Data Source: Creating a Data Source
About this task
Draw data from an external source into your SOTI Snap app. Each data source connection is specific to a single app.
- CSV: Retrieves data from a .csv file to place it in a SOTI Snap app.
- Google Sheet: Retrieves data from a Google Sheet worksheet to place it in a SOTI Snap app.
- Microsoft Excel: Retrieves data from a Microsoft Excel worksheet to place it in a SOTI Snap app.
- OneDrive: Retrieves data from a OneDrive Sheet to place it in a SOTI Snap app.
Before you begin
Note: Ensure you have access rights to the
external tool you want to connect to SOTI Snap.
About this task
Procedure
-
In the Canvas, select the Data Connection Rules tab to show the Data Connection Rules view.
Select the Data Source tab.
-
Select
New Data Source Rule to launch the Create
Data Source wizard. Enter a name for the data source and
select one of (MS Excel, CSV, Google Sheet, OneDrive Sheet) from the available sources. Select
Next.
Note: Each data connection name must be unique within the app.
-
For the Data Source you've selected, you may
Play Demo to watch an instructional video on how to
retrieve data and place it in the SOTI Snap app.
Select Next, and follow the corresponding
procedure:
Data Source Procedure Microsoft (MS) Excel Select Browse to navigate to the Microsoft Excel spreadsheet (.xlsx) you want to import into your SOTI Snap app. Select Next. Important: The selected .xlsx file must have column headers.CSV Select Browse to navigate to the .csv file you want to import into your SOTI Snap app, then choose the delimiter that separates values. Select Next. Important: The selected .csv file must have column headers.Google Sheet - Select Create New to add a Google account to SOTI Snap. Enter a name (not an email address) for the Google account and select Sign In With Google. Another browser window opens to sign in to your Google account and verify your email account for use with SOTI Snap.
- Follow the Google sign-in prompts. Note: You can add multiple Google accounts to SOTI Snap.
- Select an email account and select Next.
- Choose the Source file (the Google Sheet) and the Worksheet within the file you want to import into SOTI Snap.
OneDrive Sheet - Select Create New to add a Microsoft Office 365 account to SOTI Snap. Enter a name (not an email address) for the Microsoft account and select Authenticate. Another browser window opens to sign in to your Microsoft account and verify your email account for use with SOTI Snap.
- Follow the Microsoft prompts to link your Microsoft account with SOTI Snap and return to the SOTI Snap console. You can add multiple Microsoft accounts.
- Select an account and select Next.
- Choose the Source file (the OneDrive Sheet) and the Worksheet within the file you want to import into SOTI Snap.
- Review the settings of the data connection to ensure you are satisfied. Select Finish to save your data connection or Back to return to a previous screen and make edits.
Results
New data connections are immediately active and appear under their respective tabs in the Data Connection Rules view.
What to do next
Add the data source connection to your app. On a widget that supports Events, add the Invoke Data Import action and configure the app to retrieve data from the external source.
Learn more about events and actions at Events and Actions.