Creating Connections

Connections define how Precision Bridge communicates with your data systems. Each connection is an instance of an adaptor configured with specific credentials and settings.

For ServiceNow connections, see Configuring ServiceNow for prerequisite configuration on your ServiceNow instances before continuing.

Creating a ServiceNow Connection

1. Navigate to the Connections page from the main navigation
2. Click New Connection
3. Select the ServiceNow adaptor
4. Enter your connection details:
   • Instance URL
   • Username and password (or other authentication credentials)
5. Save the connection
6. Test the connection to verify it works

For a typical migration, you'll create at least two ServiceNow connections — one for the source instance and one for the target.

Creating a Database Connection

Database connections support PostgreSQL, MySQL, SQL Server, and Oracle.

1. Navigate to the Connections page
2. Click New Connection
3. Select the appropriate database adaptor
4. Enter the connection string in the required format

Connection string formats:

Database	Format
PostgreSQL	postgresql+asyncpg://username:password@host:5432/database
MySQL	mysql+asyncmy://username:password@host:3306/database
SQL Server	mssql+aioodbc://username:password@host:1433/database?driver=ODBC+Driver+18+for+SQL+Server&TrustServerCertificate=yes
Oracle	oracle+oracledb://username:password@host:1521/?service_name=your_service_name

Notes:

• For SQL Server, the driver and TrustServerCertificate query parameters are required for compatibility with the ODBC Driver 18 that ships in the Precision Bridge container. If you omit them, PB injects sensible defaults automatically.
• For Oracle, service_name is passed as a query parameter, not as the database path.
• Use the New Connection form's built-in template, which auto-generates the correct format for the database type you select.

Contact [e-mail] if you need help with connection string formats.

Creating a CSV Connection

CSV connections allow you to read from and write to CSV files on disk.

1. Navigate to the Connections page
2. Click New Connection
3. Select the CSV adaptor
4. Provide the path to a directory containing one or more CSV files

Each CSV file in the directory will appear as a table within the connection.

Exploring a Connection

Once a connection is configured and tested, open the Connection Explorer to browse its tables and records before you build migrations against it. The explorer lets you:

• Browse the connection's full table tree.
• Build queries against any table using the same filter language as the Migrate Records step.
• Drill into individual records to inspect every field value, formatted value, choice mapping, and attachment.

The Connection Explorer is the fastest way to verify that a connection's schema, credentials, and query behaviour match what your migration will rely on. See Connection Explorer for the full walkthrough.

Next Steps

Once you have created at least a source and target connection, proceed to Creating a Project to set up your first migration project.