Sources Overview

Before diving into the Sources module, let's understand the key terms:

• Source — A connection to your spend data. This can be a cloud database, ERP system, or uploaded file containing your transaction data.
• Connector — A pre-built integration that connects SpendCraft to your data system (e.g., SAP, Oracle, Salesforce, Google Drive, etc.).
• Fivetran — The data integration platform SpendCraft uses to securely connect to over 300+ cloud data sources and keep your data synchronized.
• Local File — A CSV or Excel file uploaded directly from your computer containing spend data.
• Column Mapping — The process of matching your source data columns to SpendCraft's standard spend fields (like Vendor Name, Invoice Amount, etc.).
• Schema — The structure of your source data, including tables and columns available for import.
• Sync — The process of pulling the latest data from your connected source into SpendCraft.
• Sync Frequency — How often SpendCraft automatically pulls new data from your source (e.g., every 6 hours, daily, weekly).
• Dataset — A processed collection of spend data created from one or more sources, ready for classification and analysis.
• Destination — The SpendCraft database where your synced data is stored and processed.
• SpendCraft Columns — The standardized column names SpendCraft uses internally (e.g., VendorName, InvAmount, InvDate).
• Source Columns — The original column names from your data source before mapping.

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