Custom Market Data Connectors
Overview
In addition to pre-integrated providers, you can connect your own proprietary pricing sources using Custom Market Data Connectors. Custom connectors let you load data from any provider into instrument rolling fields via scheduled SFTP, email, or manual CSV upload — without contacting support.
Custom connectors are managed from the same My Connectors tab under System Settings → Connectors.
Create a Custom Connector
Click Add New on the My Connectors tab to open the creation form.
Field | Required | Notes |
|---|---|---|
Provider Name | Yes | Must be unique per account. Free text. |
Logo | No | PNG, JPG, or SVG. Max 2 MB. |
Description | No | Max 500 characters. |
Website / Privacy Policy / Terms of Service | No | Must be valid HTTPS URLs if provided. |
Connection Type | Yes | Internal SFTP or Email. Cannot be changed after creation. |
Click Next Step — the system automatically provisions the connection in the background:
Internal SFTP — generates Host, Port, Username, SSH Key (encrypted), Remote Directory Path, and File Name Pattern
Email — generates a unique dedicated inbox address in the format
{client_id}-{connector_id}@reluna.com
On success, connector status transitions to Active. A link to download the CSV template appears on the Connection Details page once setup is complete.
Note: Connection Type cannot be changed after the connector is created. If you need a different protocol, create a new connector.
CSV Template & Format
Download the CSV template from the Connection Details page or via Actions Menu → Download Template (connector must be Active). The template includes sample rows and a list of all available rolling fields from System Settings.
Every CSV file submitted to a custom connector must contain these five columns, separated by semicolon (;):
Column | Format | Notes |
|---|---|---|
| Text | Matched using standard bank processing logic |
| Text | Currency of the data value |
|
| |
| Numeric, max 5 decimal places, or empty | Empty values are accepted |
| Text | Must match a rolling field in System Settings (Tags = "ROLL", Type = "DOUBLE"). E.g., |
Multiple rows per instrument are supported — use one row per rolling field target.
Manual CSV Upload
Navigate to My Connectors → Connector Details → Actions Menu → Import Data (connector must be Active).
Select a CSV file from your computer.
The system validates all rows and shows results: count of successful and failed rows. Each failed row shows the row number, error type, and a suggested fix.
Choose an import action based on the result.
After import, a summary is shown:"X instruments found, Y data points loaded across Z rolling fields."Data is immediately visible in Rolling Data.
Validation result | Available actions |
|---|---|
All rows valid | Import to Database |
Some valid, some failed | Import Successful Rows Only or Cancel and Fix File |
All rows failed | Download Error File to correct and re-upload |
Automatic Processing
Internal SFTP
The system polls the SFTP server every 10 minutes automatically. Drop CSV files matching the configured File Name Pattern into the directory — the system picks them up, validates, and loads data into rolling fields. Already-processed files are skipped automatically. Every processing attempt is logged in the Raw Data Log.
Send a CSV file as an email attachment to the connector's dedicated address. The system monitors the inbox continuously and processes new files automatically. Only authorised senders are accepted; other file types attached to the same email are ignored.
Run Now
To trigger an immediate fetch without waiting for the next scheduled run, use Actions Menu → Run Now (Active connectors, SFTP and Email only). The existing polling schedule is not affected.
Error notifications: If automatic processing fails, Back Office Managers receive a notification with the connector name, file name, timestamp, and error description. For Email connectors, the notification is sent as a reply to the original sender. For SFTP connectors, it is delivered via the platform notification system.
Manage Custom Connectors
All management actions are accessible from My Connectors → Connector Details → Actions Menu. Actions available depend on connector status — only Active connectors expose data operations:
Action | What it does |
|---|---|
Run Now | Triggers an immediate file fetch |
Download Template | Downloads the CSV template with rolling field reference |
Import Data | Opens the manual CSV upload flow |
Edit Configurations | Update SFTP credentials, directory path, file pattern, polling schedule, or provider metadata. Connection Type cannot be changed. |
Disconnect | Stops all automatic processing. Status → Inactive. All historical rolling field data is preserved and remains accessible. |
Historical data after disconnect: Disconnecting a connector does not delete any previously loaded data. All rolling field data remains accessible in Rolling Data for historical valuations and reporting, regardless of how long the connector has been inactive.
Data Priority
Custom providers are always placed at the lowest priority tier in the data routing engine — below all standard providers. Custom provider data is used only when no standard provider has a value for the specific field and instrument combination.
Among multiple custom providers, priority is assigned automatically by connection timestamp: the earliest-connected provider has the highest priority within the custom tier. This cannot be set manually.
Status Reference
Status | Meaning |
|---|---|
Active | Connection is live. SFTP polling or email monitoring is running. All data operations available. |
Failed | Provisioning or processing error. Contact Support if the issue persists. |
Inactive | Manually disconnected. No new data ingested. Historical data preserved. Can be re-activated. |