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Overview: Data Flow: Process Map: Pre-requisites for Integration: DBSync Profile Setup Running the Integration: Panel |
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| Overview: |
Standard Integration from DBSync for Salesforce & QuickBooks Online is an easy to use application to integrate . It integrates Salesforce Accounts/Contacts, Products, Opportunity with QuickBooks Customers, Items & Invoice. DBSync provides sync with pre-built field-to-field map mapping along with flexibility for more complex and dynamic mapping capability. DBSync also has an 's automatic online update , enabling DBSync enables its customers to enjoy all the product updates and features that come with every new release.
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| Data Flow: |
Integration data flow between Salesforce & QuickBooks Online is shown in the table below table.
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| Process Map: |
Process Map of Standard integration between Salesforce & QuickBooks Online is shown in the image below image.
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| Pre-requisites for Integration: |
- Integration of Salesforce to QB QuickBooks Invoice is invoked provided if the Generate field in Salesforce Opportunity is selected as Invoice.
- It is mandatory that SF Opportunity (to be integrated with QB QuickBooks Invoice) is associated with the respective SF Account & . It should also should have Products with Standard Price Book attached to it for DBSync to invoke integration.
- Salesforce Products should also have QuickBooks Item Type.
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| DBSync Profile Setup |
- Go to www.mydbsync.com and register for a Free Trial. Ensure that Source & Target Adapters are Salesforce and QuickBooks Online respectively. Choose the standard package during registration.
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Running the Integration: |
DBSync Integration of Salesforce & QuickBooks Online can be initiated by the following three methods.
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using Salesforce custom buttons. For details see below:
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- Salesforce custom buttons
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- in Salesforce Accounts, Contacts and Opportunity can be used to update these specific records into QuickBooks as and when required. To set integration to Auto run
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- , use one of the
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- following methods
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- Salesforce Custom Button Update Account to
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- QuickBooksOE in Accounts Object
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- .
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- Salesforce Custom Button Update Contact to
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- QuickBooksOE in Contacts Object
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- .
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- Salesforce Custom Button Update Opportunity to
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- QuickBooksOE and Update Invoice from
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- QuickBooksOE in Opportunities Object
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- .
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- Scheduler available in DBSync Account can be used to schedule the integration.
- Login to DBSync account, click on Launch to go to DBSync profile page and click on Scheduler on the top right corner. Image Removed
- Select the integration profile and required process to auto run. Edit the Cron Settings to set the frequency of Auto run and Save Cron Job. Image Removed