# Home

## Introduction

DBSync Cloud WDBSync Cloud Workflow provides an intuitive Homepage to build your integrations and create projects and associated tasks to run your integration workflows. 

When you log in to the DBSync platform for the first time, you will land directly on the Home page. This Home Page is divided into the following sections.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FSKEuiIWG31m3nI53XAR6%2Funknown.jpeg?alt=media&#x26;token=996d295c-7fa0-447c-aa86-9bd9aaf864f4" alt=""><figcaption></figcaption></figure>

## Search Bar

The Search Bar, prominently located at the top of the Home pane, above dashboard, allows you to easily search for and integrate new applications using your DBSync environment.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FEwrcb9BOBlcLj5RTs28x%2Funknown.jpeg?alt=media&#x26;token=747b1ca2-bbac-4a17-842f-b8d9986b4fae" alt=""><figcaption></figcaption></figure>

The search bar helps users to add new Apps.

## How It Works

1. Type the name of an application (for example, Salesforce, QuickBooks, NetSuite, Filevine) in the search bar.
2. The system displays suggested applications from the list of supported connectors.
3. Select a connector from the dropdown. It gets added to the Suggested Apps section, below the search bar.&#x20;
4. Click **Connect**.

   <figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FExdGtCrts7GwuBgPhfM1%2Funknown.png?alt=media&#x26;token=bf46a60d-323f-47b8-adc7-8797abdbe6a1" alt=""><figcaption></figcaption></figure>
5. The **Quick Setup** configuration screen for the selected App opens.

Just below the Search bar is a quick access panel, which shows recently **Connected Apps**, once you start configuring them. These **Connected Apps** can also be seen under the **Your Apps** section in the Apps pane. The search bar simplifies app discovery and connection.

Apart from the **Connected Apps**, you will also see **Suggested Apps** in the quick access panel. This appears every time you select an App in the search bar.

## Dashboard

The dashboard is neatly divided into two sections comprising eight tiles so you can focus on what matters. The four tiles on the left give you a glimpse into the **Task Summary** while the four on the right give you a quick view of **Records Moved**.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FzMk8jDhETR2BLlfW7Joi%2Funknown.jpeg?alt=media&#x26;token=f16d3991-52f3-42db-8286-d2f1dee1d771" alt=""><figcaption></figcaption></figure>

#### Task Summary

The **Task Summary** section offers a real-time snapshot of key operational metrics across all your integrations within DBSync Cloud Workflow. It allows you to quickly assess system performance, track integration activity, and identify any issues that may require immediate attention. Each tile is interactive. Click a metric for additional context and drill-down details.

* **Active Tasks**: Displays the number of integration tasks that are currently enabled and scheduled to run. This metric reflects the volume of ongoing automation actively contributing to your business operations.
* **Total Runs**: Shows total task executions, regardless of whether they succeeded or failed.
* **Successful Runs**: Indicates the number of tasks that have been completed without encountering any errors. A high success count typically reflects a healthy and stable integration environment.
* **Errored Runs**: Shows the total number of integration tasks that encountered errors during execution. This information is critical for troubleshooting and system reliability.&#x20;

> Note: Click one of these tiles to see a table of the most recent failures - up to three by default - with a **View All** option to inspect the complete logs.

#### Task Summary Filter Criteria

A small arrow at the right side of the **Task Summary** metrics can be used to filter by predefined time ranges to help you analyze system performance over different time periods. The filter options include:

* **Yesterday** – Displays metrics for the previous calendar day, useful for reviewing recent runs.
* **Last 7 Days** – Aggregates task activity over the past week, ideal for short-term monitoring.
* **Last 30 Days** – Provides a broader view of task executions and system health over the last month.
* **Last 12 Months** – Offers a high-level summary of activity and reliability across an entire year, helping with long-term audit and performance analysis.

#### Records Moved

The **Records Moved** section shows the total number of data rows processed through the integration tasks over specific time intervals. This metric provides crucial insights into the actual data throughput across your workflows, that will help you understand load patterns, identify processing gaps, and validate sync performance.

Each count represents the number of records that were transferred from source to target applications during the selected time range, regardless of task success or failure. It is especially useful for monitoring API usage, optimizing performance, and evaluating integration scale.

* **Yesterday** – Total number of records processed during the previous day.
* **Last 7 Days** – Summarizes record transfers from the past week.
* **Last 30 Days** – Offers a monthly overview to detect usage spikes or drop-offs.
* **Last 12 Months** – Displays long-term record movement trends to support capacity planning and audit tracking.

#### Task List (Detailed Dashboard View)

A Task List table appears beneath the Task Summary tiles, when you expand the Dashboard panel using the expand ▲ / ▼ toggle at the upper-right corner of the Dashboard panel. This table displays the most recent Task executions.

> **Note:** Your personal time‑zone is detected from the browser, ensuring that all timestamps you see in widgets, logs, and tooltips match your local context.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2Ffb1hS414w4TP5bDQuXm7%2Funknown.png?alt=media&#x26;token=b4115fc2-1bdc-469d-a3e3-ee85c8c5b285" alt=""><figcaption></figcaption></figure>

<table data-header-hidden><thead><tr><th width="101.14288330078125">Column</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>The user-defined label of the integration task.</td></tr><tr><td>Last Sync</td><td>Timestamp of the most recent run (displayed in the time zone of your local browser).</td></tr><tr><td>Status</td><td>Information about the status of the task, whether it succeeded or errored for the last run. A <strong>Success</strong> status is displayed in Green text, whereas an <strong>Error</strong> status is displayed in Red text.</td></tr><tr><td>Logs</td><td><p>A shortcut link to the full execution log for that task.</p><p>Click to open the detailed log page in a new tab, preserving your dashboard context.</p></td></tr></tbody></table>

## Suggested Templates

The **Suggested Templates** section provides intelligent, app-based recommendations to help you get started with integration quickly and efficiently. Once you connect one or more applications, the system automatically suggests pre-built templates with at least one endpoint that matches the connected application. Using pre-built templates eliminates the need to build and configure workflows from scratch.

These templates are curated for relevance and are designed to accelerate your setup process based on your use case, industry, and role.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F5MapfIB1pY6leRQJnpOv%2Funknown.jpeg?alt=media&#x26;token=974d7444-94f5-4892-9677-36b19cb77122" alt=""><figcaption></figcaption></figure>

| For more information about Templates, click [here](https://docs.mydbsync.com/cloud-workflow/template-library). |
| -------------------------------------------------------------------------------------------------------------- |

> Pro Tip: Use Suggested Templates as a starting point for most integrations. These are pre-validated by DBSync and can be easily modified to suit specific business needs.

The **Suggested Templates** section also contains a templates search bar at the top of the Suggested Template grid. This search bar enables you to quickly locate relevant templates by entering keywords related to your integration needs.

{% hint style="info" %}
For more information on **Project** click [**here**](https://docs.mydbsync.com/cloud-workflow/create-your-workflow/project)**.**
{% endhint %}


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