This guide provides a comprehensive overview of the IMSURGE user interface. Its goal is to help you understand where everything lives, how each area fits into the workflow, and how IMSURGE guides you from setup to automated data pipelines.

The Core Workflow

IMSURGE is designed around a straightforward progression: authenticate → configure → automate. The sidebar reflects this flow:

  1. Integrations: Configure connections to external systems. If an integration requires Credentials, IMSURGE will prompt you to either select existing Credentials or create a new set during setup.
  2. Pipelines: Connect a source Integration to a target Integration to create an automated data flow.
  3. Settings → Credentials: A centralized place to create, edit, and manage all your stored authentication details. These Credentials can be reused across multiple integrations.

Main UI Pages

Dashboard

The Dashboard is your landing page and provides an at-a-glance summary of all activity in your organization.

  • User Greeting: Displays a welcome message and the time of your last login.
  • Total Integrations: A clickable card showing the total number of integrations, with a breakdown of active Sources and Targets.
  • Total Pipelines: A clickable card showing the total number of pipelines, with a breakdown by Healthy, Errored, and Stale.

Execution Activity (Past 12 Months)

At the bottom of the Dashboard, you’ll find the Execution Activity graph. This chart provides a monthly summary of how many total pipeline executions occurred across your organization in the past year.

The graph is not interactive. It is intended as a quick visual reference to understand usage trends, growth, and overall pipeline activity.

For detailed execution history and troubleshooting, visit View Executions from any individual pipeline.

Integrations Page

Integrations represent the systems you pull data from (sources) or deliver data to (targets). Integrations use a set of Credentials for authentication when required.

  • Key Actions:
    • Click + Integration to configure a new data source or target from the Integration Library.
    • Use the filter dropdowns in the top bar to view integrations by Brand, All Sources, or All Targets.
    • The table organizes integrations by Type, Brand, Name, and Created Date.
    • Click the three vertical dots on an integration to View/Edit Details or Delete it.

Pipelines Page

Pipelines define the automated data flow between your Integrations.

  • Key Actions:
    • Click + Pipeline to begin the pipeline creation process.
    • The table displays pipelines with the columns: Name, Source, Target, Frequency, Created, Last Execution, and Last Result.
    • Click the three vertical dots on a pipeline to:
      • View Executions: See the run history and troubleshoot issues.
      • Edit Settings: Change the schedule or components of the pipeline.
      • Duplicate: Create a copy with the same settings.
      • Delete: Remove a pipeline that is no longer needed.

Managing Credentials

All authentication details used by Integrations are managed in Settings → Credentials.

When creating an Integration, IMSURGE will automatically prompt you to either:

  • Select existing Credentials, or
  • Create a new set of Credentials if none exist.

This keeps authentication consistent and centralized while allowing multiple integrations to reuse the same secure details.

Key Actions in Settings → Credentials:

  • Create Credentials: Click + Credentials, select the vendor, and enter the required authentication fields.
  • Edit Credentials: Update keys or passwords in one place. Any integration using those Credentials will automatically use the updated values.
  • Delete Credentials: Remove any set that is no longer associated with an integration.

Org Admin Functions

Users with the Org admin role will see these additional sections in the sidebar:

  • Usage: Provides detailed metrics on your organization’s data processing and pipeline executions, which is useful for monitoring costs and activity. See our guide on Usage and Billing for more information.
  • Organizations: Allows you to manage your organization’s settings, view details, and configure high-level properties.
  • Users: This section is for managing user access. You can invite new users, remove existing users, and assign roles (Org user or Org admin). Learn more in the Users and Accounts guide.