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DBSync for ServiceMax Salesforce & QuickBooks is an easy to use application to integrate ServiceMax Salesforce Accounts, Contacts, Work Orders & Work Details with Customers, Jobs, Invoice & Line Items of QuickBooks Desktop.
DBSync provides pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.
This user guide explains basics of integration like

• Data Flow & Process Map
• Salesforce to QuickBooks Field Mapping
• Steps to get started with DBSync

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Data Flow & Process Map

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ServiceMax Salesforce to QuickBooks Desktop (Unidirectional)

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Pre-requisites for Integration

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Integration dataflow is invoked provided the following fields in Salesforce are selected as mentioned in the below table.

It is mandatory that SF Work Order (to be integrated with QB Invoice) is associated with the respective SF Account & also should have work details attached to it for DBSync to invoke integration.

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Salesforce to QuickBooks – Field Mapping

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Getting started with DBSync

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• Register for Free Trial of Salesforce & QuickBooks:

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Update Selected helps to initiate sync manually where as Auto-Run is used to schedule integration.

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Install DBSync Package into ServiceMax Salesforce instance:

DBSync Package ServiceMax Accounting Integration must be installed in ServiceMax Salesforce Instance. Pre-requisites and the steps involved in installation are explained in this section.

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Package "ServiceMax", Version 14.10000 or later must be installed in Salesforce Instance to install DBSync Package "ServiceMax Accounting Integration".

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• Click on the below link to install DBSync Package from AppExchange

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