> ## Documentation Index
> Fetch the complete documentation index at: https://support.entegrata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Enable Resources

> Turn on data collection for specific resources

## Overview

Enabling resources activates data collection for specific tables, views, or endpoints. Only enabled resources collect data according to their configured schedules.

<Info>
  New resources discovered automatically default to **Inactive** status. You must explicitly enable them to begin collection.
</Info>

## How Resource Enabling Works

When you enable a resource:

1. The resource toggle turns ON (green)
2. Changes are staged (not yet saved)
3. Click **Save** to apply and begin collection
4. The resource starts collecting according to its schedule

## Enabling Single Resources

<Steps>
  <Step title="Locate Resource">
    Find the resource in the Resources table
  </Step>

  <Step title="Click Toggle">
    Click the toggle switch in the first column

    The toggle turns green (ON)
  </Step>

  <Step title="Save Changes">
    Click the **Save** button in the floating save bar

    <Note>
      Changes are not applied until you click Save. You can toggle multiple resources before saving.
    </Note>
  </Step>

  <Step title="Verify Activation">
    The resource is now active and will collect on its next scheduled time
  </Step>
</Steps>

## Enabling Multiple Resources

You can enable several resources at once before saving:

<Steps>
  <Step title="Toggle Multiple Resources">
    Click the toggle for each resource you want to enable

    The floating save bar shows how many resources have pending changes
  </Step>

  <Step title="Review Staged Changes">
    Check the save bar to confirm the count
  </Step>

  <Step title="Save All Changes">
    Click **Save** to activate all toggled resources at once
  </Step>
</Steps>

<Tip>
  Batch enabling is efficient when setting up a new connection - enable all needed resources, then save once.
</Tip>

## Bulk Import Resources

When a connection has many resources, toggling each one is slow. **Bulk Import Resources** enables many resources at once — either from a curated **preset** or from a **CSV file** you upload.

To open it, go to the **Resources** page and select **Bulk Import Resources** from the actions menu (next to **Refresh Source Schema**).

<Frame>
  <img src="https://mintcdn.com/entegrata/8nxKpZGzIFTdObSD/data/collector/resources/images/bulk-import-resources.png?fit=max&auto=format&n=8nxKpZGzIFTdObSD&q=85&s=3035bead9652c6b6cecacccc8892bd65" alt="Bulk Import Resources dialog showing preset and CSV options" width="892" height="317" data-path="data/collector/resources/images/bulk-import-resources.png" />
</Frame>

<Note>
  Bulk import enables resources that have already been discovered on the connection. If a resource you expect isn't listed, run **Refresh Source Schema** first, then import.
</Note>

<Tabs>
  <Tab title="From a preset">
    Presets are curated bundles of the resources most integrations need, offered for supported data sources (for example, 3E, Aderant, and Iridium).

    <Steps>
      <Step title="Open the dialog">
        If presets exist for the connection's data source, the **From a preset** tab is selected by default.
      </Step>

      <Step title="Select presets">
        Choose one or more presets. Every resource in a selected preset is checked by default.
      </Step>

      <Step title="Refine the selection (optional)">
        Expand a preset to see its resources and uncheck any you don't want to enable.
      </Step>

      <Step title="Import">
        Click **Import**. The selected resources are enabled immediately.
      </Step>
    </Steps>

    <Note>
      If a data source has no presets defined, only the CSV option is shown.
    </Note>
  </Tab>

  <Tab title="From a CSV file">
    Upload a CSV that lists the resources to enable — useful when you have a known set of tables to turn on.

    <Steps>
      <Step title="Open the CSV option">
        Select the **From CSV** tab (it's the only option when no presets are available).
      </Step>

      <Step title="Download the template (optional)">
        Click **Download CSV template** to get a correctly formatted starter file.
      </Step>

      <Step title="Prepare your file">
        Add a header column named `tables` (the headers `table` and `table_names` also work, in any case), with one resource name per row:

        ```csv template.csv theme={null}
        tables
        Matter
        Client
        Timecard
        ```
      </Step>

      <Step title="Upload and review">
        Select your file. The dialog lists the resources it found, each checked by default. Uncheck any you don't want.
      </Step>

      <Step title="Import">
        Click **Import** to enable the selected resources.
      </Step>
    </Steps>

    <Warning>
      If the file can't be read, or has no `tables` / `table` / `table_names` column, an error message explains what to fix. Resource names that don't match a discovered resource are skipped — the rest are still enabled.
    </Warning>
  </Tab>
</Tabs>

<Info>
  Unlike single and multiple toggles, bulk import applies as soon as you click **Import** — there's no separate **Save** step. Imported resources begin collecting on their next scheduled time (or trigger a manual collection to test).
</Info>

## Disabling Resources

The same process works in reverse to disable collection:

<Steps>
  <Step title="Click Toggle to OFF">
    Click the blue toggle to turn it gray (OFF)
  </Step>

  <Step title="Save Changes">
    Click **Save** in the floating bar
  </Step>

  <Step title="Collection Stops">
    The resource stops collecting data

    * Scheduled jobs are canceled
    * Existing data in lakehouse is preserved
  </Step>
</Steps>

<Warning>
  Disabling a resource stops all future collections. Historical data remains but no new data is collected.
</Warning>

## Canceling Changes

To discard toggled changes before saving:

