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Connections

The Connections module is where you configure how DataSync reads from your systems and where it writes the results. It's the first thing to set up before you can run any extraction.

DataSync uses two types of connections that work together. A source connection is where DataSync reads data from, like your ERP, CRM, or database. A destination connection is where DataSync writes the data after extracting and transforming it, usually a data warehouse. Both connection types use connectors to communicate with the underlying systems.

important

You always create the source connection first, then the destination connection.

Source connectors

Destination connectors


Duplicate a connection

Use this to create a new connection based on an existing one, for example to connect to a similar system without re-entering everything.

  1. In the Connections page, select a connection from the list.
  2. Select the Duplicate Connection icon.
  3. In the Edit Connection dialog, give the copy a unique name.
  4. (Optional) Adjust any parameters you need.
  5. Select Save.