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WhitePaper_CRM_GP_Integration.pdf
and map the data flow for integration. Most of the CRMs are customizable and in order to have successful integration, CRM must be customized based on Microsoft … and identify the right table for data extraction for all entities in GP. Make sure each object in the migration has a field defined and mapped to indicateFTP to Salesforce Integration
will see a data map, explaining the relationship between fields in Salesforce and fields in the file stored on an FTP server. Then, you will learn about the integration process. In the end, you will be presented with some additional information. Data Map As we are transferring data from a file stored in an FTP fileQuickBooks & PocketAdvantage - Bidirectional Integration
. QBPAone.png Process Map The data flow is derived from the following Business case showing the prebuilt mapping using DBSync Ipaas to be used by Customers. QuickBooks … . the data flow of Customer, Item, Invoice objects from QuickBooks to PocketAdvantage followed by the image showing the process map. Customer Integration: The data flowConfiguring Email Connector
Connector, Operation, Target Object as Email, Insert, Email respectively. Click on Map in this newly created Rule. You will see the target fields on the left section … the integration is complete, you will receive an Email based on the settings specified in the Map of the newly created Rule. This concludes a brief introduction on howDBSync Platform
A Workflow is a combination of Trigger, Rule, and one or more map. By default, any workflow will have a startstate and an endstate. Connectors Connectors … information from one Database/Application to be used in another is known as the "Extract" process. Map (Transform) The process of transforming data, after it has beenSalesforce Opportunity to QuickBooks - Disabling Jobs
to invoice. In the Rules section, open the map for Sequence No.2. Then, replace the mapping of VALIDATE ROW from "true" to "false". After making the above changes … the map for Sequence No.2 and replace the mapping of VALIDATE ROW from "true" to "false". Open mapping for Sequence No 4 and make the following changesAuthorize.NET Connector
to Salesforce. Mapping Screen Configuration In this example, the encryption type is the Card number, and map the required values based on the target system. https://l … Make sure to check dbsyncAuth, project, process, payment instance fields are relative to your DBSync account. Also, make sure you map fields of transactionOpportunity to Invoice Update from SF to QuickBooks Online
. target properties pics.png Inside mappings, target field<Id> shouId be mapped with “IF(ISEMPTY(VALUE("AVSFQBQuickbooksIdc")),"",VALUE("AVSFQBQuickbooksIdcAccount Owner Mapping
Requirement: If you require to map the Salesforce Account Owner to the REP field on the Customer level in QuickBooks. Solution: Before starting … ' and AVSFQBProductsCountc > 0 Fig 3: DBSync Query 2. In the rules section, click on “Map” for the 1st rule (customer creation rule). 3. Update the mappings for SalesRepRef fieldPrice Amount Update for the Price List Item in MSCRM
. The primary key would be ProductID image2019319222035.png image2019319222119.png We should also map amount and PricelevelID fields as shown: Amount VALUE