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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.

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• DBSync Package Installation Details will be displayed in your Salesforce instance. Click on 'Continue'.

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• Approve Package API Access and then click on 'Next'.

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• Package is ready to be installed. Click Install to 'install'.

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• Install complete message will be displayed which confirms that DBSync Package is installed.

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• Once the DBSync Package ServiceMax Accounting Integration is installed the below fields should be included in Page Layout as explained below.

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• Go to setup   Customize   Account   'Page Layout'   Edit the Page Layout. Under the Page Layout drag the fields specified below to add it under the section "System Information" in Page Layout and save.
• Fields: "Accounting Id", "Sync Error"

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• Go to setup   Create   Objects   Work Order   Page Layout Edit the required Page Layout.
• Under the Page Layout create a new section "DBSync Information" & drag the fields specified below to add it in Page Layout under "DBSync Information".
• Fields: "Accounting Id", "Invoice Date", "Generate", "Sync Error"

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• Go to setup   Create   Objects   Work Detail   Page Layout Edit the required Page Layout.
• Under the Page Layout drag the field specified below to add it in Page Layout under "Usage/Consumption Details".
• Fields: "LineItem Type"

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