ChannelAdvisor & Salesforce Bidirectional Integration

DBSync for ChannelAdvisor & Salesforce integration template is an easy to use integration solution. It seamlessly integrates Channeladvisor Channel, Order and Product with Salesforce Accounts, Order, Product, Opportunity and vice-versa. DBSync provides bi-directional sync between Salesforce and ChannelAdvisor with the pre-built field-to-field mappings along with flexibility for more complex and dynamic mapping capabilities. DBSync's automatic online updates enable customers to enjoy all the product updates, and features, effortlessly with every new release.

The data flow of bidirectional integration between Channeladvisor & Salesforce is shown in the table below.

The process map of bidirectional integration between ChannelAdvisor & Salesforce is as shown in the image below. 

The template of Salesforce and NetSuite comes as one project. However, for a better explanation, the data flow is broken down into two sections: 

1. Data flow from Salesforce to ChannelAdvisor: This section explains the data flow from Salesforce to ChannelAdvisor platform. The information is segmented  based on readers' persona. This will reduce clutter and help readers better understand integration requirements. As a result, readers should be able to configure templates without any help from DBSync support team. 

   1. Account Integration: The customer integration data flow constitutes retrieving data from the Account object of Salesforce and integrating it with ChannelAdvisor as Customers.

   2. Contact Integration: The contact integration data flow constitutes retrieving data from the Contact object of Salesforce and integrating it with ChannelAdvisor as Contacts.

   3. Product Integration: The product integration data flow constitutes retrieving data from the Product object of the Salesforce and integrating it with ChannelAdvisor as Items.

   4. Opportunity Integration: The opportunity integration data flow constitutes retrieving data from the Opportunity object of Salesforce and integrating it with ChannelAdvisor as Invoices.

2. Data flow from ChannelAdvisor to Salesforce: This section explains the data flow from NetSuite platform to Salesforce. The information is segmented  based on readers' persona. This will reduce clutter and help readers better understand integration requirements. As a result, readers should be able to configure templates without any help from DBSync support team. 
   1. Customer Integration: The customer integration data flow constitutes retrieving data from the Customer object of ChannelAdvisor and integrating with it Salesforce as Accounts.
   2. Contact Integration: The contact integration data flow constitutes retrieving data from the Contact object of ChannelAdvisor and integrating it with Salesforce as Contacts.
   3. Item Integration: The item integration data flow constitutes retrieving data from the Item object of ChannelAdvisor and integrating it with Salesforce as Products.
   4. Invoice Integration: The invoice, and its line items, integration data flow constitutes retrieving data from the Invoice object of ChannelAdvisor and integrating it with Salesforce as the Opportunity and its line items.
   5. Payment Integration: The payment integration data flow constitutes retrieving data from Invoice/payment details object of ChannelAdvisor and integrating it with Salesforce as Receivables.

To facilitate the data flow between Salesforce and ChannelAdvisor, a user has to do the following:

• • Have a valid license to DBSync ChannelAdvisor and Salesforce connector.
  • Have a valid username, password, Account ID and application ID to access ChannelAdvisor web service.
  • Have a valid username, password of the Salesforce production instance.
  • The connections must be rightly configured to the respective applications via connector page of this standard template provided by DBSync.

1. Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & ChannelAdvisor respectively. Populate user registration form to complete registration.
2. An email will trigger from dbsync-notification@mydbsync.com to the registered Email ID. Click on the activation link to activate your DBSync account
3. Login to your DBSync account. Click on template library and import the Salesforce & NetSuite - Bidirectional Integration template to your workspace.
4. Clicking on "Launch Development studio" will redirect the user to connectors landing page. Configure Salesforce and ChannelAdvisor connectors respectively by following the steps as listed in the link ChannelAdvisor Connector.
5. Now, run the integration by following the steps listed in the following section "Running The Integration".

DBSync integration of Salesforce & ChannelAdvisor can be triggered by:

1. Clicking on "Run Now" button from process listing page of DBSync.
2. Using "DBSync scheduler".

Clicking on "Run Now" button from DBSync platform

The user has to login to DBSync with his/her valid credentials and hit the "Run Now" button from the process listing page or from the workflow listing page. 

Using DBSync Scheduler 

• Scheduler available in DBSync account can be used to schedule the integrations. Details pertaining to usage of DBSync scheduler is available from the, http://help.mydbsync.com/docs/display/dbsync/Scheduler, link.