DBSync Cloud Workflow (iPaaS)

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  1. Download the DBSync Microsoft CRM-Intacct solution package from the following URL. https://s3.amazonaws.com/dbsync-template-library/DBMSQB_1_0.zipURL 
  2. The downloaded MS CRM-Intacct solution package will be in a.ZIP format.
  3. Upload the zipped "DBMSQB_X.zip" solution package to your Microsoft CRM Online instance as shown Settings > Customizations > Solutions > Import.
  4. Browse for the location on your hard drive where "DBMSQB_X.zip" was downloaded and click on Next.
  5. Once the Solution Package is uploaded to your MS Dynamics CRM Online instance, you should be able to see the same in the Solutions list as shown below. Click on Publish All Customizations button to commit all the changes done to your MS CRM instance.
  6. After a successful import of the solution package, you will find a section called "DBSync" within Account, Contact, Opportunity, Invoice and Order objects with custom fields that are essential for the Integration process.
  7. *Note: *Out of the box DBSync supports Products/Items in a flat structure and not in Hierarchy as Products in Microsoft CRM does not support a Hierarchical structure. Please look at our Knowledgebase for steps for handling hierarchies in Items from Intacct.

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