> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CData Sync

> This page outlines the steps to connect CData Sync to your Connect AI Embed account.

## Prerequisites

Before you connect, you must first generate an [OAuth JWT bearer token](/en/API/Authentication-Embedded). Copy this down, as it acts as your password during authentication.

## Connect to Connect AI Embed

To establish a connection from CData Sync to Connect AI Embed, follow these steps.

<Steps>
  <Step>
    Log in to CData Sync.
  </Step>

  <Step>
    In the navigation menu, select **Connections**. Click **Add Connection**.
  </Step>

  <Step>
    On the **Select Connectors** page, select the **Sources** tab, and enter *CData Connect* in the search field.

    <Note>
      Click the download icon to download the connector if it is not already installed.
    </Note>
  </Step>

  <Step>
    Click **CData Connect** to configure the connection. A **New Connection** page appears.
  </Step>

  <Step>
    Enter the following settings for your connection for your source data.

    * **Connection name**—enter the name of your connection for display purposes.
    * **Auth Scheme**—use **Basic**.
    * **User**—enter your Connect AI username. This is displayed in the top-right corner of the Connect AI interface. For example, *[test@cdata.com](mailto:test@cdata.com)*.
    * **Password**—enter the password you created in the prerequisites.
    * **URL**—Enter *`https://cloud.cdata.com/api`*.
    * **Default Catalog**—(optional) enter the name of your default catalog.

    <Frame>
      <img src="https://mintcdn.com/cdata/dLO4dOBGO5Ysdj01/en/images/cdatasync_source_connection.png?fit=max&auto=format&n=dLO4dOBGO5Ysdj01&q=85&s=e30edeb9c532ac6651de1f1766391ac9" alt="" width="1946" height="1182" data-path="en/images/cdatasync_source_connection.png" />
    </Frame>
  </Step>

  <Step>
    Click **Create & Test**. If the connection is successful, the connection appears on the **Connections** page.
  </Step>
</Steps>

Now you need to configure your connection for your destination data. For this example, the destination data is a SQL Server database.

<Steps>
  <Step>
    In the navigation menu, select **Connections**. Click **Add Connection**.
  </Step>

  <Step>
    On the **Select Connectors** page, select the **Destinations** tab, and enter *SQL Server* in the search field.

    <Note>
      Click the download icon to download the destination connector if it is not already installed.
    </Note>
  </Step>

  <Step>
    Click **SQL Server** to configure the connection. A **New Connection** page appears.
  </Step>

  <Step>
    Enter the following settings for your connection for your destination data.

    <Note>
      For other destination connection configurations, see the [CData Sync documentation](https://cdn.cdata.com/help/ASM/sync/index.html).
    </Note>

    * **Connection name**—enter the name of your connection for display purposes.
    * **Server**—enter the host name or IP address of the server that hosts the SQL Server database. The default server is localhost.
    * **Port**—enter the port number for SQL Server. The default port value is 1433.
    * **Database**— enter the default database to which you want to connect when you connect to SQL Server.
    * **User**—enter the username that you use to authenticate to SQL Server.
    * **Password**—enter the password that you use to authenticate to SQL Server.

    <Frame>
      <img src="https://mintcdn.com/cdata/dLO4dOBGO5Ysdj01/en/images/cdatasync_dest_connection.png?fit=max&auto=format&n=dLO4dOBGO5Ysdj01&q=85&s=de40ae8adc0c15f5c3f10e75ae939136" alt="" width="1253" height="620" data-path="en/images/cdatasync_dest_connection.png" />
    </Frame>
  </Step>

  <Step>
    Click **Create & Test**. If the connection is successful, the connection appears on the **Connections** page.
  </Step>
</Steps>

To add a job to CData Sync and run the job, follow these steps.

<Steps>
  <Step>
    In the navigation menu, select **Jobs**. Click **Add Job** > **Add New Job**.
  </Step>

  <Step>
    In the **Add Job** dialog, enter the following information.

    * **Name**—enter the name of the job for display purposes.
    * **Source**—select the connection you created.
    * **Destination**—select the destination connection you created.
    * **Type**—select either **Standard** or **Sync All**.
  </Step>

  <Step>
    Click **Add Job**.
  </Step>

  <Step>
    In **Jobs**, click the new job you just created. In the **Task** tab, click **Add Tasks**.

    <Frame>
      <img src="https://mintcdn.com/cdata/dLO4dOBGO5Ysdj01/en/images/cdatasync_addtasks.png?fit=max&auto=format&n=dLO4dOBGO5Ysdj01&q=85&s=f6f906b1633f4078e294736cb779aae7" alt="" width="1249" height="625" data-path="en/images/cdatasync_addtasks.png" />
    </Frame>
  </Step>

  <Step>
    In the **Select Schema** dialog, select the schema and table you want to replicate.

    <Frame>
      <img src="https://mintcdn.com/cdata/dLO4dOBGO5Ysdj01/en/images/cdatasync_selectschema.png?fit=max&auto=format&n=dLO4dOBGO5Ysdj01&q=85&s=7512b268e2326e4d4b385b995084df61" alt="" width="1249" height="625" data-path="en/images/cdatasync_selectschema.png" />
    </Frame>
  </Step>

  <Step>
    The table is added as a task. Click **Run** to run the task.

    <Frame>
      <img src="https://mintcdn.com/cdata/dLO4dOBGO5Ysdj01/en/images/cdatasync_runtask.png?fit=max&auto=format&n=dLO4dOBGO5Ysdj01&q=85&s=3a9f00a5413aad05e1f1af25818aee4b" alt="" width="1245" height="615" data-path="en/images/cdatasync_runtask.png" />
    </Frame>
  </Step>

  <Step>
    The table is replicated to your destination.

    <Frame>
      <img src="https://mintcdn.com/cdata/dLO4dOBGO5Ysdj01/en/images/cdatasync_replicated.png?fit=max&auto=format&n=dLO4dOBGO5Ysdj01&q=85&s=4b6ba21958e2bab3193e61722868b208" alt="" width="1246" height="531" data-path="en/images/cdatasync_replicated.png" />
    </Frame>
  </Step>
</Steps>
