Add a Data Source Column
This article explains what a Data Source Column is, when to use one, and how to configure it in your table.
What a Data Source Column does
A Data Source Column pulls data from an external source into your table on a recurring or manual basis. Unlike an Action Column, which enriches existing rows with additional data, a Data Source Column generates new rows from the source it queries.
Use a Data Source Column when you want TexAu to populate rows from a search or list, not just add fields to rows you already have.
Examples:
- Search LinkedIn for profiles matching a job title and company, and create a row for each result
- Fetch all contacts from a HubSpot list and populate the table with them
- Query a CRM pipeline for open deals and bring them into TexAu for enrichment
Before you begin
You need a table. The table can be empty. The Data Source Column will create rows in it.
If the data source requires an integration (for example, HubSpot or Pipedrive), connect that integration at Settings > Integrations before continuing.
Add a Data Source Column
- Open a table.
- Click the + icon at the right end of the column header row.
- Select Data Source Column from the column type list.
- The data source configuration panel opens.
Select a data source
- In the configuration panel, click Select data source.
- Browse or search the available data sources.
- Click the data source you want to use.
Each data source card shows the integration name, the type of data it returns, and whether it requires an API key.
Configure the data source inputs
Data sources accept filter parameters that control what records they return. Required parameters are marked with an asterisk (*).
Set a fixed filter value
- Click the parameter field.
- Select Fixed value.
- Enter the value.
For example, to search for contacts at a specific company, enter the company name as a fixed value in the Company filter.
Map a filter from another column
- Click the parameter field.
- Select Column.
- Choose the source column.
Use this approach when your filter value varies per row. For example, if you have a table of companies and want to find contacts at each one, map the filter to the company name column.
Map output fields to columns
After configuring the inputs, the panel shows the fields the data source returns. Each field becomes a column in your table.
- Review the output field list.
- Uncheck any fields you do not need.
- Rename fields as needed by clicking the field name and typing a new one.
- Click Save column.
Run the data source
To pull data into your table:
- Click Run enrichment in the top toolbar.
- Select All rows or the specific rows you want to update.
- Click Run.
New rows appear in the table as the data source returns results. If the data source returns multiple results per query, each result creates a separate row.
Set a result limit
Most data sources return up to a default maximum number of results per row. To change the limit:
- Open the Data Source Column configuration panel.
- Find the Max results input.
- Enter a number.
Returning more results uses more credits.
Troubleshooting
No rows appear after running. Check that the filter values you set return results in the source system. Log in to the external tool (e.g., HubSpot, LinkedIn) and run the same search manually to confirm data exists. Also verify the integration is connected at Settings > Integrations.
The data source is not in the list. The integration may not be connected. Go to Settings > Integrations and connect it. If the integration is connected and the source is still not visible, your plan may not include access to that data source.
Rows are created but cells are empty. The output fields may not be mapped correctly. Open the column configuration, go to the Outputs tab, and verify each field is toggled on and mapped to the right column.
The column returns partial results. The external API may have a rate limit per request, or your plan may have a daily rate limit for that data source. Check the action details panel for rate limit information.