DBSync Cloud Workflow (iPaaS)

2022

Page tree

Versions Compared

Old Version 11

changes.mady.by.user Avinash Rao

Saved on

compared with

New Version 12

changes.mady.by.user Tushar Singh

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

3.       Order to Sales Order (QBDQuickBooksD): This data flow will be unidirectional integrating data from MS CRM to QuickBooks. MS CRM Orders and Order Line items will be integrated as Sales Order and Sales Order Line Items in QuickBooks.

...

4.       MS CRM Invoice to QB QuickBooks Invoice: This workflow will be unidirectional integrating data from MS CRM to QuickBooks. MS CRM Invoice and Invoice Line items will be integrated as Invoice and Invoice Line Items in QuickBooks.

...

  • Switch ON the MS CRM Invoice to QB QuickBooks 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 QuickBooks 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.

Steps:

  • Switch ON the QB QuickBooks Payments to MS CRM 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.

 

6.       QB QuickBooks Items to MS CRM Products (Types = Inventory, Service, Non-Inventory): This workflow will be unidirectional integrating data from QuickBooks to MS CRM. QuickBooks Items will be integrated as MS CRM Products as flat structure.

Steps:

  • Switch ON the QB QuickBooks Items to MS CRM Products workflow process 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.

...