UiPath Documentation
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  • Managing access
    • Access to Automation CloudTM Public Sector
    • Enabling the service in Automation CloudTM Public Sector
      • Unified Pricing licensing
      • Flex licensing
    • Setting up the users
    • Managing access for process apps
    • Data capacity
  • Before you begin
    • System requirements
    • Process Mining feature availability
  • Getting started
    • Introduction to Process Mining
    • Process Mining
    • Architecture overview
    • Process Mining portal
      • Process apps tab
      • Development tab
  • Integrations
    • Setting up Automation integration
  • Working with process apps
    • Working with dashboards and charts
    • Working with process graphs
    • Working with Discover process models and Import BPMN models
    • Showing or hiding the menu
    • Context information
    • Export
    • Filters
    • Sending automation ideas to UiPath® Automation Hub
    • Tags
    • Due dates
    • Compare
    • Conformance checking
    • Process simulation
    • Root cause analysis
    • Simulating automation potential
    • Starting a Task Mining project from Process Mining
    • Triggering an automation from a process app
    • Viewing Process data
    • Process Insights (preview)
  • Creating apps
    • App Templates
    • Create new app wizard
      • Creating a new app
      • Selecting the app template
      • Defining the app properties
      • Selecting the data source
      • Mapping input tables
      • Mapping input fields
      • Finishing the app creation
    • Cloning an app
    • Exporting and importing process apps
    • Editing dashboards
    • Managing app permissions
    • Deleting an app
  • Loading data
    • Uploading data
    • Retrieving the credentials for the Azure blob storage
    • Loading data using CData Sync
      • Installing CData Sync
      • Create a source connection
      • Create a destination connection
      • Create a job
      • Run the job
      • Pseudonymizing data
      • Loading data from multiple source systems
      • Incremental extraction
      • Troubleshooting CData Sync
    • Loading data using Theobald Xtract Universal
      • Setting up Theobald Xtract Universal
      • Importing the template extractions
      • Configuring the source
      • Configuring the extraction script
      • Setting up DataUploader
      • Incremental extraction
      • Running the extraction script
      • Troubleshooting
    • Loading data using DataUploader
      • Running DataUploader
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    • Managing file storage
    • Viewing logs
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  • Transforming data
    • Data transformations editor
      • Adding fields
      • Adding tables
      • Designing an event log
      • Using LLM functions in data transformations
    • Input data
      • Adding input tables
      • Deleting input tables
      • Managing input data
      • Manage file storage
    • Editing data transformations
      • Structure of transformations
      • Tips for writing SQL
      • Exporting and importing transformations
      • Viewing the data run logs
      • Merging event logs
      • Configuring Tags
      • Configuring Due dates
      • Configuring fields for Automation potential
      • Activity Configuration: Defining activity order
      • Making the transformations available in dashboards
    • Data models
    • Adding and editing processes
  • Customizing dashboards
    • Introduction to dashboards
    • Working with the dashboard editor
      • Uploading a development dataset
    • Creating dashboards
    • Dashboards
    • Charts
      • Bar charts
      • Stacked bar charts
      • Distribution charts
      • Table charts
      • Pivot table charts
      • Line charts
      • Process graphs
      • KPI trends lists
      • KPI values lists
      • Pie charts
      • Donut charts
    • Editing app settings
      • Setting data restrictions for a process app
    • Managing deviations
    • Data manager
      • Tables
      • Fields and metrics
        • Creating fields and metrics
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    • Automation manager
    • Process models
      • Process mining types
  • Publishing process apps
    • Publishing process apps
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    • Event log and Custom process app templates
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        • Overview
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    • Purchase-to-Pay app template
      • Purchase-to-Pay Process
      • Menus and dashboards
        • Summary
        • End to end process
        • Event analysis
        • Supplier performance
        • Maverick buying
        • Tag Details
      • KPIs
      • Purchase-to-Pay input fields
      • Configuring CData Sync for Purchase-to-Pay
    • Purchase-to-Pay SAP app template
      • Menus and dashboards
        • Summary
        • Process overview
        • Process velocity
        • Supplier performance
        • Maverick buying
        • Payment and discount
        • Accounting quality control
        • Tags overview
      • KPIs
      • Purchase-to-Pay - SAP input fields
    • Order-to-Cash app template
      • Order-to-Cash process
      • Menus and dashboards
        • Summary
        • End-to-end process
        • Event Analysis
        • Customers
      • KPIs
      • Order-to-Cash input fields
      • Configuring CData Sync for Order-to-Cash
    • Automation Log Monitor
      • Dashboards and KPIs
  • Notifications
    • My notifications
  • Additional resources
    • Out-of-the-box Tags and Due dates
    • Discover process model
    • Transformations
      • Custom throughput time metrics
      • SQL differences between Snowflake and SQL Server
    • Extending the SAP Ariba extraction tool
    • Performance characteristics
    • Basic troubleshooting guide
      • Process Mining service not visible
      • Data transformations
      • Uploading data
      • CData Sync
      • Integrated extractors
      • Process Optimization
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Process Mining

Last updated Feb 18, 2026

Configuring CData Sync for Purchase-to-Pay

Introduction

Next to the Upload data option to load data for a Purchase-to-Pay process app, you can also use CData Sync to load data from files. This page describes how to use CData Sync to set up a source connection to load data from files into a Process Mining Purchase-to-Pay process app.

In general, when you want to use CData Sync to load data from files, you should follow the steps as described in Loading data using CData Sync to set up data loading using CData Sync.

Since specific settings are required when loading data from files into Purchase-to-Pay, pay attention to the steps described in the follwoing sections.

Purchase-to-Pay specific steps when configuring CData Sync

Setting up the source connection

Select CSV as the source system to which you want to create a connection from the list, and make sure to define the settings as described in Loading Data Using CData Sync - Create a Source Connection.

Table replication

Once the job is correctly setup, create a Custom Query paste the following queries (each query needs to maintain the semicolon at the end). Make sure you save all changes. Check out Loading Data Using CData Sync- Create a Job.

For Purchase-to-Pay use the following query:

REPLICATE [Accounting_documents] SELECT * FROM [Accounting_documents];
REPLICATE [Events] SELECT * FROM [Events];
REPLICATE [Goods_receipt] SELECT * FROM [Goods_receipt]; 
REPLICATE [Invoice_items] SELECT * FROM [Invoice_items];
REPLICATE [Invoices] SELECT * FROM [Invoices];
REPLICATE [Payments] SELECT * FROM [Payments];
REPLICATE [Purchase_order_items] SELECT * FROM [Purchase_order_items];
REPLICATE [Purchase_orders] SELECT * FROM [Purchase_orders];
REPLICATE [Purchase_requisitions] SELECT * FROM [Purchase_requisitions]REPLICATE [Accounting_documents] SELECT * FROM [Accounting_documents];
REPLICATE [Events] SELECT * FROM [Events];
REPLICATE [Goods_receipt] SELECT * FROM [Goods_receipt]; 
REPLICATE [Invoice_items] SELECT * FROM [Invoice_items];
REPLICATE [Invoices] SELECT * FROM [Invoices];
REPLICATE [Payments] SELECT * FROM [Payments];
REPLICATE [Purchase_order_items] SELECT * FROM [Purchase_order_items];
REPLICATE [Purchase_orders] SELECT * FROM [Purchase_orders];
REPLICATE [Purchase_requisitions] SELECT * FROM [Purchase_requisitions]
  • Introduction
  • Purchase-to-Pay specific steps when configuring CData Sync
  • Setting up the source connection
  • Table replication

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