This page covers how to add new sources, configure them, and perform management actions such as start, stop, reset, and backfill. For an overview of what sources are, see About Sources. For navigating the Sources list, see Using the Sources Page. For source detail tabs and configuration, see About Source Details.

Add a New Source

On the Sources page, click + New Source to start the source configuration wizard. You need to:

Add a credential to connect Validio to your data system. For more information, see About Credentials.
Specify the dataset (table, topic, or custom SQL query) you want to monitor. You can select from available datasets or write a custom SQL query for data warehouse and query engine sources.
Define a polling schedule to set how often Validio reads data from the source. You can configure polling using cron expressions in the UI, or using the Validio CLI (but not both on the same source). For data streams, data is read as soon as it is available. For help with cron expressions, see https://crontab.guru/.
Assign a priority (None, Low, Medium, High, or Critical) to indicate the importance of issues detected on the source. Validator priorities override the source priority. Incidents inherit the validator's priority if set, otherwise the source priority.

Only users with SOURCES_WRITE permissions can add new sources. For more information, see About Validio RBAC. You can find instructions to connect Validio to each source type on their dedicated pages under Supported Data Sources.

Source Management Actions

Click on management icons or the ⋮ actions menu to access management options.

Sources page: The management icons and actions menu are inline for each individual source row in the table. For example, you can click the user avatar under the Owner column to assign the source to another user.
Source details page: All management options are at the top of the page, above the resource tabs.

The following table lists all available actions and where each is available.

Action	Description	Sources page	Source details
Start	Start data validation on the source.	Yes	Yes
Stop	Pause data validation on the source.	Yes	Yes
Update Owner	Change the owner of the source.	Yes	Yes
Update Priority	Change the priority (None, Low, Medium, High, Critical) of the source.	Yes	Yes
Add Tags	Click the edit icon to add new tags on the source.	Yes	No
Mute source	Mute notifications from the source for a selected duration. See Muting Incident Notifications.	Yes	Yes
Update source	Update the source's configuration, such as Name and Polling schedule. The settings available for update depend on the source type. For example, on warehouses you can also update the Billing project ID.	Yes	Yes
Move source	Move the source and all its resources to another credential. See Move a Source for details.	Yes	Yes
Reset source	Reset the source. See Reset a source for details.	Yes	Yes
Delete source	Remove the source from Validio.	Yes	Yes

You can also open the source information panel, which displays the source status and configuration. From this panel, you can view the source in Lineage and add or update tags. There are two ways to view this panel:

On the Source page, click the row for an individual source.
On the Source details page, click the i icon.

Reset a Source

Resetting a source deletes all existing metric data and incidents, recreates the source with the same configuration, and backfills all its validators from scratch. This is a destructive action — all previously calculated metrics and resolved incidents will be lost.

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Resetting cannot be undone. Make sure you no longer need the existing metric history before proceeding.

Common scenarios when resetting is useful:

Historical data has changed — The underlying data was corrected or backfilled, and you want to re-validate against the updated records.
Schema or configuration drift — The source configuration was updated (for example, a new datetime field or filter), and prior metrics are no longer comparable.

Move a Source

Moving a source transfers it and all its linked resources (validators, windows, filters, segmentations) from one credential to another. The target credential does not need to be in the same namespace as the current credential.

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Before moving a source, verify that the target credential has access to the relevant dataset or table. Polling will fail after the move if the new credential cannot reach the source data.

Requirements and limitations:

Credential types must match: You can only move a source between credentials of the same type. For example, you cannot move a source from a BigQuery credential to a Snowflake credential.
Access is not automatically verified: After the move, if polling fails due to missing permissions, you will need to update the credential settings on the target credential.