Navigate to data sources
Select your site
Sites in the left navigation bar and select the building you want to manage.Open data sources
Data Sources. The data sources list displays all configured connections for the selected site.
The data sources list shows each connection's name, discovery support, data source type, area, and room
Add a new data source
You add data sources by selecting from the API catalog, which organizes available integrations by system type. Cloud BMS supports 200+ integrations across BACnet, Modbus, REST API, MQTT, and other protocols.Open the API catalog
Data Sources page, click API Catalog in the left panel. The catalog displays available integrations organized by category (Access Control, Asset, BAS, Meter, and others). Use the search bar to find a specific integration.
The API catalog organizes integrations by system type
Select an integration
Enter authentication details
+Add Data Source in the upper right corner. A three-step wizard opens starting with the Authentication step.Fill in the connection fields specific to the selected integration type.
Step 1 of the wizard collects authentication details for the external system
Test Connection to verify your credentials before proceeding. If authentication succeeds, click Next.Configure data streams
Configuration step, select which data streams to collect. Toggle individual streams on or off, and set the collection frequency for each.
Step 2 lets you enable data streams and set collection intervals
Value and Interval (seconds or minutes) within that range. Click Next when finished.Review and submit
Review step displays a summary of your selected data streams and their collection frequencies. Verify the configuration and click Submit to create the data source.
Step 3 shows a summary of enabled data streams and collection frequencies
Subsystem alarm ingestion
Connectors can ingest native alarms from external building systems into the KODE alarm engine. Ingested alarms appear on the FDD Events page alongside routine-generated faults. Use this when operators need a single console for BMS alarms instead of switching between KODE and the subsystem interface. Niagara is the first supported integration. Additional subsystems will follow the same normalized alarm framework.Enable alarm collection
When you add or edit a data source, enable the Alarm data stream in the Configuration step. Set the collection Value and Interval within the allowed range, then complete the wizard.Open the connector configuration
Enable the Alarm stream

Step 2 lets you enable data streams and set collection intervals
Submit and verify
Bi-directional acknowledgment
When ack writeback is supported for the connector, acknowledging an alarm in KODE updates the source system. Acknowledgments made in the source also sync to KODE. Ack writeback prevents unacknowledged alarms from accumulating in the BMS queue, which can exhaust subsystem resources. Operators can acknowledge from KODE without opening the Niagara or BMS console.V1 scope
Connector view
After you add a data source, the connector view provides real-time visibility and control over the integration. Select any data source from the list to open its connector view.
The connector view displays collection metrics, discovered entities, and data stream activity
- Live Updates enables real-time monitoring of API requests
- Test Connection verifies the data source is reachable and credentials are valid
- Details displays the connection configuration
- Activity opens a panel showing a log of recent actions and credential changes

The Activity panel shows a timestamped log of connector updates

- Import from Sheet imports devices and points from a spreadsheet before or after connectivity is established (see Import devices and points from a sheet)
- Refresh Cache reloads cached data from the external system
- Edit opens the data source configuration for modification
- Disable temporarily pauses data collection without deleting the data source
- Delete permanently removes the data source
Analytics tab
TheAnalytics tab displays data collection metrics and discovery statistics.
Use the Overview section to see:
- Devices discovered, with a health status badge and modeled-versus-total count
- Points discovered, with modeled-versus-total breakdown
- Schedules discovered from the external system
- Collection Activity shows total items collected in the filtered period and all time, with timestamps for the next collection, last collection, and collecting-since date
- Data Stream Graph displays collection activity over time with green bars for successful collections and red bars for failures
Records and Collects tabs to switch between them.
- Records shows how many data records were gathered from the API during each time period. Use this to verify that the external system is sending data as expected.
- Collects shows how many times Cloud BMS attempted to collect data. Use this to verify that collection is running on schedule.

The Collects tab shows collection frequency over time
Export button to download collection data, and the date range selector to filter the chart to specific time periods.
Live Updates to enable real-time monitoring of API requests. Every time Cloud BMS makes a request to the external system, the screen refreshes with the latest data. This is useful for debugging or real-time monitoring of a specific data source.Modify data collection frequency
Open the edit dialog
Analytics tab, go to the Data Stream section and click Edit Configurations. The Edit Data Source dialog opens with data stream settings.Set the new frequency
Select All toggle or individual stream toggles. For each enabled stream, set the Value and Interval within the allowed range.
The Edit Data Source dialog lets you adjust collection frequency for each data stream
Review and apply
Next to review your changes, then click Submit to apply the updated configuration.Health tab
TheHealth tab provides a real-time overview of the connector’s operational status.

