DBSync Cloud Workflow (iPaaS)

2022

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Overview

DBSync Jumpstart package for Salesforce & QuickBooks Integration is an easy to use solution template which you can buy to do receivable automation between your Salesforce CRM and QuickBooks accounting software. The solution template acts as a plug & play solution which automates integration of Customers, Orders & Invoicing with your QuickBooks software based on incremental updates and increase visibility across both the systems.
It provides Bi-directional data-exchange with a pre-built field to field mappings along with flexibility for complex and custom mapping capability. It has an automatic online update, enabling all DBSync customers to enjoy all the product updates and feature enhancements with every new release.


               

Data Flow


Below steps will allow the user to setup DBSync for integration between Salesforce and QuickBooks.

General Steps:

1.       Go to www.mydbsync.com and click on Customer Login.

2.       Login to DBSync using the provided USERNAME and PASSWORD.

3.       Once logged in, you will be able to see the landing page. Click on the “Development Studio” button located on the top right side of the page.

4.       The next page will the working environment for all DBSync Projects, Processes and Workflows.

5.       From the list of “Projects”, click on the required project to work with.

6.       Once in the Project list, users will be able to see the Processes available under the selected project.

7.       Click on the “Connectors” from the Left Menu and configure the Salesforce connector using your Salesforce Account credentials and Click on SAVE once its Authenticated.

8.       Once authenticated, click on the available Process by clicking on the “Processes” link in the Left Menu.

9.       On the process, page, users will see the “Workflows” available for integration.


Workflows:

1.       Accounts to Customer: This Workflow will be unidirectional integrating data from Salesforce to QuickBooks. Salesforce Accounts will be integrated as QuickBooks Customers.

Steps:

  •  Switch ON the Accounts to Customer Workflow and click on EDIT button placed alongside of the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows to configure the mappings for the target System (QuickBooks)
  • Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

 

2.       Quote to Estimate:  This Workflow will be unidirectional integrating data from Salesforce to QuickBooks. Salesforce Quotes and Quotes Line Items will be integrated as Estimates and Line items in QuickBooks.

a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.

Steps:

  • Switch ON the Quotes to Estimate Workflow and click on the EDIT button placed alongside the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows them to configure the mappings for the target System (QuickBooks).
  • Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.


3.       Opportunity to Sales Order (QuickBooks Desktop): This Workflow will be unidirectional integrating data from Salesforce to QuickBooks. Salesforce Opportunity and Opportunity Line items will be integrated as Sales Order and Sales Order Line Items in QuickBooks.

a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.

Steps:

  • Switch ON the Opportunity to Sales Order Workflow and click on the EDIT button placed alongside the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows them to configure the mappings for the target System (QuickBooks).
  • Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

 

4.       Salesforce Opportunity to QuickBooks Invoice: This Workflow will be unidirectional integrating data from Salesforce to QuickBooks. Salesforce Opportunity and Opportunity Line items will be integrated as Invoice and Invoice Line Items in QuickBooks.

a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.

Steps:

  • Switch ON the Salesforce Opportunity to QuickBooks Invoice Workflow and click on EDIT button placed along side of the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows to configure the mappings for the target System (QuickBooks).
  • Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

5.       QuickBooks Payments to Salesforce Invoice: This Workflow will be unidirectional integrating data from QuickBooks to Salesforce. QuickBooks Payments applied against the Invoice will be integrated as Salesforce Invoices/ Invoice Payments.

Steps:

  • Switch ON the QuickBooks Payments to Salesforce Invoice Workflow and click on EDIT button placed along side of the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows to configure the mappings for the target System (QuickBooks).
  • Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

 

6.       QuickBooks Items to Salesforce Products (Types = Inventory, Service, Non-Inventory): This data flow will be unidirectional integrating data from QuickBooks to Salesforce. QuickBooks Items will be integrated as Salesforce Products as flat structure.

Steps:

  • Switch ON the QuickBooks Items to Salesforce Products process and click on the EDIT button placed alongside of the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) and the RULE section allows them to configure the mappings for the target System (QuickBooks).
  • Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

 

Running the Sync.

  • QuickBooks Online: Integration can be initiated using a “RUN NOW” button located alongside each workflow in DBSync or can be scheduled in DBSync Scheduler.
  • QuickBooks Desktop: Integration can be initiated or scheduled using QuickBooks Web connector.