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Documentation Index

Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt

Use this file to discover all available pages before exploring further.

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Configure Metadata Ingestion

Once a connector is added, set up a metadata ingestion pipeline to bring data into Collate automatically.
  1. Navigate to Settings > Services and select your service type (for example, Databases).
  2. Open the service you added and select the Agents tab.
  3. In the Add Agent drop-down, click Add Metadata Agent. Add Metadata Agent
  4. Enter the configuration details and enable the toggle options, then click Next. Configure Ingestion
  5. Set an ingestion schedule so metadata refreshes automatically at specified time and frequency. Schedule Ingestion
  6. Click Add & Deploy. Optionally, you can add additional pipelines for lineage, data profiling, or dbt enrichment.
After ingestion completes, to view your added data assets in the Collate platform, click Explore in the left navigation menu. See Step 4 - Explore Features.