Account Selection During Connection Setup

Overview

When creating a new connection for supported data sources, you can choose which accounts to sync instead of syncing all accounts by default. This gives you more control over what data is extracted and helps reduce unnecessary data processing.

If your data source supports account selection, you will see a two-step connection flow: Authorization followed by Account Selection.

Setup guide

Step 1. Authorize your account

Provide your credentials (API key, OAuth, etc.) as usual. Once authorized, you will see a green checkmark next to Step 1 and will automatically move to Step 2.

Step 2. Choose your account sync mode

After authorization, you will see your available accounts and can choose how to sync them.

Option A — Sync all accounts (default)

• Automatically syncs all current and future accounts added to this data source.
• New accounts are included automatically — no manual action needed.
• Best for most use cases.

Option B — Select specific accounts

• Only syncs the accounts you explicitly choose.
• New accounts added to the data source later will not be included automatically.
• Use the search bar to find specific accounts.
• Use Select all / Unselect all to manage selections quickly.
• Toggle Show selected only to review your selection.

Step 3. Create the connection

3.1. Choose your preferred account mode (all or selected).

3.2. If selecting specific accounts, check the accounts you want to sync.

3.3. Click Create Connection.

Managing accounts after connection is created

Once your connection is created, you can view and manage your accounts on the Accounts tab of the connection detail page.

Checking your Account Sync Mode

Go to the Settings tab of the connection detail page. Under Connection Details, you will see the Account Sync Mode field:

• Selected accounts only — this connection syncs only the accounts you chose during setup.
• All accounts — this connection syncs all current and future accounts automatically.

Connections with selected accounts

If you chose "Select specific accounts" during setup:

• A yellow banner will appear on the Accounts tab: "This connection syncs selected accounts only. New accounts added to this data source won't be included automatically."
• The account count badge shows how many accounts are synced (e.g., 2 accounts).
• Use the Sync accounts button to re-fetch and update the account list.

Connections with all accounts

If you chose "Sync all accounts":

• All current and future accounts are synced automatically.
• No manual management needed.

Changing the Account Sync Mode

The account sync mode is set during connection creation and cannot be changed directly in the connection settings. To switch between "Sync all accounts" and "Select specific accounts", you need to re-authorize the connection:

1. Go to the connection detail page and open the Settings tab.

2. Click the Re-connect button in the Authentication section.

3. Complete the authorization process again.

4. After re-authorization, you will see the Account Selection step where you can choose a different sync mode.