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Import documents via connectors

Atlas Verified help: DI-008

Summary

Workspace → Data Ingestion (DataIngestionTabContent) covers CSV imports, connectors, and batch monitors.

Before you begin

Steps

  1. Open Data Ingestion — Launch WorkspaceData Ingestion from the menu column.

  2. Choose importer — Run suppliers, shipments, or combined CSV flows; for connectors configure Google Workspace or FTP (DI-005 / DI-006).

  3. Monitor jobs — Watch batch job panels for failures (DI-007); open BatchJobDetailPanel from notifications when available.

Expected result

You finish Import documents via connectors with the outcome described in the steps above (saved record, sent email, or updated status in the UI).

Tips

  • See related articles for deeper workflows.

Common issues

  • Wrong organization — Switch org from the workspace header pill (AT-008).

  • Upgrade overlay — See BC-011 and your Billing tab.

Related articles

  • DO-002

  • NT-001

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