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The Import Data task pulls files and data from external services into your workflow. It comes with built-in support for common cloud services and enterprise systems—just pick your source and connect.
Deprecation Notice: Import Data is being deprecated soon. Please use the Integrations Task instead, which allows you to connect to 3,500+ integrations from the Integrations Marketplace.

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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.

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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

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Supported Data Sources

These data sources have built-in support with easy setup:

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Standard

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Enterprise

These sources require an Enterprise plan:

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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.

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Tips for Better Results

Make sure the account you’re using has permission to access the file or data you’re trying to import.
Before activating your workflow, run a preview to verify:
  • The credentials work
  • The file path or ID is correct
  • The imported data looks right
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.

Export Data

Send data from your workflow to external services.

External Service

Connect to custom APIs not in the supported sources or marketplace.

Integrations

Explore all available integrations.

Workflows

Learn how all the pieces fit together.