2022

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Table of Contents

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Overview

DBSync for Inventiv has developed an easy to use integration solution for the customers of Inventiv where data has to be moved in and out of QuickBooks to integrate QuickBooks Customers, Items, Invoices and SalesOrders. DBSync provides Bi-directional sync with pre-built field to field map QuickBooks & PocketAdvantage integration template is easy to use. It integrates QuickBooks Vendors, Sales Rep, Customers, Invoice and line Items and Sales Order transactions with PocketAdvantge Vendors, Sales Rep, Customers, Items, Transact and Orders. DBSync provides bi-directional sync between QuickBooks and PocketAdvantage with the pre-built field-to-field mappings along with flexibility for more complex and dynamic mapping capability. DBSync also has an capabilities. DBSync's automatic online update , enabling DBSync enables its customers to enjoy all the product updates and features that come with every new release.

The proposed data flow is demonstrated in the latter section including the Business -Casecase, Data-Flow in detail. 

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Data Flow 

 Data Flow of QuickBooks and PocketAdvantage application is as shown below. 

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Process Map

The data flow is derived from the following Business - case which depicts showing the pre-built mapping using DBSync Ipaas to be used by Customers Customers.

  1. QuickBooks To Inventiv FTP (.Fil) Data Exchange Exchange. 
  2. Inventiv DB To QuickBooks Data Exchange Exchange. 

The first section of the solution explains the very first Business Case - i.e. the data flow of Customer, Item, Invoice objects from QuickBooks to PocketAdvantage followed by the image which depicts showing the process map.

Customer Integration: The customer integration data flow constitutes of retrieving data on a nightly basis from QuickBooks and integrating it with PocketAdvantage which . It involves file creation with .FIL as the file extension. The integration data-flow will always extract all Customers and move to the Inventiv FTP system. The scheduler job consists of the following following:

  •   QuickBooks  QuickBooks Customer - with its respective attributes are - is retrieved and converted to a tabbed de-limited files delimited file with.FIL as its extension extension. 
  •  The files generated will be moved/over-written to a specific folder under the inventive FTP system with the folder bearing . The folder will follow the naming convention, “latest<cust_id>” as a customer.fil fil. 

Item Integration: The Item integration dataflow data flow constitutes of retrieving data on a nightly basis from QuickBooks and integrating it with PocketAdvantage which . It involves file creation with.FIL as the file extension. The integration of data - flow will always extract all items and move to the Inventiv FTP system. The scheduler job consists of the following:

  •     QuickBooks Item - with its respective attributes are - is retrieved and converted to a tabbed de-limited files delimited file with.FIL as its extension.
  •     The files converted is are integrated to into a specific folder under the inventive FTP system with the folder bearing .  The folder will follow the naming convention, “latest<cust_id>” as item.fil.

Invoice Integration: The Invoice Object dataflow data flow will be unidirectional with . It will transfer of data from QuickBooks and integrating integrate it with PocketAdvantage which involves . This will result in file creation with .FIL as its extension. Integration is invoked overnight at a specified time interval of time by the scheduler mechanism built inside the DBSync platform. The data - flow will be uni-directional and incremental in nature with the transfer of data into Inventiv FTP.    Image Modified

The Second Business Case covers the data flow from PocketAdvantage order to QuickBooks Salesorder  followed Sales order followed by the image which depicts showing the process map.

Order Integration: The Order integration will be from PocketAdvantage and . It will periodically retrieve Order data and integrate with QuickBooks Sales Order transactions. The integration data - flow will be incremental in nature and uni-directional with the transfer of data into the QuickBooks system.   Image Modified

Note

PockeAdvantage Configuration steps link: PocketAdvantage Connector (How to do the connector configuration in DBSync Platform)