Page History

To run the integration manually, follow the steps below:

1. Start your free trial on Login to DBSync through the URL- "https://www.mydbsync.com/" 

2. Create an Account for a new userLogin to the DBSync Cloud Workflow account.
   

3. Choose the preferred package from the list -"Starter, Enterprise On-Premise and Enterprise On-Cloud" to "Get Started" by registering with business email.

4. Follow the instructions sent on the email Id and setup the user profile.

5. Login to the DBSync Cloud Workflow accountIn the case of QuickBooks, 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.

6. Once logged in, click

   on

   on Development Studio and go to the DBSync Project page.

7. "Connector"- Click on edit to validate the connection and go to the Project.Note : If there is a need to re-connect then go to connectors and then validate or reconnect. For more details of the connector page sees the note section below.

   Note

   Click on to "Create New Connector" 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. "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. Once, Connector validation successful, then click on Processes. Select the process from the list and click on edit.

8. "Project" - Click on edit to go to the Processes.
   1. Note:  Read more in details about the project click on this link: Projects
9. "Processes"- 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
10. "Workflows" - If needed change the status from on and off if required and click on edit to change the workflow.
    1. Note: Read more in details about workflows click on this link: WorkFlow 
       
11. If anything needs to change then go the trigger and rule section. 
    1. "Trigger" - Read more in details about trigger click on this link: Trigger  
    2. "Rule" - Read more in details about rule click on this link: Rules
12. Run Now: Click on Run Now to start the Workflow process.
13. "Logs"- Once the sync runs, the sync it can be monitored via logs and you the user can download the logs in case of any errors. If users have any query then For any queries to reach out to the DBSync support team.
    1. Note: Read more in details about logs click on this link: Logs
14. Scheduler - In the case of QuickBooks Desktop user can go to the web connector to run to schedule the sync. For, rest of the Cloud-based application we can use the DBSync scheduler to Schedule the sync. application  
    1. Note: Read more in details about Scheduler click on this link: Scheduler