PREVIEW

[Preview] Loading data using direct connection

Note:

The Upload data using direct connection option is only available for app templates that use a ServiceNow source system or Salesforce source system.

1. Select the Upload data using direct connection option.

   The source system used for the app template displayed.

2. Select Connect.

   A new browser tab is opened where you can enter the authentication details for the connection.

Connecting to ServiceNow

By default, OAuth 2.0 Authorization Code is used as the authentication type.

1. Configure the connection for ServiceNow. Check out ServiceNow authentication in the UiPath Integration Service guide for more information.

2. After successful authentication, go back to the Process Mining webpage and select your connection.

3. Select Next.

   The connection is established and the Extraction settings page is displayed.

4. If desired, change the start and end dates for the extraction period, or accept the default.

5. Select Next.

   The Extraction tables page is displayed, showing the tables that will be extracted from ServiceNow. By default, the required input tables defined for the app template are selected.

6. If desired, add additional tables for extraction.

7. Select Next.

Connecting to Salesforce

By default, OAuth 2.0 Authorization Code is used as the authentication type.

1. Configure the connection for Salesforce. Check out Salesforce authentication in the UiPath Integration Service guide for more information.

2. After successful authentication, go back to the Process Mining webpage and select your connection.

3. Select Next.

   The connection is established and the Extraction settings page is displayed.

4. If desired, change the start and end dates for the extraction period, or accept the default.

   1. Based on your Salesforce instance, you may need to configure some additional parameters for the connection. If the parameters are enabled in your Salesforce org, select the applicable options in the Extraction settings page.

5. Select Next.

   The Extraction tables page is displayed, showing the tables that will be extracted from Salesforce. By default, the required input tables defined for the app template are selected.

6. If desired, add additional tables for extraction.

7. Select Next.

The following table describes the (optional) parameters for the Salesforce app templates.

App template	Parameters
Salesforce Account-Management	Multi Currency and Dated Conversion Rates Person Accounts Refer to Alternative scenarios in the Extraction section of the app template documentation for details.
Salesforce Lead-to-Order	Order Quote Multi Currency and Dated Conversion Rates Person Accounts Record Types Refer to Alternative scenarios in the Extraction section of the app template documentation for details.
Salesforce Incident-Management	Record Types Refer to Alternative scenarios in the Extraction section of the app template documentation for details.
Salesforce Lead-to-Cash	Multi Currency and Dated Conversion Rates Person Accounts Record Types Refer to Alternative scenarios in the Extraction section of the app template documentation for details.