> ## Documentation Index
> Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage external connections

> Connect a source account, approve readers, and prepare captured data for reporting.

External connections copy records from supported source systems into Presolve for reporting and evidence review. A platform administrator manages each connection and decides which people can use it in Reports and Ask Presolve.

Available providers, record types, authentication fields, and processing options depend on the connection. This guide covers connections managed through **External Data**; other integrations have their own setup guides.

Connecting an account does not automatically create native Presolve matters, extract facts from every document, or grant access to everyone in the organization.

## Choose the organization that owns the data

In the administration app, open the firm's organization and select **External Data**. Save the connection on the firm whose source account supplies the records.

For an HQ organization, use **Connected firms** to open the firm's existing connection and approve eligible HQ readers there. HQ membership alone does not grant source access. Create a separate connection only when HQ has its own source account.

## Connect your account

Under **Connect your account**, complete the fields shown for the source provider. Obtain the account identifiers and credentials from the person who manages that source system.

If the form asks for a source organization or account ID, use the identifier from that system, not the Presolve organization ID. Client credentials and access tokens must belong to the intended source integration and account.

Use your organization's credential-management process to obtain these values. Do not put secrets or tokens in report descriptions, chat messages, or support screenshots.

Select **Test and save connection** and wait for confirmation. Presolve verifies the connection before saving it. Saved credentials are encrypted and are not displayed again.

For an existing connection, **Save access settings** preserves the saved credentials. To change credentials, select **Replace credentials**, enter the complete replacement set, and select **Test and replace credentials**. A failed replacement leaves the existing connection unchanged.

## Approve access

1. Under **Choose available data**, select the resources readers may use.
2. Under **Approve readers**, select the intended active firm or eligible HQ members.
3. Enable **Enable external data for this organization**.
4. If needed, enable **Allow approved readers to use this data in Ask Presolve**.
5. Save the settings and have an approved reader open [External data](https://www.presolve.com/dashboard/reports/external).

Approved readers need Reports permission and unrestricted case access. Ask Presolve also requires AI permission and the connection's Ask setting. Reader access covers the enabled source data across the firm, which can include personal and medical information; it is not a per-case assignment.

## Capture the source records

Open **Source capture & reports** and select **Start initial capture**. Capture continues in the background. Use **Check progress** to review its state and **Review source errors** to investigate gaps.

**Stored records** and **Result pages saved** measure capture work, not unique cases. The total amount of work can grow as the capture discovers more records. A saved page can represent a source result, download, or processing step; it is not a page of a PDF.

For an existing capture, the available controls include **Pause capture** and **Refresh source data**. Saved reports retain their original snapshots when a later capture is created.

> [!NOTE]
>
> Completion means Presolve has finished the planned capture work. Check source
> errors and API coverage as well. Captures include only records accessible to
> the connected source account; finished pagination does not establish firm-wide
> access.

## Map fields and generate coverage reports

Where coverage reporting is supported, use **Field mapping** to identify the source fields that represent the firm's office and the values you want to assess. The available coverage fields depend on the analysis offered for the connection.

1. Review the discovered fields and select the appropriate sources.
2. Select **Save settings & mapping**.
3. Use **Preview mapping** to check the choices against captured records.
4. After capture completes, select **Generate reports**, or use the setting to generate reports after capture with the saved mapping.

While capture is running or paused, **Generate provisional reports** lets you choose a limited population of captured cases. The result is explicitly provisional, leaves pending fields unavailable, and excludes recovery extraction. Generate a fresh analysis after capture finishes before treating coverage as a full-population result.

See [Read coverage and recovery reports](https://www.presolve.com/docs/help/reporting/connected-sources.md#read-coverage-and-recovery-reports) for the meaning of each result.

## Keep capture and processing separate

| Step | What it makes available |
| - | - |
| Capture | Source fields, notes, activities, file metadata, and downloaded files supported by the connection. |
| Field mapping and analysis | Coverage results that distinguish recorded, missing, conflicting, and unavailable values. |
| Record and document processing | Processed text and extracted evidence for supported records and files. |
| Recovery review | Candidate values supported by processed evidence, where available. |

Use **Process captured records** during capture or **Process snapshot data** after it finishes to request processing. Processing has its own progress and controls. A copied file is not necessarily processed, and a processed file is not a verified fact.

Custom reports on captured structured fields do not require document extraction. See [Report on connected sources](https://www.presolve.com/docs/help/reporting/connected-sources.md) to begin.

## Troubleshoot setup

| What you see | What to check |
| - | - |
| Only platform admins can change this connection | Ask a Presolve platform administrator to manage the firm's connection. Firm or HQ membership alone does not provide this capability. |
| Source authentication request failed | Confirm the source account identifiers and credentials belong to the intended integration. Check for expired or revoked credentials. If the values are correct, record the time and action for support; the message alone does not identify the cause. |
| Saving… | Wait for confirmation before submitting again. If the result is unclear, reopen the settings and check the saved state. |
| Ask your admin to enable access | Check the owning firm's connection, enabled resources, reader list, overall access setting, and the reader's Reports permissions. For Ask, also check AI permission and the Ask setting. |
| Connection succeeds but records are missing | Inspect capture progress, source errors, API coverage, and the connected source account's access. Reconnecting alone does not fill a capture gap. |

Continue with [report examples](https://www.presolve.com/docs/help/reporting/connected-source-examples.md).


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