Using the Creation Wizard

When you create a new Migrate Records step, Precision Bridge launches a Creation Wizard that walks you through the initial setup. The wizard automates the most common configuration tasks so you can get a working step up and running quickly.

When to Use the Wizard

The wizard is the recommended starting point when:

You are creating a new Migrate Records step from scratch
You are performing a standard migration between two tables with similar schemas
You want auto-generated field mappings as a baseline that you can refine later
You are new to Precision Bridge and want a guided configuration experience

When to Skip the Wizard

In some situations you may want to skip the wizard and configure the step manually:

You are editing an existing step — the wizard only runs on creation
You need a non-standard configuration where the auto-generated mappings would be mostly wrong and require significant rework
You are building a step that uses complex formulas, lookups, or ID mappings as the primary mapping strategy rather than direct field-to-field copies
You prefer to start from a blank slate and configure every aspect of the step by hand

If you skip the wizard, the step is created with empty configuration and you can populate each tab manually.

Wizard Walkthrough

The wizard guides you through three stages: Select Tables, Assign Correlations, and Configuration & Confirmation. Unlike a one-table-at-a-time flow, the wizard can generate multiple Migrate Records steps in a single pass — one for each source/target table pair you select.

Step 1: Select Tables

Choose a source connection and a target connection from the dropdowns. These list the connections configured in your project.
Add one or more table pairs by clicking Add Row. For each row, pick a source table and a target table. The wizard attempts to match a target table automatically based on the source table name.
The wizard validates each row and surfaces issues (e.g. missing source or target table) inline.

After this step, the wizard fetches each table's field schema and analyses reference fields to discover dependencies on other tables in the selection. This information is used to suggest correlations on the next step.

Step 2: Assign Correlations

For each reference field that points from one of the selected tables to another, the wizard proposes a table correlation so that ID references migrate correctly between the source and target systems.

Review each foreign table pair and confirm or adjust the suggested correlation assignment.
This step is skipped automatically when none of the selected tables have cross-table references.

See Table Correlations for background on what correlations do and why they matter.

Step 3: Configuration & Confirmation

Review the planned steps and configure shared defaults before generating:

Record Exists Action — what to do when a target record already exists (Update, Update with warning, Skip, Log Error). See Key Mappings and Duplicate Handling.
Record Does Not Exist Action — what to do when no matching target record is found (Create, Create with warning, Skip, Log Error).
A summary of every Migrate Records step the wizard will produce, including the source/target table pair and any correlations it will wire up.

Click Generate Steps to create all the steps at once. Auto-generated field mappings (Source Field mappings for matching fields, plus ID mappings for correlated reference fields) are populated on each step's Fields tab.

What the Wizard Configures

The wizard sets up the following for you on every generated step:

Configuration	What the wizard does
Source connection and table	Set on the Tables tab
Target connection and table	Set on the Tables tab
Field mappings	Auto-generated Source Field mappings for matching fields, plus ID mappings for fields covered by an assigned correlation
Record exists / does not exist actions	Defaulted from the wizard's confirmation step
Table correlations	New correlations are created where the wizard needs them to wire up ID mappings

What You Will Need to Adjust Manually

The wizard provides a solid starting point, but you will typically need to configure additional settings after the wizard completes:

Filter — The wizard does not set a source filter. All records will be extracted unless you add filter conditions on the Filter tab.
Key Mappings — The wizard does not configure key fields for duplicate detection. If you need update-or-insert behavior, configure key mappings manually.
Lookups — The wizard does not create lookup definitions. If you need to retrieve values from related tables, add them on the Lookups tab.
Formula and advanced mappings — The wizard creates only simple Source Field mappings. Complex transformations (formulas, match mappings, ID mappings) must be added manually on the Fields tab.
Output variables and correlations — The wizard does not configure output. If you need to capture results or enable table correlations for child steps, set these up on the Output tab.
Advanced options — Validation rules, attachment migration, batch sizing, and other advanced settings are left at their defaults.

Tips for Getting the Most Out of the Wizard

Ensure connection metadata is up to date — If you have recently changed the schema of your source or target table, refresh the connection metadata before running the wizard so the field lists are accurate.
Use the wizard as a starting point — Even if many mappings need adjustment, starting from auto-generated mappings is usually faster than building from scratch.
Review auto-generated mappings carefully — Field name matching is not always correct, especially when source and target systems use different naming conventions. Check that each mapping makes sense before proceeding.
Add complex mappings after the wizard — Complete the wizard first with the simple mappings, then switch to the Fields tab to add formulas, lookups, match mappings, and ID mappings as needed.

After the Wizard

Once the wizard completes, the step opens in the standard editor view with all tabs available. You can navigate freely between tabs to refine the configuration. The recommended order for post-wizard configuration is:

Review and adjust field mappings on the Fields tab
Add a filter on the Filter tab if you do not want to extract all records
Configure key mappings if you need duplicate handling
Set up lookups for any fields that need related table data
Configure output variables and table correlations on the Output tab
Review advanced options for validation rules, batch sizing, and other settings