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Summary

The Data Sources workflow is where teams manage the upstream systems that feed audience data into TruAgents. This is broader than a one-time import. It includes adding a source, mapping fields, syncing updates, inspecting the source later, and deleting or correcting sources when they are wrong.

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Who this is for

  • Operators responsible for audience quality
  • Admins connecting external systems
  • Campaign managers who need confidence in the underlying contact data

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Where to find it in the app

  • Contacts
  • Contacts → Data Sources

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What the current app flow suggests

The current page structure supports:
  • viewing all data sources in one place
  • opening a pane for a specific source
  • adding a new source from several provider types
  • syncing all data sources
  • deleting data sources when needed

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Typical workflow

  1. Open Contacts → Data Sources.
  2. Choose Add data source.
  3. Select the import path or provider you need.
  4. Complete mapping or credential setup.
  5. Verify that contacts appear correctly under Contacts.
  6. Revisit the source later to sync, adjust, or remove it.
TruAgents data sources page showing sync controls, filters, and the add-data-source entry point This page is where you manage ongoing ingestion, not just one-off uploads. The empty state is still useful because it shows the filters, sync controls, and the exact Add data source entry point.

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How to choose the right path

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File upload

Best when speed matters more than long-term sync behavior.

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Provider-backed sources

Best when the source system needs to stay connected to TruAgents over time.

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SFTP or structured external feeds

Best when the team already has an operational data pipeline and wants TruAgents to plug into it.

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Supported paths visible in the app today

  • file upload
  • HubSpot
  • Mailchimp
  • Salesforce
  • SendGrid
  • SFTP

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What to verify before trusting a new source

Before you move on from setup, confirm:
  • the source name is recognizable to future teammates
  • the provider selection is correct
  • important identity and routing fields are mapped correctly
  • imported contacts appear under Contacts
  • the team knows whether this source should be synced later or treated as a one-time load

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One-time import vs. ongoing sync

This is one of the most important distinctions in the whole workflow.
If your team needs…Best mental model
a fast initial population of contactsOne-time import
regular updates from another systemOngoing sync
a reliable source of truth outside TruAgentsProvider-backed source or external feed
Do not assume every connected source behaves like a live two-way integration.

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Common mistakes

  • importing data without checking a sample of the results
  • forgetting whether a source is meant to sync later
  • assuming a connected source automatically means the data is ready for campaigns
  • diagnosing bad campaigns before checking contact ingestion and mapping
  • leaving data sources unnamed or ambiguously named

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Operational checks

  • The source is easy to identify later by name and provider.
  • Required fields like email, phone, name, and timezone are mapped correctly.
  • A sync produces expected contact results.
  • The team knows whether this source should be treated as one-time import or ongoing sync infrastructure.