Data & platform reference

Find feeds, connections, user settings, API keys, coded values and troubleshooting.

8 articles

In this section

Feed settingsA library data feed turns an Excel spreadsheet into tabular data that services can search with Validate with data feed and Data feed lookup actions. Each named feed…
SharePoint site link settingsA SharePoint site link is a reusable library connection for file-upload actions and data feeds. It has one friendly name and separate QA and Production identity, site…
Library user settingsUser management controls who can enter a library, design or comment on services, test in QA, view analytics, work with live data, deploy and administer the library.…
API key settingsAPI keys provide programmatic access to approved Builder or service APIs. Create a key only for a defined integration, scope it to the smallest set of endpoints and…
Operators, triggers and coded valuesThis reference helps you choose the right comparison operator and action trigger in Builder. Use the visible Builder labels where possible; the coded values are…
Glossary and troubleshootingUse this guide to orient yourself in Builder terminology and make a first, structured check when a service does not behave as expected. For configuration changes,…
Accounts, usage, billing and service paymentsUnderstand accounts versus libraries, trial publishing, pooled allowances, AI processing and the difference between subscription billing and applicant payments.
Analytics, Audit log and User data viewChoose performance metrics or individual journey evidence, inspect failures safely and understand access, delay and retention limits.