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Overview

DBSync for Microsoft CRM, Microsoft Dynamics 365 CRM & QuickBooks Integration is an easy to use application to integrate . It integrates Microsoft CRM Accounts, Products, Opportunity, Orders, Invoice with QuickBooks Customers, Items, Job, Sales Order & Invoice.

DBSync is also allows to migrate historical QuickBooks data into Microsoft CRM or vice versa. It provides Bi-directional sync with a pre-built field-to-field mappings mapping along with the flexibility for to develop complex and dynamic mapping capability. It has an mappings. DBSync's automatic online update , enabling all DBSync enables its customers to enjoy all the product updates and features that come with every new release.

Using the OAuth protocol for connecting to CRM, makes it highly secure and easy to use.

Data Flow

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The steps below will allow

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users to setup DBSync

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integration between

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Microsoft CRM and QuickBooks.

General Steps:

1. 1.       Go to www.mydbsync.com and click on Customer Login.
2. 2.       Login to DBSync using the provided USERNAME Username and PASSWORDPassword.
3. 3.       Once logged in, you users will be able to see the landing page. Click on the “Development Studio” button located on the top right side of the page.
4. 4.       The next page will the is a working environment for all DBSync Projects, Processes, and Workflows.
5. 5.       From the list of “Projects”, click on the required project to work with.
6. 6.       Once in the Project list, users will be able to see the Processes available under the selected project.
7. 7.       Click on the “Connectors” from the Left Menu and configure the MS Microsoft CRM connector using your Microsoft Account credentials and . Click on SAVE Save once its Authenticated.
8. 8.       Once authenticated, click on the available Process by clicking on the “Processes” link in the Left Menu.
9. 9.       On the process, processes page, users will see all the available “Workflows” available for  for data integration.

Workflows:

1. 1.       Accounts to Customer: This data flow workflow will be unidirectional integrating . It will integrate data from MS Microsoft CRM to QuickBooks. MS Microsoft CRM Accounts will be integrated as QuickBooks Customers.
   

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1.            Steps:

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1. • • Switch ON

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1. • • the Accounts to Customer workflow. Click on the Edit button placed alongside the workflow.

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1. • • On the

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1. • • Edit screen, the

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1. • • Trigger section allows users to Query data from Source (

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1. • • Microsoft CRM) and the

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1. • • Rule section allows users to configure the mappings for the target System (QuickBooks)

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1. • • .
     • Once the mapping is finished, click on Save Workflow located on the

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1. • • Top Right side of the page

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1. • • .
       

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2. 2.       Quote to Estimate:    This data flow will workflow will be unidirectional integrating . It integrates data from MS Microsoft CRM to QuickBooks. MS Microsoft CRM Quotes and Quotes Line Items will be integrated as Estimates and Line items in QuickBooks.
   
   
   1. a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.
      Steps:

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1. 1. • Switch ON

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1. 1. • the Quotes to Estimate

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1. 1. •  workflow and click on

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1. 1. • the Edit button placed

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1. 1. • alongside the workflow.

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1. 1. • On the

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1. 1. • Edit screen, the

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1. 1. • Trigger section allows users to Query data from Source (

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1. 1. • Microsoft CRM) and the

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1. 1. • Rule section allows users to configure the mappings for the target System (QuickBooks).

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1. 1. • Once the mapping is finished, click on Save Workflow located on the

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1. 1. • Top Right side of the page

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1. 1. • .
        

1. 1. • 
        
2. 3.       Order to Sales Order (QBDQuickBooksD): This data flow will be unidirectional integrating . It integrates data from MS Microsoft CRM to QuickBooks. MS Microsoft CRM Orders and Order Line items will be integrated as Sales Order and Sales Order Line Items in QuickBooks.
   
   
   1. a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.
      Steps:

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1. • • Switch ON

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1. • • the Order to Sales Order

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1. • •  workflow and click on

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1. • • the Edit button placed

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1. • • alongside the workflow.

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1. • • On the

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1. • • Edit screen, the

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1. • • Trigger section allows users to Query data from Source (

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1. • • Microsoft CRM) and the

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1. • • Rule section allows users to configure the mappings for the target System (QuickBooks).

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1. • • Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.
       

1. • • 
       
2. 4.       MS Microsoft CRM Invoice to QB QuickBooks Invoice: This data flow will workflow will be unidirectional integrating . It integrates data from MS Microsoft CRM to QuickBooks. MS Microsoft CRM Invoice and Invoice Line items will be integrated as Invoice and Invoice Line Items in QuickBooks.
   
   
   1. a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.
      Steps:

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1. • • Switch ON

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1. • • the Microsoft CRM Invoice to

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1. • • QuickBooks Invoice

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1. • •  workflow and click on

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1. • • the Edit button placed

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1. • • alongside the workflow.

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1. • • On the

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1. • • Edit screen, the

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1. • • Trigger section will allow

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1. • • users to Query data from Source (

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1. • • Microsoft CRM) and the

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1. • • Rule section allows users to configure the mappings for the target System (QuickBooks).

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1. • • Once the mapping is finished, click on Save Workflow located on the

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1. • • Top Right side of the page

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1. • • .
       
   5.      
   • • 
       
2. QB QuickBooks Payments to MS Microsoft CRM Invoice: This data flow will workflow will be unidirectional integrating . It integrates data from QuickBooks to MS Microsoft CRM. QuickBooks Payments applied against the Invoice will be integrated as MS Microsoft CRM Invoices/ Invoice Payments.
   
   
   1. This Workflow also allows users to configure Rules to create Customers and Products in the same integration transaction.
      Steps:
      

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1. 1. • Switch ON

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1. 1. • the QuickBooks Payments to

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1. 1. • Microsoft CRM Invoice

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1. 1. •  workflow and click on

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1. 1. • the Edit button placed

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1. 1. • alongside the workflow.

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1. 1. • On the

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1. 1. • Edit screen, the

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1. 1. • Trigger section will allow

...

1. 1. • users to Query data from Source (

...

1. 1. • Microsoft CRM) and the

...

1. 1. • Rule section allows users to configure the mappings for the target System (QuickBooks).

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1. 1. • Once the mapping is finished, click on Save Workflow located on the

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1. 1. • Top Right side of the page

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1. 1. • .

1. 
   
2. 6.       QB Items to MS CRM Products QuickBooks Items to Microsoft CRM Products (Types = Inventory, Service, Non-Inventory): This data flow will workflow will be unidirectional integrating . It integrates data from QuickBooks to MS to Microsoft CRM. QuickBooks Items will be integrated as MS CRM Products as as Microsoft CRM Products as a flat structure.
   
             Steps:

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1. • • Switch ON

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1. • • the QuickBooks Items to

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1. • • Microsoft CRM

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1. • • Products workflow process and click on

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1. • • the Edit button placed

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1. • • alongside the workflow.

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1. • • On the

...

1. • • Edit screen, the

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1. • • Trigger section will allow

...

1. • • users to Query data from Source (

...

1. • • Microsoft CRM) and the

...

1. • • Rule section allows users to configure the mappings for the target System (QuickBooks).

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1. • • Once the mapping is finished, click on Save Workflow located on the

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1. • • Top Right side of the page

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1. • • .

Running the Sync

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• QuickBooks Online: Integration can be initiated using a “RUN NOW” button located alongside each workflow in DBSync or can be scheduled in DBSync Scheduler.

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• QuickBooks Desktop: Integration can be initiated or scheduled using QuickBooks Web connector.