Update a datasource

Sometimes an existing datasource may need to be updated with new data. There are two ways to append data to an existing datasource - by overwriting the datasource or updating the data blocks. Below are the steps to append more data to an existing datasource:

Overwrite the datasource

When data is inaccurate, misaligned, or will change significantly, it may be easier to simply overwrite an existing datasource to have a more accurate set of data.

1. Navigate to the Blue Administration Console - Datasources.
2. Edit the required datasource.
3. Navigate to the Import/Export tab and select Export Original Data.
4. Open the CSV file, make the required changes, and save.
5. Select Import to load the CSV file and overwrite the data in the former datasource.

Alternatively, to overwrite a datasource through data blocks:

1. Navigate to the Blue Administration Console - Datasources.
2. Edit the required datasource.
3. Navigate to the Data tab and edit the data block.
4. Select Overwrite for the Import Option.
5. Click Choose file to select the appropriate file and click upload.
6. Verify that the fields you wish to include are selected.
7. Click Apply to overwrite the existing data block.
8. Navigate to the Import/Export tab and verify that the field mapping is correct.
9. Click import.
10. Check the logs for any errors and review the data.
11. Finalize your changes.

Update the data blocks

When data is missing a small amount of data and will not change significantly, it may be easier to update an existing datasource to have a more accurate set of data.

1. Navigate to the Blue Administration Console - Datasources.
2. Edit the required datasource.
3. Navigate to the Data tab and edit the data block.
4. Select Update for the Import Option.
5. Click Choose file to select the appropriate file and click upload.
6. Verify that the fields you wish to include are selected.
7. Click Apply to update the existing data block.
8. Navigate to the Import / Export tab and verify that the field mapping is correct.
9. Click import.
10. Check the logs for any errors and review the data.
11. Finalize your changes.