Key Capabilities
Built-in Connectors
Native support for Google Drive, S3, enterprise systems, and more—easy to set up.
Secure Credentials
Use shared or personal credentials to connect securely.
When to Use It
Use Import Data when you need to pull files or data into your workflow from an external service:- Import documents from Google Drive for AI processing
- Pull data from Google Sheets or BigQuery
- Fetch files from AWS S3
- Connect to enterprise systems like SAP, Workday, or Epic
Supported Data Sources
These data sources have built-in support with easy setup:Standard
| Source | Description |
|---|---|
| AWS S3 | Import files from S3 buckets |
| Google BigQuery | Pull data from BigQuery datasets |
| Google Calendar | Fetch calendar events and schedules |
| Google Drive | Import documents, spreadsheets, and files |
| Google Places | Get location and business data |
| Google Search | Retrieve search results |
| Google Sheets | Pull spreadsheet data |
| Google Translate | Access translation services |
| PDF Generator API | Work with PDF generation |
| X (Formerly Twitter) | Import social media data |
Enterprise
These sources require an Enterprise plan:| Source | Description |
|---|---|
| BlackRock - Aladdin | Investment management platform |
| Bloomberg - AIM | Asset and investment management |
| Cerner - Cerner Millennium | Healthcare EHR system |
| Epic Systems - Epic EHR | Healthcare EHR system |
| Finacle - Infosys | Core banking solution |
| Finastra Fusion Essence / Equation | Banking and financial services |
| FIS - InvestOne | Investment accounting |
| FIS Profile / IBS - FIS Global | Banking platform |
| Flexcube - Oracle Financial Services | Core banking solution |
| GE Healthcare - Centricity PACS/RIS | Medical imaging systems |
| LSEG World-Check | Risk intelligence and screening |
| MasterControl - Quality Excellence | Quality management system |
| Meditech - Expanse EHR | Healthcare EHR system |
| Oracle - Argus Safety | Pharmacovigilance and drug safety |
| SAP - SAP S/4HANA | Enterprise resource planning |
| SimCorp - SimCorp Dimension | Investment management |
| Sunquest - Laboratory Information System | Lab information management |
| T24 Transact - Temenos | Core banking platform |
| Veeva Systems - Vault LIMS | Lab information management |
| Veeva Systems - Vault QMS | Quality management system |
| Workday | HR and financial management |
How to Add Import Data
1
Drop it into your workflow
Drag an Import Data task into your workflow where you need to pull external data.
2
Choose your data source
Select from the supported data sources for easy setup, or search the Integration Marketplace for other services.
3
Choose an action
Pick what you want to do—like “Get File”, “Download from Path”, or “Read Spreadsheet”.
4
Connect your credentials
Select existing credentials or connect a new account.
5
Set the parameters
Fill in the details the integration needs—like a file path, folder ID, or other settings. You can use variables from earlier tasks.
6
Test it
Run a preview to make sure the import works correctly.
Tips for Better Results
Check your credentials have access
Check your credentials have access
Make sure the account you’re using has permission to access the file or data you’re trying to import.
Test with preview first
Test with preview first
Before activating your workflow, run a preview to verify:
- The credentials work
- The file path or ID is correct
- The imported data looks right
Handle missing files
Handle missing files
Sometimes files get moved or deleted in the external services database. Consider adding a Decision Agent after your import to check if it succeeded before continuing.