<!-- Source: https://docs.squirro.com/en/latest/technical/data-loading/how-to/how-load-ui.html -->
# How to Load Data Using the UI

Profile: Project Creator

Squirro offers multiple out-of-the-box options for connecting to internal and external data sources through the Squirro UI in your browser.

This guide is directed at Project Creators with access to their project’s Setup space and provides instructions for loading data using the UI.

If you’d prefer to work from the command line, see [Data Loader Command Line Interface Tool Tutorial](how-data-loader.md#data-loading-how-loader).

## Prerequisites

To connect data, you’ll need Administrator or Member project-level permissions. Other than that, the only requirement is that you have at least one data source ready to connect!

Reference: For more information on permissions, see [Squirro Roles & Permissions](../../ui/permissions.md#ui-permissions).

## How to Connect a Data Source

To load data into your Squirro, you’ll need to connect at least one data source.

To do so, follow the steps below:

1. Navigate to the Setup space in your project.
2. Click the Data tab.
3. By default, you’ll land on the Data Sources page. If your project has any connected data sources, you’ll see them listed here, as shown in the example screenshot below:

[![Data Loader Example](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/data-loader-example.png)](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/data-loader-example.png)

1. To connect a new data source, click the plus icon in the upper-right corner. This will open the Add Data Sources page, as shown in the example screenshot below:

[![Add Data Sources Example](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/add-data-sources.png)](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/add-data-sources.png)

1. Select the tab with data source type you want to connect (see [Built-In Data Connectors](../connectors/built-in/index.md#data-loading-connectors-built-in) for information on different data source types).
2. Click the specific source type you’d like to use. This will open the Configure Source page.

> **Tip**
>
> Most users will start by connecting data using the Data Import tab, which allows you to upload ZIP, CSV, Excel, and Word files, amongst others.

The following section provides a walkthrough of the data source connection process, which typically is a four-step process involving _Configuration_, _Map to Item Fields_, _Map to Labels_, and _Schedule Job_.

### 1. Configure Source

After clicking the specific source type you’d like to use, you’ll be taken to the Configure Source page, as shown in the example screenshot for loading a CSV file below:

[![Configure Source Example](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/configure-source.png)](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/configure-source.png)

On this screen, you’ll need to provide the following:

- **Title**: A name for your data source.
- **Source File**: The file you’d like to load into Squirro. For this particular CSV example, you have the option to upload a file from your local machine, provide a URL to a file hosted on the web, or enter a server path.
- **Priority**: The processing priority of the data source. It determines both the order in which scheduled data source runs are dispatched (i.e., how data loading tasks are processed) and the priority of the resulting batches during ingestion (i.e., how ingester processors process these batches). The default value is Normal.

You’ll also have the option of expanding the Advanced Options section, which provides additional configuration options, as shown in the example screenshot below:

[![Configure Source Advanced Example](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/configure-source-advanced.png)](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/configure-source-advanced.png)

Once you’ve provided the required information, click Next to proceed to the _Map to Item Fields_ step.

### 2. Map to Item Fields

On the _Map to Item Fields_ page, you’ll need to map the fields in your data source to Squirro Item fields.

At a minimum, you must map the _Title_ and _Body_ fields, though it’s recommended to map all additional available fields.

To do so, use the available drop-down menus to match fields, as shown in the example screenshot below:

[![Map to Item Fields Example](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/map-item-fields.png)](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/map-item-fields.png)

Once you’ve mapped your fields, click Next to proceed to the _Map to Labels_ step.

### 3. Map to Labels

On the _Map to Labels_ page, you’ll need to map the fields in your data source to Squirro [Labels](../labels.md#data-loading-labels).

To do so, use the available drop-down menus to match fields, as shown in the example screenshot below:

[![Map to Labels Example](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/map-labels.png)](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/map-labels.png)

Once you’ve mapped your fields, click Next to proceed to the _Schedule Job_ step.

### 4. Schedule Job

On the _Schedule Job_ page, you’ll need to configure batch sizing options and select the pipeline workflow, as shown in the example screenshot below:

[![Schedule Job Example](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/schedule-job.png)](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/schedule-job.png)

After clicking Save, you’ll be returned to the Data Sources overview page, where you’ll see your new data source listed.

## Managing Data Sources After Load

Once you’ve connected a data source, you can manage it by clicking the three-dot icon that appears when you hover over a data source.

This will open a menu with the options shown in the screenshot below:

[![Data Source Menu Example](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/data-source-menu.png)](https://s3.amazonaws.com/download.squirro.net/docs/technical/data-loading/data-source-menu.png)

An explanation of each option is provided below:

- **Run**: Run (ingest) the data source.
- **Reset**: Reset the data source.
- **Logs**: Opens a pop-up window showing the logs for the data source.
- **Edit**: Open the editing screen for the data source.
- **Duplicate**: Duplicate the data source’s configuration.
- **Explore**: Open the Explore tab for the data source.
- **Pause**: Pause the selected data source.
- **Pause All**: Pause all data sources from running.
- **Delete**: Delete the data source.
