DBSync Cloud Workflow (iPaaS)

2022

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  • Switch ON the MS CRM Invoice to QB Invoice workflow and click on EDIT button placed along side of the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows 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.

5.       QB Payments to MS CRM Invoice: This workflow will be unidirectional integrating data from QuickBooks to MS CRM. QuickBooks Payments applied against the Invoice will be integrated as MS CRM Invoices/ Invoice Payments.

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