Add supplemental metadata

To add custom fields and supplemental metadata, you can: To add values for many integrations, it's easier to work with a template, because templates include the integration IDs.

Create a CSV file

The following steps describe how to add the first custom column and supplemental metadata. If custom columns already exist and you add more, be sure to insert the appropriate number of commas so that the values appear in the correct column.

To add the first custom column:

  1. Create a CSV file with one row that specifies the uid column and your custom column name. For example to create a my-custom column:
    uid,my-custom
  2. Find the uid of the integrations that you want to add custom metadata. For each integration:
    1. Click the integration name to open the details panel:
      Integration details panel

    2. Copy the Project Path and paste it in the next row of the CSV file.
    3. Add a slash (/) after the project path.
    4. Copy the task Name and append it to the project path. For example:
      /my-projects/my-project/shared/Multiple_Sources_DestinationsTask2
    5. Enclose the uid in quotes.
    6. Add a comma and the custom value. For example:
      "/my-projects/my-project/shared/Multiple_Sources_DestinationsTask2", 100
  3. Save the file.
  4. On the Integrations catalog page, click Download & upload metadata.
  5. Click the Upload CSV card.
  6. Select the CSV file you created and upload it.
  7. A message confirms the number of successful updates and errors.
  8. Refresh the Integrations catalog screen to view the custom value.

Use a template to add supplemental metadata

Follow these steps:

  1. On the Integrations catalog page, click Download & upload metadata.
  2. Click the Download Template card.
  3. Open the downloaded CSV file.
  4. On the first row, add your custom column name.
  5. In the integration rows, add the supplemental values.
  6. Save the file.
  7. Click the Upload CSV card and upload it.
  8. A message confirms the number of successful updates and errors.
  9. Refresh the Integrations catalog screen to view the custom value.