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  1. Login to DBSync through the URL- "https://www.mydbsync.com/

  2. Login Steps to the login DBSync Cloud Workflow account.
    Account.

    1. Go to My Account option and click on Customer Login.

    2. Login Page: Enter the Username, Password and click on Sign-in.

    3. Forgot Password: Reset your password to log-in again. 
    4. Create an Account: For more details, click here: Getting started

    Note

    In the case of QuickBooks Desktop, the

    Desktop

    user can go to the web connector to run to schedule the sync.

    For, Cloud-based application we can use the DBSync scheduler to Schedule the sync.

  3. Once logged in, click on Development Studio and to go to the DBSync Project page.

  4. "Connector"-

    If there is a need to re-connect then go to connectors and then validate or reconnect

      Go to connectors to validate or re-connect the connection again. For more details

    of the connector page sees the note section

    , how to Create a New Connector as shown below.

    Note

    Click on to "Create New Connector" and  and enter a preferred name and "Select Connector Type" option from the drop-down menu and save.

     "Edit"- Enter the Connector details like End Point, End Point URL, Files, and Versions, etc. Click on validate Connection and Save.

  5. "Delete"- To Delete the Connector and all of its components from the system. Once deleted, a user will not be able to recover connector details, or any of its components, from the system.
  6. Once, Connector validation successful, then click on Processes. Select the process from the list and click on edit.
  7. "Project" - Click
    Info

    Note: Click on headers to know more in detail.

  8.  Projects -  Click on edit to go to the Processes.
  9. Note:  Read more in details about the project click on this link: Projects
  10. "Processes"-  Process - Run the current process, or select the correct process to go to the workflow.
    1. Note:  Read more in details about processes click on this link: Process
  11. "Workflows" -  WorkFlow - If needed change the status from on and off if required and click on edit to change the workflow.
  12. Note: Read more in details about workflows click on this link: WorkFlow 
  13. If anything If a user needs to change in mapping fields, Source and Target details then go to the trigger and rule section to update the details. 
    1. "Trigger" - Read more in details about trigger click on this link, click hereTrigger  
    2. "Rule" -Read more in details about rule click on this link, click here: Rules
  14. Run Now: Click on Run Now to start the Workflow processSync.
  15. " Logs" - Once the sync runs, it can be monitored via logs and the user can download the logs in case of any errors. For any queries to reach out to the DBSync support team.
  16. Note: Read more in details about logs click on this link: Logs
  17. Scheduler - For, rest of the Cloud-based application  
    1. Note: Read more in details about Scheduler click on this link: Scheduler 
     For Cloud-based application, we can use the DBSync scheduler to Schedule the sync.