--- title: "Data Sources" slug: "data-sources-v8" updated: 2026-03-13T12:28:07Z published: 2026-03-13T12:28:07Z canonical: "help.symphonysummitai.com/data-sources-v8" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Data Sources **Data Sources** configuration refers to the process of setting up and administering data sources within a Service Automation environment. This process involves defining the endpoints, protocols, and security measures used to connect and interact with various data sources. The importance of data source configuration is listed in the gif below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/SA configuration pages (3)(1).gif) ## Data Source Configuration To configure Service Automation in any ITSM tool, data capture from that particular tool becomes a vital activity. Information such as Incident details, Service requests, Custom attributes, customer names, and location names can be configured as Data Source in the Data Source screen. It displays the total Data Sources along with individual counts for the specific method type. **Navigation** To view the main Service Automation application page, perform the following steps: 1. Navigate to **Admin > Advanced > Automation > Service Automation.** OR Navigate to **Service Automation > User > Service Automation.** 2. Click the left hamburger icon to access all the options from the **MENU**. ![Service Automation - Landing page with menu options](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/1.Menu(6).png) Figure: Service Automation - Landing page with menu options ### View Data Source To view Data Source page, perform the following steps: 1. From the left MENU, select **Integrations > Data Sources.** ![Data Sources option](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/2. Data Sources option.png) Figure: Data Sources option Data Sources page is displayed. ![Data Sources](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/3. Data Sources.png) Figure: Data Sources **Field Description** This table contains the list of fields and their descriptions available on the Data Sources list page: | Field | Description | | --- | --- | | Total | Displays the total number of Data Source configurations. | | Get | Displays the number of Data Source configurations with GET method. | | Post | Displays the number of Data Source configurations with POST method. | | **Data Sources** | | Data Source Name | Displays the data source name. | | Method Type | Displays the method type. Available options are as follows: - POST - GET | | Content Type | Displays the content type. Available options are as follows: - Application/Json | | Active | Displays the status as True if it is active. | | Created By | Displays the name of the user who has created the Data Source. | | Last Updated By | Displays the name of the user who has last updated the Data Source. | | Last Updated Date | Displays the date on which the Data Source was last updated. | ### Configure Data Source To configure a new Data Source, perform the following steps: 1. Click "**+**" icon from the top right corner to configure a new Data Source. 2. Enter all the required details as shown below and click **SAVE** to save and create a new Data Source configuration. ![New Data Source page](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/4. New Data Source page.png) Figure: New Data Source page **Field Description** This table contains the list of fields and their descriptions available on the **New Data Source** page: | Field | Description | | --- | --- | | **Data Source** | | Data Source Name | Specify the data source name. | | Active | Enable Active checkbox to make the data source active. | | URL | Specify the URL. Click Validate to check the validity of the URL. | | **Method Settings** | | | Method Type | Select the method type. Available options are as follows: - POST - GET | | Content Type | Select the method type. Available options are as follows: - Application/Json | | **Headers** | | | Key | Specify the key. | | Value | Specify the value. | | Action | Use “**+**” to add new row and “**-**” to remove any additional rows. | | Payload | Displays the payload values. | | ![Payload information button](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/6. Payload information.png) | Displays the information of Payload variables. ![Payload Variables](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/5. Payload Variables.png) Figure: Payload Variables pop-up | | Dynamic Payload Values | Parameters are dynamic and depends on the API Payload. Specify the parameter values to test the API. Few examples of parameters are as follows: - Tenant - Module Code - Source Type - Catalog ID - Category ID | | ![Import button, options list](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1753782958809.png) | 1. **Import from Existing** Select the required existing option and click **Import**. ![Import from Existing pop-up](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1753783091202.png) Figure: Import from Existing pop-up 2. **Import from JSON** Choose the desired JSON file from the system and click **Import**. ![Import from JSON pop-up](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/9. Import from JSON pop-up.png) Figure: Import from JSON pop-up | | ![Export button](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/10. Export button.png) | 1. **Export to New** Export existing data source and edit the data source details with new name. 2. **Export to JSON** Exports the current page records in JSON format. | | ![Response button](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/11. Response button.png) | Upon clicking this View Response icon, the response pop-up is displayed. ![Response pop up](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/12. Response pop up.png) Figure: Response pop-up | #### Actions Let’s understand each action icon present on the Data Sources page in detail. | Icon | Action | | --- | --- | | ![Search bar](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/13. Search bar.png) | Using Search control, you can filter data across all columns. This acts as a one input search control for the list page. ![Search control](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/14. Search Results(1).png) Figure: Search control | | ![Export button](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/15. Export button.png) | Export to Excel/JSON- Exports the current page records. Export All to Excel/JSON- Exports all the existing records. | | ![Edit Column button](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/16. Edit Column button.png) | Edit Columns feature allows you to customize the columns displayed on the list page according to your preferences. With this option, you can: - Select Columns: Choose which columns you want to display. - Reorder Columns: Drag and drop columns to rearrange their display order. - Remove Columns: Click the Delete icon to remove columns you no longer wish to see. ![Edit Columns - Pop up](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/17. Edit Columns - Pop up.png) Figure: Edit columns | | ![Filters button](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/18. Filters Button.png) | Upon clicking Filters, the available options are displayed. Enter the required filter criteria and click **Apply** to get respective record details. ![Filters pop-up](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/19. filters Pop up.png) Figure: Filters pop-up Filter conditions can also be saved and updated using the **Save/Update** Filters option. | | ![New Data Source](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/20. New Data Source.png) | Click this icon to create a new Data Source configuration. |