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ServiceMax Salesforce & QuickBooks Desktop Integration (Uni-directional)
with every new release. This user guide explains the basics of integration like: Data Flow & Process Map Salesforce to QuickBooks Desktop Field Mapping Steps to get started with DBSync Data Flow & Process Map ServiceMax Salesforce to QuickBooks Desktop (Unidirectional) image202284184143.png Data Flow betweenSalesforce Streaming Connector
. Create a Salesforce Streaming Connector and a Database Connector. Create a new process. Create a new workflow. Create a new trigger, rule and map. Create … clause must not include lookup fields. image20185432234.png Figure 3 Create a New Rule When we create a new rule, we must make sure to map the ID fromNetSuite Connector
reading/ writing the data, NetSuite connector passes the data for all fields that are mapped within the project. Prerequisites To establish a connection … a project, set up the connector within the project. DBSync can then map to, and from, the systems which are supported by our standard connector list and use NetSuiteStaging Database Setup Guide
Connect To Host Script Tables Staging database is necessary to setup along with SkuVault and QuickBooks connectors. This staging database acts as an intermediate system to map Sales Order and Purchase Order between SkuVault and QuickBooks. This process eliminates duplication of transactions. Connect to Host: PleaseStandard QuickBooks Desktop Group Line item Sync
for SalesOrderLineGroupAdd in QuickBooks schema. Put a loop over on the SalesOrderLineGroupAdd field.E.g. Salesforce Opportunity to Quickbooks Invoice mapping Map required fieldsHandling Multiple Chart Of Accounts under Transactions in Quickbooks Desktop
mapped in DBSync mappings. Open Salesforce and under the Opportunity layout create a picklist field and provide the list of 'Chart Of Accounts' that are usedUser Management
the registration process. Company Company name represents name of a company to which a user is mapped in the system. Change Password The change password link can be usedGoogle Sheets Connector
the process. DBSync can then map, to and from, virtually any system using the Google Sheets API connector to retrieve data from, or send data to, databasesSalesforce Report API
The password to connect to Salesforce Instance. Yes After a connector is created within a project, set up the connector within the process. DBSync can then mapShopify Connector
passes the data for all fields that are mapped within the project. Prerequisites To establish a connection to Shopify via DBSync Shopify connector, a user must