2022

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

ServiceMax Salesforce to QuickBooks Desktop (Unidirectional)

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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

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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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