Project

Learn how to create a project and configure workflows

Last updated 1 month ago

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 for pulling data out of source systems and placing it into Target Systems. A project can be a simple workflow for email automation or can have embedded processes and workflows for mapping between two systems. Creating a project in DBSync Cloud Workflow is a straightforward process that enables you to organize your workflows and integrations effectively.

Key Concepts of a Project

Creating a Project: Start a new integration project.
Adding Template: Utilize pre-built templates for various connectors and business processes.
Importing a Project: Import existing projects for reuse or modification.
Downloading or Sharing a Project: Export or share projects with others.

Create a Project in DBSync Cloud Workflow

Creating a New Project

Click Create: Locate the Create button next to the Project icon on the Home Screen.

Enter Project Name: A pop-up will appear prompting you to enter a name for your project. Choose a descriptive name that reflects the purpose of the project.
Confirm Creation: Click Ok to proceed with creating the project.
Task Screen: After creating the project, you will be taken to the Task Screen where you can define workflows and processes for your project.

Adding a Template (Optional)

Utilize Pre-built Templates: If you want to add a pre-built integration template, navigate back to the Home Screen.

Click on Add Template: Select the Add Template option next to the projects section.

Select and Import a Template: Choose the desired template from the list of available options and click Import. Provide a name for the imported project and click Next.

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.

Modify Workflows: Click the Setup icon next to the workflow to run it or click Configure to modify the workflows as needed.

Importing a Project

To import a project in DBSync Cloud Workflow, follow these steps:

Open the Desired Project: Navigate to the project you wish to import into.
Access the Task Menu: Click on the drop-down menu next to Task.
Select Import: Click Import from the drop-down menu.
Browse or Upload: Choose to browse your local files or upload a project zip folder.
Save the Project: Click Save to complete the import process.

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

Open the Desired Project: Navigate to the project you wish to download or share.
Access the Task Menu: Click on the drop-down menu next to Task.
Select Create: Click Create from the drop-down menu to proceed with downloading or sharing 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.

Frequently Asked Questions (FAQ)

1. Can I rename a project after creating it?

Yes, you can rename a project by navigating to the project settings and updating the project name.

You can share a project by using the collaboration features in DBSync Cloud Workflow. Invite team members by adding their email addresses in the project settings.

3. Is it possible to clone an existing project?

Yes, you can clone an existing project to create a duplicate with the same configurations and workflows. This is useful for creating similar projects quickly.