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Table of Contents

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Overview

DBSync for Salesforce & JIRA service desk integration JIRA Service Desk to Salesforce integration template is an easy to use integration solution to integrate Salesforce Accounts, Contacts, Products, Opportunity with NetSuite Customers, Contacts, Items, Invoices and vice-versa. DBSync provides bi-directional sync between Salesforce and NetSuite JIRA Service Desk Issue with Salesforce. The DBSync's JIRA Service Desk to Salesforce template provides uni-directional integration between JIRA Service Desk Issues object with Salesforce Cases with the pre-built field to field mappings along with flexibility for more complex and dynamic mapping capabilities. DBSync with an automatic online update, enables customers to enjoy all the product updates and features with every new release.

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Data Flow

The data flow of bidirectional unidirectional integration between JIRA Service Desk & Salesforce & NetSuite is shown in the below table.

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Process Map

Prerequisites For Integration

To facilitate the data flow between JIRA Service Desk and Salesforce, User should have the following

    • The valid license to DBSync JIRA Service Desk and Salesforce connector.
    • A valid username, password and Host URL to connect with JIRA Service Desk.
    • A valid username, password to connect with the Salesforce instance.

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Process Mapping

The process map mapping of bidirectional unidirectional integration between Salesforce & NetSuite is as JIRA Service Desk to Salesforce  as shown in the below image. 

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Although the The template of JIRA Service Desk and Salesforce and NetSuite comes bundled as one project, for better explanation the data flow is broken down into two sections 

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.This section explains the data flow from JIRA Service Desk to Salesforce

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platform and sensationalized as per entity so that readers can understand the integration requirement and configure their template without any help from DBSync

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product teams

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Issue Integration: The

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Issue integration data flow constitute of retrieving data from the

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Issue object of Salesforce and integrating with NetSuite as customers.

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Product Integration: The product integration data flow constitute of retrieving data from the product object of the Salesforce and integrating with NetSuite as items.

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Opportunity Integration: The opportunity integration data flow constitute of retrieving data from the opportunity object of Salesforce and integrating with NetSuite as invoices.

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  1. Customer Integration: The customer integration data flow constitute of retrieving data from customer object of NetSuite and integrating with Salesforce as Accounts.
  2. Contact Integration: The contact integration data flow constitute of retrieving data from contact object of NetSuite and integrating with Salesforce as contacts.
  3. Item Integration: The item integration data flow constitute of retrieving data from the item object of NetSuite and integrating with the Salesforce as products.
  4. Invoice Integration: The invoice and its line items integration data flow constitute of retrieving data from the invoice object of NetSuite and integrating with the Salesforce as the opportunity and its line items.
  5. Payment Integration: The payment integration data flow constitute of retrieving data from Invoice/payment details object of NetSuite and integrating with the Salesforce as receivables.
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Salesforce To NetSuite - Field Mapping

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NetSuite To Salesforce - Field Mapping

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Prerequisites For Integration

To facilitate the data flow between Salesforce and NetSuite, user has to do the following

    • Have a valid license to DBSync NetSuite and Salesforce connector.
    • Should have a valid username, password, account id to access NetSuite web service, and application ID.
    • Should have a valid username, password of the Salesforce production instance.
    • The connections have been rightly configured to the respective applications via connector page of this standard template provided by DBSync.
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Getting Started With DBSync

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JIRA Service Desk To Salesforce - Field Mapping

This solution is used to to integrate JIRA Service Desk Issues with Salesforce Cases. In the following table the field to field mappings of object that are part of this template are detailed out.

JIRA Service Desk Salesforce
IssuesCases
ProjectProject
IssueTypeStatus
PriorityPriority
DescriptionDescription
AssigneeCase Engineer
ReporterContact Name
CommentsInternal Comments



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Template Setup

For all the customers who wanted to evaluate this solution, you should your email on the DBSync platform by following the below steps

  1. Type in www.mydbsync.com in your browser address bar.
    Note: DBSync recommends use of Mozilla Firefox or Google Chrome as preferred browsers
  2. Click on the button "Start your Free Trial" which will open the registration tab.
  3. Choose the source and Target connectors respectively as JIRA Service Desk and Salesforce.
  4. Select from plans that would suite your requirement by proceeding with the registration page.
  5. Activate your DBSync iPaaS account by clicking on the confirmation link sent to your registered email id.
  6. Now, Navigate to Template library section, Search for JIRA Service Desk to Salesforce Unidirectional template and Import it to your workspace  which inturn would open connector listing page.
  7. Make sure to configure JIRA Service Desk , Salesforce  connectors with the instances for which you would like the JIRA Service Desk and Salesforce to be integrated.

The registered users can login to the DBSync platform with their credentials, Import the solution to your work space, configure connectors and start syncing the data as explained in the latter section.


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Running The Integrations

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The user has to login to DBSync with his valid credentials and hit the "Run Now" button from the process listing page or from the workflow listing page. 

Using DBSync Scheduler 

Scheduler available in DBSync account can be used to schedule the integrations and details pertaining to usage of DBSync scheduler is available from the link http://help.mydbsync.com/docs/display/dbsync/Scheduler