2022

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Table of Contents

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Overview

DBSync for Salesforce ChannelAdvisor & NetSuite QuickBooks integration template is an easy to use integration solution to integrate Salesforce Accounts, Contacts, Products, Opportunity with NetSuite Customers, Contacts, Items, Invoices . It seamlessly integrates ChannelAdvisor Channel, Products and Order with QuickBooks Customer, Items, Order, Invoice and vice-versa. DBSync provides bi-directional sync between Salesforce ChannelAdvisor and NetSuite QuickBooks 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 's automatic online updates enable customers to enjoy all the product updates, and features, effortlessly with every new release.


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Data Flow

The data flow of bidirectional integration between Salesforce ChannelAdvisor & NetSuite QuickBooks is shown in the table below table.


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Process Map

The process map of bidirectional integration between Salesforce ChannelAdvisor & NetSuite QuickBooks is as shown in the image below image

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Although the The template of Salesforce ChannelAdvisor and NetSuite QuickBooks comes as one project. However, for a better explanation, the data flow is broken down into two sections sections: 

  1. Data flow from Salesforce ChannelAdvisor to NetSuiteQuickBooksThis section explains the data flow from Salesforce ChannelAdvisor to NetSuite platform and sensationalized as per entity so that readers can understand the integration requirement and configure their template QuickBooks platform. The information is segmented based on readers' persona. This will reduce clutter and help readers better understand the integration requirements. As a result, readers should be able to configure templates without any help from the DBSync support team. 

    1. Account Channel Integration: The customer integration data flow constitute of constitutes retrieving data from the account Channel object of Salesforce ChannelAdvisor and integrating it with NetSuite QuickBooks as customers.

    2. Contact Integration: The contact Order integration data flow constitute of constitutes retrieving data from contact the Order object of Salesforce ChannelAdvisor and integrating with NetSuite as contactsit with QuickBooks Orders and Invoices.
    3. Product Integration: The product integration data flow constitute of constitutes retrieving data from the product Product object of the Salesforce ChannelAdvisor and integrating it with NetSuite QuickBooks as itemsItems.

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

  2. Data flow from NetSuite QuickBooks to SalesforceChannelAdvisorThis section explains the data flow from NetSuite platform to  Salesforce and sensationalized as per entity so that the readers can understand the integration requirement and configure their template the QuickBooks platform to ChannelAdvisor. The information is segmented based on readers' persona. This will reduce clutter and help readers better understand the integration requirements. As a result, readers should be able to configure templates without any help from the DBSync support team. 
    1. Customer Integration: The customer integration data flow constitute of constitutes retrieving data from customer the Customer object of NetSuite QuickBooks and integrating it with Salesforce ChannelAdvisor as AccountsChannels.
    2. Contact Integration: The contact integration data flow constitute of constitutes retrieving data from contact the Contact object of NetSuite QuickBooks and integrating with Salesforce it ChannelAdvisor as contactsContacts.
    3. Item Integration: The item integration data flow constitute of constitutes retrieving data from the item Item object of NetSuite QuickBooks and integrating it with the Salesforce ChannelAdvisor as productsProducts.
    4. Invoice Integration: The invoice and its line items Invoice integration data flow constitute of constitutes retrieving data from the invoice object of NetSuite and integrating with the Salesforce as the opportunity and its line items.Payment Integration: The payment integration data flow constitute of retrieving data from Invoice /payment details object of NetSuite QuickBooks and integrating it with the Salesforce ChannelAdvisor as receivablesOrders.

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Salesforce To NetSuite

ChannelAdvisor and QuickBooks - 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 ChannelAdvisor and NetSuiteQuickBooks, a user has to do the following:

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

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  1. Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce ChannelAdvisor & NetSuite respectively and fill in the user QuickBooks respectively. Populate the registration form to complete registration.
  2. An email would have been will be triggered from dbsync-notification@mydbsync.com to the registered email idEmail ID. Click on the activation link to activate your DBSync account.
  3. Login to your DBSync account, click on the template library and Import import the Salesforce ChannelAdvisor & NetSuite QuickBooks - Bidirectional Integration template to your workspace.
  4. Clicking on "Launch Development studio" will redirect the user to connectors landing page, configure both of salesforce and NetSuite . Configure ChannelAdvisor and QuickBooks connectors respectively by following the steps as listed in the link NetSuite QuickBooks Connector.
  5. Now, run the integration by following the steps listed in the latter the following section - "Running The Integration".

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Running The Integrations

DBSync integration of Salesforce ChannelAdvisor & NetSuite QuickBooks can be triggered by:

  1. Using Clicking on the "Run Now" button from the process listing page of DBSync.
  2. Using "DBSync scheduler".

Using Clicking "Run Now" button from DBSync platform

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

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