Project

Learn how to create a project and configure workflows

Introduction

A project is a collection of processes and workflows. It contains a set of instructions to pull data out of the source systems and place it into the target systems. A project can be a simple email automation workflow or contain embedded processes and workflows to map data between two systems. A project helps you to organize your workflows and integrations.

When you navigate to the Projects tab from the Home tab, you will see:

1. A Dashboard that displays quick views to the Task Summary and the Records Moved. This Dashboard is similar to the Dashboard on the Home page. For more details, refer to this.

2. A Projects panel with an option that allows you to Create a new Project or Add Template.

3. A Project table with a list of Project Names along with other details like Last 24 Hrs, Upcoming Tasks, Alerts, and Actions.

Projects Panel

The Projects panel in the middle allows you to:

• Create a Project: Start a new integration project.

• Add Template: Utilize pre-built templates for various connectors and business processes.

Projects Table

Below the Projects panel is a projects table that lists all the project names and their details like Last 24 Hrs, Upcoming Tasks, Alerts, and Actions:

Column	Description	Key Interactions
Name	The project name	• Click the project name to open the project in the same tab. • Alternatively, click the external-link icon to launch the project in a new browser tab.
Last 24 Hrs	Total number of task runs inside the project during the past day.	Sort ascending/descending to surface your busiest projects.
Upcoming Tasks	Total number of scheduled tasks queued to run.
Alerts	Consolidates task outcomes into a single status line: • All Success – green text • X Failed / Y Success – red text • … (ellipsis) – no runs yet
Actions	Quick-access controls: • Edit – Rename the project. • Delete – Remove the project.	All actions respect role-based permissions.

TIP: Enter a project name in the search bar to locate a specific Project. Use the Rows per page selector to display 10, 20, 30 and All items at a time.

Additional table features include:

• Search Bar – Enter a Project Name or keyword in the search bar to filter a specific project.

• Pagination & Row Selector – Adjust how many projects display per page.

• Column Sorting – Click the arrow icon next to the Last 24 Hrs and Upcoming Tasks columns to sort data accordingly.

Create or Import Projects

• Create – Opens the New Project Wizard to build workflows from scratch.

• Add Template – Imports a pre-built template directly into a new project, accelerating setup.

Create a Project

1. Click Create on the Projects tile.

   
2. In the Add Project pop-up, enter a Name for your project.

TIP: Choose a descriptive name that reflects the purpose of the project.

1. Click Next to proceed.

2. The system directs you to the Automation tab. Use this tab to define the workflows and processes for your project.

The Automation tab is the dedicated command center for every automated workflow in a project. Click here to know more about Automation.

1. In the Automation tab, click Create to start Process creation.

Add a Template (Optional)

Use Pre-built Templates: To add a pre-built integration template, navigate to the Project tab.

1. Click Add Template on the Projects tile.

   
2. Click Add to Project on the required template tile.

   

   Note: The new template appears in the Projects table below. Click the Edit icon to provide a suitable custom name to the project.

3. In the Edit Project dialog box, provide a name for the new template that gets imported into the project and click Save.

4. Configure the Integration and Set Up Workflow: You can configure the integration by choosing whether to integrate or merge applications or use your own application credentials.

   
5. Click Configure to modify the workflows as needed.

   

Note: Everytime you use a DBSync pre-built template, a small Setup button appears to initiate the Setup process. For more details regarding Setup, refer to the template document for the template you selected from the template library.

Import an Automated Task into a Project

To import an Automated Task into a DBSync Cloud Workflow project in, follow these steps:

1. Open the project you need to import the Automated task into.

2. Browse from your local files or upload a project zip folder.

3. Click Save to complete the import process.

Download or Share a Project

To download or share a project in DBSync Cloud Workflow, follow these steps:

1. Open the Required Project: Navigate to the project you need to download or share.

2. Access the Task Menu: Click the drop-down menu next to Task.

3. Select Create: Click Create from the drop-down menu to download or share the project.

PRO TIP Regularly update and review your projects to ensure they align with your current business needs and integration goals. Utilize the platform's features for collaboration and monitoring to maintain effective project management.

Related Content Home Administration: Learn how to manage your DBSync Cloud Workflow environment with essential administration tools and settings. Template Library: Explore a wide range of pre-built integration templates in the Template Library. These ready-to-use solutions help you quickly set up workflows for popular applications, saving time and effort while ensuring seamless integration. Platform Migration: Explore step-by-step guides on migrating your existing workflows and data to the DBSync Cloud Workflow platform. Getting Started: Access a comprehensive introduction to kickstart your journey with DBSync Cloud Workflow. Administration Logs: Understand how to monitor, review, and manage logs to keep track of your integration processes and workflows.