# UiPath Aggregation Settings

Configure settings related to aggregation processes.

## Before You Begin

Consider the following important points before you configure and run aggregation processes.

- SailPoint fetches data directly from the data source (Data Fabric or the CSV file).
- Before running an aggregation process, be sure that the data in the data source is up to date.
- Ensure that the data source contains all the attributes you want to aggregate.
- Ensure that the schema defined in SailPoint matches the schema in the data source exactly.

## Configure API-Based Aggregation

Enter the information needed to aggregate account data from Data Fabric.

> [!NOTE]
>
> **Screenshot**
>
> [![API aggregation method screenshot](<https://documentation.sailpoint.com/connectors/rpa/saas/help/img/api_aggregation_method.png>)](<https://documentation.sailpoint.com/connectors/rpa/saas/help/img/api_aggregation_method.png>)

1. In the **Account Entity ID** field, enter the unique identifier for the Data Fabric entity which stores user data.
2. In the **Entitlement Entity ID** field, enter the unique identifier for the Data Fabric entity which stores entitlement data.
3. Select **Save**.

### Data Refresh Strategy

Your RPA workflows must keep Data Fabric updated:

- **Full Refresh**: Workflow runs daily, replaces all entity records.
- **Incremental Update**: Workflow detects changes, updates only modified records.

## Configure SFTP-Based Aggregation

Configure the connector to perform aggregation with a CSV file. For instructions on how to configure SFTP-based aggregation, refer to [SFTP Configuration](<https://documentation.sailpoint.com/connectors/rpa/saas/help/connecting.html#sftp-configuration>).