PatternLab
Docs/Connect

Connect data

Bring business records into the context for your task.

What it does

Upload exports from an application or database, or save data from a public HTTPS endpoint. Direct database connections and credentialed application integrations are not available.

How to use it

  1. Select a required Data item during setup, or + Data inside a Workspace.
  2. Choose Upload file and select TXT, Markdown, CSV or JSON.
  3. For API connection, enter a source name and a public HTTPS endpoint returning JSON, CSV or plain text.
  4. Select Connect source and inspect the saved data before asking a question.

Example

Invoice checks use invoice_id, po_id and amount. Purchase orders use po_id and amount. CSV needs a header row; JSON can be an array of records or an object with a records array. Use the same currency.

invoice_id,po_id,amount
INV-001,PO-101,1250

What happens next

PatternLab saves a snapshot. Reconnect or upload a new export when the source changes. API credentials, pagination and automatic polling are not supported.