How to use AutoSync

Open the AutoSync dashboard

The AutoSync dashboard provides controls to create, edit, and view data pipelines. Open AutoSync from the Apps and Resources menu on the right side of the header:

The AutoSync dashboard opens:

Use the wizard to create your first AutoSync data pipeline.

Create a data pipeline

To create an AutoSync data pipeline from the dashboard, click Create a new data pipeline:

In the wizard, the first screens ask questions about the purpose of the data pipeline, where to load the data, and which sources to use. You can select up to five sources for one data pipeline. AutoSync loads the data from all sources into the destination schema.

AutoSync supports both cloud and on-premises databases. To connect to an on-premises database, your environment must have a self-managed Groundplex configured in the Classic Manager shared folder. Refer to Connect to on-premises endpoints for more information. When you choose and endpoint that supports a cloud and on-premises database, if AutoSync detects that a Groundplex is available, a dialog opens that enables you to select a cloud or on-premises database. For an on-premises database, you must also select a Groundplex.

As you work through the wizard, a description builds dynamically in the right side panel. The description documents your choices and makes it easy to share the pipeline's purpose with others. For example:

When you add endpoint credentials, a link on the icon indicates the connection status. For example, the green link in the screenshot shows that AutoSync successfully connected to Snowflake:

Table names must be unique in the destination schema. If you select tables or objects with the same name from multiple sources, AutoSync suggests unique names for the destination tables by appending the source type to the table name. You can accept the suggested names or enter your own.

Next, transformation screens give you the option to transform data before loading it. Learn more about the available transformations.

At the end of the wizard, you can schedule synchronization, save the data pipeline without running it, or run it immediately. After saving, AutoSync adds the data pipeline summary card to the dashboard. Environment admins (Org admins) can view all data pipelines in the Environment from the dashboard. Non-admin users can view data pipelines:

• Created by them
• Shared with them
• When ownership is transferred to them

View the data pipeline summary

The AutoSync dashboard displays a summary card for each data pipeline:

Click the card to view the details panel. From the details panel:

• View the full description.
• Edit, delete, or run the data pipeline.
• View the number of tables loaded and for the last run, the number of records processed, whether new, updated, or failed.

The following shows an example details panel:

Use the dashboard list view

In the AutoSync dashboard, click the list view button:

The list view opens:

From the list view, you can:

• Filter data pipelines to include all, only yours, favorites, or shared.
• Search.
• Switch back to card view.
• Access settings.
• Create a new data pipeline.
• View the details panel by clicking a data pipeline. From the details panel, you can edit or run the data pipeline and view statistics.
• Edit a data pipeline by selecting it and clicking the edit button on the right.
• Delete one or more data pipelines by clicking the box to the left of the name.
• Enable or disable synchronization.
• Click the star icon to add as a favorite.
• Run now, share, or delete from the three dot menu that displays when you hover on the right side of a row.
• Sort by creation date in ascending or descending order.