/215-connecting-via-oauth for details.

Adding More Datasources

To import additional data into the same project, click the Add New Data button at the top of the datasource list. This takes you back to the import workflow where you can choose any connector type. See #importing-multiple-datasources for guidance on working with multiple datasources.

Tip

Keep your datasource names clear and consistent. When you reach the Match Configuration stage, you will be selecting datasource pairs for matching. Descriptive names make it much easier to set up the correct comparisons.