Page History

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1. Accounts to Customer: This workflow will be unidirectional. It will integrate data from Microsoft CRM to QuickBooks. Microsoft CRM Accounts will be integrated as QuickBooks Customers.
              Steps:
   • • Switch ON the Accounts to Customer workflow. Click on the Edit button placed alongside the workflow.
     • On the Edit screen, the Trigger section allows users to Query data from Source (Microsoft CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
     • Once the mapping is finished, click on Save Workflow located on the Top Right side of the page.
       
       
2. Quote to Estimate:  This workflow will be unidirectional. It integrates data from Microsoft CRM to QuickBooks. Microsoft CRM Quotes and Quotes Line Items will be integrated as Estimates and Line items in QuickBooks.
   
   
   1. This Workflow also allows users to configure Rules to create Customers and Products in the same integration transaction.
      Steps:
      • Switch ON the Quotes to Estimate workflow and click on the Edit button placed alongside the workflow.
      • On the Edit screen, the Trigger section allows users to Query data from Source (Microsoft CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
      • Once the mapping is finished, click on Save Workflow located on the Top Right side of the page.
        
        
3. Order to Sales Order (QuickBooksD): This data flow will be unidirectional. It integrates data from Microsoft CRM to QuickBooks. Microsoft CRM Orders and Order Line items will be integrated as Sales Order and Sales Order Line Items in QuickBooks.
   
   
   1. This Workflow also allows users to configure Rules to create Customers and Products in the same integration transaction.
      Steps:
   • • Switch ON the Order to Sales Order workflow and click on the Edit button placed alongside the workflow.
     • On the Edit screen, the Trigger section allows users to Query data from Source (Microsoft CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
     • Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.
       
       
4. Microsoft CRM Invoice to QuickBooks Invoice: This workflow will be unidirectional. It integrates data from Microsoft CRM to QuickBooks. Microsoft CRM Invoice and Invoice Line items will be integrated as Invoice and Invoice Line Items in QuickBooks.
   
   
   1. This Workflow also allows users to configure Rules to create Customers and Products in the same integration transaction.
      Steps:
   • • Switch ON the Microsoft CRM Invoice to QuickBooks Invoice workflow and click on the Edit button placed alongside the workflow.
     • On the Edit screen, the Trigger section will allow users to Query data from Source (Microsoft CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
     • Once the mapping is finished, click on Save Workflow located on the Top Right side of the page.
       
       
5. QuickBooks Payments to Microsoft CRM Invoice: This workflow will be unidirectional. It integrates data from QuickBooks to Microsoft CRM. QuickBooks Payments applied against the Invoice will be integrated as 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:
      
      • Switch ON the QuickBooks Payments to Microsoft CRM Invoice workflow and click on the Edit button placed alongside the workflow.
      • On the Edit screen, the Trigger section will allow users to Query data from Source (Microsoft CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
      • Once the mapping is finished, click on Save Workflow located on the Top Right side of the page.
   
   
6. QuickBooks Items to Microsoft CRM Products (Types = Inventory, Service, Non-Inventory): This workflow will be unidirectional. It integrates data from QuickBooks to Microsoft CRM. QuickBooks Items will be integrated as Microsoft CRM Products as a flat structure.
   This Workflow also allows users to configure Rules to create Customers and Products in the same integration transaction.
   
             Steps:
   • • Switch ON the QuickBooks Items to Microsoft CRM Products workflow process and click on the Edit button placed alongside the workflow.
     • On the Edit screen, the Trigger section will allow users to Query data from Source (Microsoft CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
     • Once the mapping is finished, click on Save Workflow located on the Top Right side of the page.

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