The Health tab shows uptime metrics and error logs for the data source
- Failures count in the selected date range
- Uptime percentage over the selected period
- Uptime Graph with color-coded bars showing periods of uptime (green) and downtime (red)
Filter by category dropdown and the date range selector to narrow results to specific error types or time periods.
Use the Error Logs section to diagnose issues:
- Each error entry displays the error type, start time, last occurred timestamp, and occurrence count
- Click an error entry to open the
Error Detailsdialog with the error meaning, suggested actions, start and end times, duration, and individual error log messages with their timestamps - If a data source goes up and down repeatedly, all distinct error occurrences appear in the log
- Use the
Exportbutton to download the raw error list for further assessment or to share with external parties

The Error Details dialog provides the error meaning, suggested actions, and individual log entries
Error category reference
Each error in the Health tab falls into one of the following categories. Click a category to see its meaning and suggested actions.Connection Timeout
Connection Timeout
- Make sure the external system or software is running normally.
- Ask your IT team if there were any internet or firewall issues.
- If the system is fine but the error continues, let your IT team or system vendor know.
Request Timeout
Request Timeout
- Wait a few minutes. The system may be busy or syncing data.
- Check if others using the same system are noticing slowness.
- If it happens often, let your IT team or vendor know that the system is responding slowly.
Connection Closed
Connection Closed
- Check that your internet connection is stable.
- Ask IT if there were any brief network drops or server restarts.
- If it happens frequently, ask IT to review the connection settings for stability.
SSL Handshake Failure
SSL Handshake Failure
- Ask your IT or security team to check if the system’s security certificate is still valid.
- Make sure the system’s website or address uses
https://and loads normally. - If it is a vendor-managed system, inform their support team about the security link issue.
Unreachable Network
Unreachable Network
- Check if the system can be opened or accessed from your computer.
- If it only works when you are on VPN, make sure your VPN is active.
- If it is still not reachable, ask your IT team to check the network or firewall.
Proxy Down
Proxy Down
- Wait a few minutes. It may come back automatically.
- Ask your IT team if any network services or proxies were restarted.
- If this happens often, let IT know so they can review the network setup.
VPN Down
VPN Down
- Check that your VPN is active and connected.
- If managed by your IT team, ask if there were any VPN restarts or outages.
- If the VPN is managed by KODE, it should reconnect automatically. Monitor if it stays down for an extended period.
Data Source Down
Data Source Down
- Check if you can log in to that system directly.
- Ask the system owner or vendor if they are performing maintenance.
- If it is supposed to be running, ask your IT or the vendor to restart it.
Authentication Error
Authentication Error
- Log in to the source system to make sure the credentials still work.
- If the password or API key was changed, update it in Cloud BMS.
- If you do not manage credentials, ask your IT or vendor contact to refresh the integration access.
Gateway Unreachable
Gateway Unreachable
- Make sure the gateway or device is powered on and connected to the network.
- Ask your on-site IT to confirm it is online and using the correct network cable or Wi-Fi.
- If it keeps disconnecting, the site’s IT or vendor should inspect the device.
Monitor data source health
The data sources list shows the status of each connection at a glance. Key health indicators include:- Online/Offline status reflects whether the data source is actively communicating
- Communication score indicates the reliability of the connection over time
- Device count shows how many devices are discovered through this data source
- Last collection timestamp shows when data was most recently gathered
Manage data sources
Bulk actions
Click the three-dot menu at the top of the data sources list to access bulk operations.
- Test Connections tests connectivity for all data sources at once
- Discover triggers device discovery across all data sources
- Refresh Cache clears and reloads cached data from all connected systems
Individual data source actions
Click the three-dot menu on any data source row to access actions for that connection.
- Discover Devices triggers device discovery for this data source
- Discover Schedules discovers schedules from the external system
- Edit opens the data source configuration for modification
- Duplicate creates a copy of the data source with the same settings
- Delete removes the data source and its associated data
Import devices and points from a sheet
You can import devices and points into Cloud BMS using a structured spreadsheet, even before the data source connection is established. This unblocks deployment work such as templating, ontology mapping, and graphics while site connectivity (VPN, firewall, routing) is still in progress. Once the data source is connected and discovery runs, previously imported devices and points are treated as existing records and begin collecting data automatically.Import workflow
Open the import dialog
Import from Sheet.
The Import From Sheet dialog with a link to download the template and a drag-and-drop upload area
Download the template
Download Template in the import dialog. The template includes columns for device identifiers, point identifiers, metadata, and ontology fields.Fill out the template
Area, Location, Zone, Device Type) and point ontology fields (Ontology Field, Display Name, Precision, COV Tolerance, Default Graph, Ontology Unit).Upload and import
.xlsx file and click Import. The import runs as a background job with validation before any data is written.Re-upload to update existing records
Re-uploading a sheet is fully supported. The system uses a smart upsert approach to decide whether to create or update records.- Devices
- Points
- Virtual devices
- New device external IDs are created as new devices
- Existing devices can only have
Area,Location, andZoneupdated through re-upload - All other device fields remain unchanged
Start collection after connectivity
Once site connectivity is established:- Run
Discover Deviceson the data source. - Imported devices appear as existing records during discovery.
- After discovery completes, points begin collecting data normally.
Troubleshoot connection failures
When a data source goes offline, use the following approach to identify the issue.Check the health tab
Health tab. Review the uptime graph and error logs for recent failures.Review error categories
Test the connection
Test Connection to verify that Cloud BMS can reach the external system. A failed test confirms the issue is at the connection level.Verify external system status

