QuickBooks & PocketAdvantage - Bidirectional Integration

DBSync for Inventiv has developed an easy to use integration solution for the customers of Inventiv where data has to be moved in and out of QuickBooks to integrate QuickBooks Customers, Items, Invoices and SalesOrders. DBSync provides Bi-directional sync with pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.

The proposed data flow is demonstrated in the latter section including the Business-Case, Data-Flow in detail . 

 Data Flow of QuickBooks and PocketAdvantage application is as shown below . 

The data flow is derived from the following Business-case which depicts the pre-built mapping using DBSync Ipaas to be used by Customers 

1. QuickBooks To Inventiv FTP (.Fil) Data Exchange 
2. Inventiv DB To QuickBooks Data Exchange 

The first section of the solution explains the very first Business Case i.e. the data flow of Customer, Item, Invoice objects from QuickBooks to PocketAdvantage followed by the image which depicts the process map.

Customer Integration:The customer integration data flow constitutes of retrieving data on nightly basis from QuickBooks and integrating it with PocketAdvantage which involves file creation with .FIL as file extension. The integration data-flow will always extract all Customers and move to Inventiv FTP system. The scheduler job consists of the following 

•   QuickBooks Customer with its respective attributes are retrieved and converted to a tabbed de-limited files with .FIL as its extension 
•  The files generated will be moved/over-written to a specific folder under inventive FTP system with the folder bearing the naming convention, “latest<cust_id>” as customer.fil 

Item Integration:The Item integration dataflow constitutes of retrieving data on nightly basis from QuickBooks and integrating it with PocketAdvantage which involves file creation with .FIL as file extension. The integration data-flow will always extract all items and move to Inventiv FTP system. The scheduler job consists of the following

•     QuickBooks Item with its respective attributes are retrieved and converted to a tabbed de-limited files with .FIL as its extension
•     The files converted is integrated to a specific folder under inventive FTP system with the folder bearing the naming convention, “latest<cust_id>” as item.fil

Invoice Integration: The Invoice Object dataflow will be unidirectional with transfer of data from QuickBooks and integrating it with PocketAdvantage which involves file creation with .FIL as its extension. Integration is invoked overnight at specified interval of time by the scheduler mechanism built inside DBSync platform. The data-flow will be uni-directional and incremental in nature with transfer of data into Inventiv FTP.   

The Second Business Case covers the data flow from PocketAdvantage order to QuickBooks Salesorder  followed by the image which depicts the process map.

Order Integration:The Order integration from PocketAdvantage and will periodically retrieve Order data and integrate with QuickBooks Sales Order transactions. The integration data-flow will be incremental in nature and uni-directional with transfer of data into QuickBooks system.