Creating a New Data Sync Step and Building Connections

Once you have created your project in Ouvvi to hold your steps you can now add a step to start synchronising your data. In this example we will create a new Data Sync project and set up a connection to a SQL Database and to SharePoint Online.

To add a step click onto the Add Step button and then click More.

Add Step

Select the Data Sync project step type from the list and then enter in a name and optional description for the step. Click Save to create the step.

Step List- Data Sync

Step Config

Configure the Data Sync Project

We now need to open the project in Data Sync so that we can configure it and configure the connections.

To do this click onto the Open Project button and then open the downloaded file form your browser to keep it connected to Ouvvi.

Open Project button

When Data Sync has opened you can tell it is connected to Ouvvi in four ways:

1- By the URL in the topbar of the window, if you can see the URL to your Ouvvi site it is connected and making use of the Ouvvi Connection Library.
2- The title of the Connection Library window will show as Connection Library [Ouvvi]
3- In the output window where it will show the connection to the Connection Library is the Ouvvi API.
4- The registry connection in the window footer will show as the URL to the Ouvvi connection library.

Ouvvi Connection DS

If there is no URL in the top bar then you are using your local Data Sync connection from the machine you are working from, and you will need to repeat the steps above to get a connected project or use the upload option below.

Create the Connections and Save to the Connection Library

We now need to start by creating the connections and saving them to the connection library.

In this project we want the source to be to a SQL table and the target to be to a SharePoint list.

Source Connection - SQL Table

To do this we need to open the connection window for the source and connect to the SQL database. For the full details on connecting to SQL please see our documentation here.

Connect to SQL Server

When you have added all of the required details click Connect & Create Library Connection to save it to the conneciton library.

You will then need to select the table to connect to from the tree and click OK.

SQL Table

This will then open another window where you can enter in a name for the connection.

Save Connection

You only need to create the connection to the SQL DB once as you will be able to access the other tables from the connection library. This will now be visible in the connection library window after clicking the refresh button.

Connection Library - SQL Connection

Target Connection - SharePoint List

To connect the target to SharePoint, click onto the target window to open the connection window. Navigate to the SharePoint Online connector and enter in the URL to your SharePoint site. You then need to click Authorise Connection and sign in to your Microsoft account to allow the connection to SharePoint. To finish select a list to connect to and click Connect & Create Library Connection. Then in the next window enter in a name for your connection and click OK to save it to the connection library.

Note: You only need to save the connection to SharePoint once per site. You will be able to access all the list and libraries within that site from the connection library.

For more details on connecting to SharePoint, including other way to connect, please see our SharePoint Documentation.

SharePoint Connection

Save Connection

Now go to the connection library window and click the refresh button, you should now be able to see both the SQL and SharePoint connections.

These will both also be visible in Ouvvi if you go to Settings > Connection Library.

Ouvvi Connection Library

Map the Columns

Finish configuring your project by mapping the columns between the source and the target.

Column Mapping

To check everything is working as it should we recommend clicking Compare A > B button to check the data presents as you expect.

You can now save your project and return to Ouvvi.

Refreshing the step overview page will now show you the details about the project you just configured.

Go back to the Ouvvi project page and click Start to start the project. This should run without any issues but if there are any errors take a look at the logs to see what the error is.

We can now move onto the next topic which will cover how to upload connections and projects from your local PC.