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, Oracle, and SQLite.

1. Navigate to the Connections page
2. Click New Connection
3. Select the Database adaptor
4. Choose the Database Type (PostgreSQL, MySQL, SQL Server, or Oracle), and the Driver beside it if the type offers driver options
5. Enter the connection details in the individual fields (host, port, username, password, and database), or enable the custom connection string option to supply a full SQLAlchemy connection string

For the connection string formats, testing, SSL configuration, and metadata caching, see Database Connections. Contact [e-mail] if you need help.

Creating a CSV Connection

CSV connections read from and write to a set of CSV files. Each CSV file becomes a table within the connection.

1. Navigate to the Connections page
2. Click New Connection
3. Select the CSV adaptor
4. Save the connection

Once saved, upload the connection's CSV files and edit their table metadata from the Files and Metadata tabs. See CSV Connections.

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, and Table Metadata and Caching for how a connection's schema is cached.

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.