Configuring DBSync Environment

This guide walks you through setting up a basic workflow in the new DBSync UI using the Flow Builder.

Step 1: Login and Create Project

1. Log in to your DBSync account.

2. Click on Create Project and provide a name.

3. Once created, your project will appear on the dashboard.

Step 2: Add a Connector

1. Navigate to the Apps page.

2. Click on Add Connector.

3. Choose a connector from the list and configure it with the required credentials.

4. Save the connector to make it available for use in flows.

Step 3: Create a Task

1. Inside your project, click Add Task and give it a name.

2. Assign a Bot to the task.

3. Click on Configure to launch the Flow Builder.

Step 4: Design Your Flow

1. Inside the Flow Builder:

   • Drag and drop a Flow Action from the left pane.

   • Inside the flow, drag and drop a Query Action.

2. In the Query Action:

   • Select the Connector from the dropdown.

   • Click on Visual Query Builder to define your query (e.g., select an object and apply filters).

   • Click Save.

Step 5: Add Transform & Write

1. Below the Query Action, drag and drop a Transform & Write Action.

2. In the Transform & Write configuration:

   • Select Console as the connector.

   • Set the Operation to Insert.

   • Choose Object as Console.

Step 6: Map Fields

1. Click on the Map button inside the Transform & Write Action.

2. In the mapping window:

   • Drag fields from the left (source) to the right (target).

   • Click Save & Close.

Step 7: Save and Run

1. Click Save Flow to save your entire workflow.

2. Navigate to the Run tab and click Run Now.

3. View the results in the Console Output.