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DBSync for Microsoft Dynamics 365/CRM Online & Sage Intacct Integration is an easy to use application. It integrates Microsoft Dynamics 365/CRM Online Customer, Order, Invoices, Receivable Payments, Items with Sage Intacct Customers, Contacts, AR Transactions, AR Payments, and Items. As a Sage Intacct user, you can use DBSync's Sage Intacct connector to integrate any on-premise applications and legacy systems with Sage Intacct. DBSync provides Bi-directional sync with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

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The data flow from MS CRM to Sage Intacct is shown in the table below.

Process Map of Bi-directional integration between Microsoft Dynamics 365/CRM & Sage Intacct is shown in the image below. 

Data Flow between Microsoft Dynamics 365/CRM Online & Sage Intacct

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1. Download the DBSync Microsoft CRM-Sage Intacct solution package from the following URL 
2. The downloaded MS CRM-Sage Intacct solution package will be in a.ZIP format.
3. Upload the zipped "DBMSQB_X.zip" solution package to your Microsoft CRM Online instance by clicking 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 successfully importing the solution package, you will find a section called "DBSync" within Account, Contact, Opportunity, Invoice and Order objects with the custom fields that are essential for the Integration process.
7. *Note: *Out-of-the box DBSync supports Products/Items in a flat, not hierarchical, structure. This is so because, Products in Microsoft CRM do not support a Hierarchical structure. Please look at our Knowledge base for steps for handling hierarchies in Items from Sage Intacct.

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