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Overview

Resource collection settings control how and when individual resources collect data. These settings can override connection-level defaults, allowing fine-grained control over each table, view, or endpoint.
1

Open Settings

Click the Config button (three dots) in the last column for the resourceSelect Collection Settings from the dropdown menu
2

Configure Schedule

The Collection Settings modal has multiple tabs:

Schedule Tab

Interval-Based ScheduleSet a specific collection interval:
  • Time-based intervals (e.g., “Every 6 hours”)
  • Cron expressions for custom schedules
  • Specific times (e.g., “Daily at 3:00 AM”)
Resource interval schedule configuration
Active Status ToggleEnable or disable collection for this resource
3

Configure Settings (Config Tab)

Load Type

Choose how data is collected:Full Load
  • Copies all data every time
  • Best for small datasets or when you need complete snapshots
  • No special source requirements
Incremental Load
  • Copies only new or changed data
  • Requires an incremental load field (like modified_date or updated_at)
  • Much faster for large datasets
Load type selector

Incremental Load Field

If you select Incremental load type, choose the field that tracks when records were last updated:
Incremental load field selector
The incremental load field must:
  • Exist in the source data
  • Update whenever a record changes
  • Be a date, datetime, or timestamp type

Unique Key(s)

Specify which field(s) uniquely identify each record:
Unique keys selector
Source-Managed KeysIf the source system manages primary keys (e.g., database tables with PRIMARY KEY constraints), Entegrata uses those automatically and they cannot be changed.
You’ll see: “Primary keys are managed by the source and cannot be changed”
User-Defined KeysFor sources without explicit primary keys (e.g., views, API endpoints, files), select one or more fields that uniquely identify records:
  • Single field (e.g., id, email)
  • Multiple fields (composite key, e.g., customer_id + order_date)
Unique keys are used to:
  • Detect duplicate records
  • Merge updates in incremental loads
  • Ensure data quality
4

Configure Filters (Filters Tab)

Add filters to limit what data is collected from this resource.

Creating Filters

  1. Select a field from the resource
  2. Choose an operator (equals, greater than, contains, etc.)
  3. Provide a value to filter on
  4. Combine multiple filters with AND/OR logic

Example Filters

  • Collect only active records: status = 'active'
  • Collect recent data: created_date >= '2024-01-01'
  • Exclude test data: email NOT LIKE '%@test.com'
Filters are applied at the source before data is transferred, reducing collection time and storage costs.
5

Save Configuration

Click Save to apply the resource collection settings
Save collection settings button