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.
Downloading or Sharing a Project
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.
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.
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