Set up sources

Last updated: Jan 6, 2026
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You can self-serve to set up API sources (i.e., JSON via HTTPS) to send data to Redox. Learn more about sources.

To create non-API sources, talk to your Technical Account Manager.

Prerequisites

  • A user must be assigned to an engineer role to manage sources. Learn about user roles.
  • You must be part of the closed beta with Redox to create non-API sources (i.e., SFTP, MLLP). Talk to your Technical Account Manager if you have questions.
  • To delete a source, you must be logged into a development or staging environment. Production sources can’t be deleted without a Redoxer.

View sources

Follow these steps to view any existing sources.

  1. Log in to the Redox dashboard.
  2. From the navigation menu, click the Developer page.
  3. By default, the Sources tab opens with any configured sources and OAuth API keys. To view a specific source’s configuration details, click the Edit button on its tile.

Create a source

On the Sources tab, click the New source button to open the source wizard. The instructions below take you through each step of the source wizard.

The New Source button is on the top right of the Sources tab.
Create a new source

Step 1: Select source type

  1. Click the checkbox to acknowledge that you’re creating a source for your own Redox organization, not your connection. This is a legal requirement, so you can’t proceed without this acknowledgement.
  2. Enter a human-readable name for the source. This will be the display name on the Sources tab.
  3. (For multi-region users only) From the Region drop-down field, select the Redox service region.
  4. From the Data format drop-down field, select the format of the data and how it will be sent (i.e., source type). Currently, you can send JSON via HTTPS (i.e., API sources only).
  5. (Optional) From the Sending system type drop-down field, select the EHR system this source will pull data from. Begin typing the EHR name to filter the list or enter a free text name if you can’t find the one you’re looking for.
  6. Click the Next button. You can also click the Exit button to discard the new source configuration.
    A user completes the source type configuration in Step 1 of the source wizard.
    Step 1: Select source type

Step 2: Configure source

Enter the configuration details based on the source type.

Step 3: Confirmation

  1. The Confirmation tab opens with a summary of the settings you’ve configured. When you’re finished reviewing, click the Confirm setup button. Or, click the Back button to change any settings before confirming.
  2. The source is created and its confirmed settings display. To test sending data with this source, click the View dev tools button. Otherwise, click the Exit button to return to the Sources tab.
    A source's configuration details are summarized in Step 3 of the source wizard.
    Step 3: Confirmation

Next steps

For SFTP or MLLP sources, create a subscription for each config link you added.

For API sources, authenticate an API key to start sending data.

Edit a source name

  1. Follow the steps to view sources.
  2. Find the source you want to rename, then click the Edit button.
  3. The source wizard opens. You can view the source’s configuration details or edit the source name.
  4. Click the Next button to navigate through the rest of the wizard steps.
  5. When you’re finished, click the Confirm setup button.
    A user edits the source name of an API source in their organization.
    Edit a source name

Delete a source

  1. Follow the steps to view sources.
  2. Find the source you want to delete and click the Delete button.
  3. A modal appears asking you to confirm the deletion. Click the Delete button to confirm—or the Cancel button if you changed your mind.
    A user deletes a development source.
    Delete a source