...

ServiceMax Salesforce to QuickBooks Desktop (Unidirectional)

Pre-requisites for Integration:

Integration dataflow is invoked provided the following fields in Salesforce are selected as mentioned in the below table.
It is mandatory that SF Work Order (to be integrated with QB Invoice) is associated with the respective SF Account & also should have work details attached to it for DBSync to invoke integration.

Salesforce to QuickBooks – Field Mapping:

Anchor
_Toc382391389 _Toc382391389

Getting started with DBSync:

...

DBSync Package ServiceMax Accounting Integration is installed in ServiceMax Salesforce Instance. Pre-requisites and the steps involved in installation are explained in this section.

Pre-requisites:

Package "ServiceMax", Version 14.10000 or later must be installed in Salesforce Instance to install DBSync Package "Service Max Accounting Integration".

Installation Steps:

• Click on the below link to install DBSync Package from AppExchange

...