SDM DocumentationStep 2: Configure Source
Set up your data source connection
Step 2: Configure Source
After selecting your data source, configure it with credentials or files.
Configuration by Source Type
OneRoster REST API
Select an existing connection from the Connection Selector dropdown, or create a new one:
| Field | Description | Required |
|---|---|---|
| Connection | Saved connection or "Create New" | Yes |
| Base URL | API endpoint (when creating new) | Yes |
| Client ID | OAuth client identifier (when creating new) | Yes |
| Client Secret | OAuth client secret (when creating new) | Yes |
| Auth URL | Custom OAuth endpoint | No |
| Proxy Country | EU proxy for GDPR compliance | No |
Click Test Connection to verify credentials before proceeding.
Save your connections for reuse. Once saved, you can select them from the dropdown in future flows without re-entering credentials. See OneRoster API for details.
OneRoster CSV Files
Upload your CSV files:
- Drag and drop files or click to browse
- Required files: users.csv, classes.csv, courses.csv, orgs.csv, enrollments.csv
- Optional: demographics.csv
Files are validated automatically after upload.
Microsoft SDS
Upload the appropriate SDS format files. SDM detects the format and validates.
Test Data (Generic)
| Field | Description | Default |
|---|---|---|
| Number of Classes | Classes to generate | 10 |
| Users per Class | Students per class | 25 |
| Number of Teachers | Total teachers | 5 |
Pre-flight Check
Before proceeding, SDM performs a pre-flight check:
- Validates credentials or file format
- Verifies required fields are present
- Reports errors that would prevent import
You cannot proceed until all pre-flight checks pass.
For detailed configuration options, see Data Source Plugins.
What's Next
After successful configuration, proceed to Step 3: Transform.