2022
WhitePaper_CRM_GP_Integration.pdf
Best Practices for Integration between CRM and QuickBooks is explained in this PDF with the following topics:
- Introduction
- Purpose of Integration
- Best Practice
- Record the Requirement
- Define Master Data
- Data Flow Triggers
- Design and Data Mapping
- Configuring GP for Integration
- Testing and Validation
- Pre-Go Live
- Data Migration into Salesforce
Overview
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