Clone a datasource definition

You must have a role with Data Source Management permission to complete this procedure.

  1. On the account drop-down menu, click account data sources.
  2. On the row for the datasource you want to clone, click Edit (Edit icon is a pencil).
  3. On the Manage data source definition page, click Clone datasource.
    The page refreshes to display the copy. Note the Data source name field has "_copy" appended to name, and the URL in the browser address bar includes "/copy/".
  4. Update the Data source name and Description fields, as preferred.
  5. For regular datasources, you can overwrite the CSV file copied from the original datasource. If preferred, click Import CSV to upload a new CSV file.
  6. For regular datasources, you can map datasource fields as necessary under Step 2. You can also adjust "Select data field properties" under Step 3.
  7. Click Publish.