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• Have a valid license to DBSync NAV connector, Salesforce connector, Username and Password to , Password, and Microsoft Dynamics NAV Odata to be enabled to connect to DBSync iPaaS platform.
• Access to Dynamics Nav with valid Username and Password.
• Have login and password of Salesforce, to access their web service.
  

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1. Go to www.mydbsync.com from a preferred web browser.
2. Navigate to the login page through Account section→ Customer login.
3. Input your Username and Password to login to your DBSync account.
4. Navigate to the Template library menu tab and choose the template PDL of Salesforce & Nav bi-direction. Click on "Import To Workspace" to start your integration between the source and target applications respectively.
5. Follow the steps in the 'DBSync Configuration of Salesforce & Microsoft Dynamics NAV section, to configure your connectors. This will result in data flow between Salesforce and MS NAV.

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1. After the successful import of Salesforce & Microsoft Dynamics NAV into your account, a user will be re-directed to the connector listing page.
2. You will see MS NAV & Salesforce connectors.
3. Click on the Edit of the MS NAV to configure the NAV connector to connect to your NAV instance.
   1. Nav requires the following parameters to connect to your NAV instance.
      
      1. Username: A Username to connect to MS Dynamics NAV instance.
      2. Password: A Password to connect to the hosted Navision.
      3. URL: Connection URL for Microsoft NAV. 
4. Click on Save and Validate Connection to save and validate your NAV connector.
5. Click Edit on the Salesforce connector to connect to your Salesforce instance.
   1. Select an End Point you wish to connect toand, under the Quick Setup tab, click on Connect to Salesforce button. This will open up a Salesforce pop up window. 
      1. Username: Input a Username of the Salesforce instance you wish to connect to.
      2. Password: Input password to connect to your Salesforce instance. 
6. Once you login to Salesforce, your Salesforce connector is connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect on the Quick Setup tab. Then, connect using credentials with which you wish to connect with.
7. You can also use the Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties. Fill in Salesforce Username, Password & Security Token of your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the details in Validation Errors section and make the necessary information in the Advanced Properties, click on Validate Connection again.
8. Click on Save and Validate Connection to save and validate your Salesforce connector.
   
   

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DBSync integration for Salesforce & Microsoft Dynamics NAV can be run automatically using Scheduler; or, manually using the Run Button. The detailed process of using Scheduler to run the integration is shown in the wiki link - http://help2.mydbsync.com/docs1/display/dbsync/Scheduler.

Click on the Run button to run the integration manually is explained below.

1. Login into www.mydbsync.com with your Username & Password.
2. Once logged in, click on Launch Development Studio.
3. Once launched, you will be redirected to the DBSync Project page in the next tab.
4. Click on the project Salesforce & MS NAV: Bidirectional. 
5. On the left side of the navigation, click on the process menu. This will open up the process listing page.
6. Click on the Run Now button on any of the processes to sync data between Salesforce and MS NAV.

Related references to learn about Salesforce and MS NAV connectors are listed below.

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