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Introduction
- The purpose of Migration is to migrate the user's historical data on a single integration run.
- Update functionality has been provided to make sure that the records are updated both in QuickBooks as well as Salesforce.
- The following section gives you step by step instructions to initiate the migration of your Quickbooks records into Salesforce objects using Salesforce & Quickbooks Bidirectional Process Template.
QuickBooks to Salesforce Migration Process
- Enter your Username and Password and click on Sign in.
- Click on Launch to check if Salesforce & QuickBooks Bidirectional Process Template is added in the profile.
- If Salesforce & QuickBooks Bidirectional Process Template is not included in the profile, go back to home page and then Click on Process Template to see the list of process templates.
- Click on SalesforceQuickBooks:Bidirectional to add this template in the profile.
- Click on Launch, DBSync Projects page will be displayed in the next tab.
- Click on Projects > SalesforceQuickBooks:Bidirectional > Connectors.
- Based on the requirement appropriate steps must be enabled before running the integration.
- To migrate QuickBooks Customer to Salesforce Accounts, click on Processes > SalesforceQuickBooks:Bidirectional > turn on CustomerToAccount work flow. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.
- To migrate QuickBooks Items to Salesforce Products, click on Processes > SalesforceQuickBooks:Bidirectional > turn on ItemServiceToProduct work flow. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.
- To migrate QuickBooks Invoice to Salesforce Opportunity, click on Processes > SalesforceQuickBooks:Bidirectional > turn on InvoiceToOpportunity work flow. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.
- Similar procedure can be followed to migrate Items belonging to Item types Inventory, Non-Inventory, Discount, Other Charge and Sales Tax and the transactions of type Estimate, SalesOrder, SalesReceipt and CreditMemo.