<Steps>
  <Step title="Click Cancel">
    Click **Cancel** in the floating save bar
  </Step>

  <Step title="Changes Reverted">
    All toggles return to their saved state
  </Step>
</Steps>

## Access Control Requirements

Some resources cannot be enabled without access control configuration:

**Indicators**:

* Lock icon next to resource name
* Toggle is disabled (grayed out)
* Tooltip explains access control requirement

**Resolution**:

1. Configure access control for the resource
2. See [Access Control](/data/access_control/overview) documentation
3. Return to enable the resource once access control is set

<Info>
  Access control ensures only authorized users can query this resource's data in your lakehouse.
</Info>

## Connection-Level Impact

Remember that connection status affects all resources:

| Connection Status | Resource Toggle ON | Will Resource Collect?   |
| ----------------- | ------------------ | ------------------------ |
| Active            | Yes                | ✅ Yes                    |
| Active            | No                 | ❌ No                     |
| Inactive          | Yes                | ❌ No - Connection paused |
| Inactive          | No                 | ❌ No                     |

<Warning>
  Even if a resource is enabled, it won't collect if the connection is set to Inactive.
</Warning>

## First Collection After Enabling

When you first enable a resource:

<Steps>
  <Step title="Wait for Scheduled Time">
    Collection starts at the next scheduled interval

    * Connection schedule (if resource uses default)
    * Resource schedule (if custom override configured)
  </Step>

  <Step title="Or Trigger Manually">
    Don't want to wait? Trigger a manual collection:

    * Click on the resource name
    * Click **Start a Collection**
    * See [Triggering Collection](/data/collector/resources/triggering-collection)
  </Step>

  <Step title="Monitor First Job">
    Watch the first collection to verify:

    * Authentication works
    * Data is accessible
    * No configuration errors
  </Step>
</Steps>

<Tip>
  After enabling critical resources, trigger a manual collection to verify they work immediately rather than waiting for the schedule.
</Tip>

## Common Workflows

### Initial Setup: Enable Core Tables

After creating a connection:

<Steps>
  <Step title="Review All Resources">
    Browse the discovered resources list
  </Step>

  <Step title="Identify Critical Data">
    Determine which tables/endpoints contain needed data
  </Step>

  <Step title="Enable Core Resources">
    Toggle ON the essential resources first (customers, products, transactions)
  </Step>

  <Step title="Save and Test">
    Save changes and trigger manual collection to test
  </Step>

  <Step title="Enable Additional Resources">
    After core resources work, enable supplementary data
  </Step>
</Steps>

<Tip>
  Setting up a large connection? Use [Bulk Import Resources](#bulk-import-resources) to enable a preset or a CSV list of tables in one step instead of toggling each resource.
</Tip>

### Temporary Pause: Disable During Maintenance

To temporarily stop collection:

<Steps>
  <Step title="Disable Affected Resources">
    Toggle OFF resources undergoing maintenance
  </Step>

  <Step title="Save Changes">
    Apply the changes
  </Step>

  <Step title="Perform Maintenance">
    Complete source system work
  </Step>

  <Step title="Re-enable Resources">
    Toggle back ON and save
  </Step>
</Steps>

<Note>
  For connection-wide pauses, set the connection to Inactive instead of disabling individual resources.
</Note>

## Best Practices

<CardGroup cols={2}>
  <Card title="Start Small" icon="seedling">
    Enable a few critical resources first, verify they work, then expand
  </Card>

  <Card title="Test Before Production" icon="flask">
    Enable and test in a development connection before production
  </Card>

  <Card title="Document Decisions" icon="file-text">
    Keep notes on why certain resources are enabled or disabled
  </Card>

  <Card title="Review Periodically" icon="calendar">
    Regularly review enabled resources to ensure they're still needed
  </Card>
</CardGroup>

## Troubleshooting

### Toggle Won't Turn On

**Symptoms**: Click toggle but it doesn't change

**Possible causes**:

* Access control required
* Network issue
* Browser cache problem

**Resolution**:

1. Check for lock icon (access control required)
2. Refresh the page and try again
3. Check browser console for errors

### Changes Not Saving

**Symptoms**: Click Save but resources don't activate

**Possible causes**:

* Network interruption
* Server error
* Validation failure

**Resolution**:

1. Check for error messages
2. Refresh page and check resource status
3. Try enabling fewer resources at once
4. Contact support if issue persists

### Resource Enabled But Not Collecting

**Symptoms**: Resource is active but no jobs appear

**Possible causes**:

* Connection is inactive
* Schedule hasn't triggered yet

**Resolution**:

1. Verify connection status is Active
2. Check schedule timing
3. Trigger manual collection to test
4. See [Troubleshooting](/data/collector/resources/troubleshooting)

## Next Steps

<CardGroup cols={2}>
  <Card title="Collection Settings" icon="gear" href="/data/collector/resources/collection-settings">
    Configure schedules and load types for enabled resources
  </Card>

  <Card title="Triggering Collection" icon="play" href="/data/collector/resources/triggering-collection">
    Manually start collection for testing
  </Card>

  <Card title="Monitoring Jobs" icon="chart-line" href="/data/collector/jobs/overview">
    Track collection execution and performance
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/data/collector/resources/troubleshooting">
    Resolve resource collection issues
  </Card>
</CardGroup>
