Data Sources: Where Data Enters cofi.ai

📌 Summary

Data Sources is the entry point for all data in cofi.ai. Connect systems (ERP/CRM/HRIS) or upload CSVs; cofi.ai ingests and normalizes that data for downstream use.

🎯 Purpose

• Pulling data directly from products like QuickBooks (ERP) or Salesforce (CRM)
• Uploading CSV files exported from your systems
• Organizing sources into folders and keeping track of refreshes

🔑 Key Concepts

• Connectors: secure integrations to your systems; refresh daily (or on-demand).
• Uploads (CSV): alternate path when an integration isn’t available.
• Schema: the column “blueprint” cofi.ai reads from each source.
• Mappings: the rules that categorize accounts and attributes so your data rolls up correctly (e.g., Assets → Cash).

➡️ Typical Tasks

• Create a connection to your ERP/CRM/HRIS
• Upload a CSV (UTF-8, YYYY-MM-DD dates, period as decimal separator)
• Define or update the schema headers that cofi.ai should read
• Add/maintain mapping files (in-platform or via a dedicated mapping data source)

⚡️ Quick Start

1. Open Data Sources → Connect software or Create uploader.
2. For CSVs, set/read the Schema so headers match exactly.