DBSync Cloud Workflow Integration

To run the integration manually, follow the steps below:

1. Login to DBSync through the URL- "https://www.mydbsync.com/" 

2. Login to the DBSync Cloud Workflow account.
   

3. In the case of QuickBooks, the Desktop user can go to the web connector to run to schedule the sync. For, Cloud-based application we can use the DBSync scheduler to Schedule the sync.

4. Once logged in, click on Development Studio and go to the DBSync Project page.

5. "Connector"- If there is a need to re-connect then go to connectors and then validate or reconnect. For more details of the connector page sees the note section below.

   Click on to "Create New Connector" and enter a preferred name and "Select Connector Type" option from the drop-down menu and save.

   1.  "Edit"- Enter the Connector details like End Point, End Point URL, Files, and Versions, etc. Click on validate Connection and Save.
   2. "Delete"- To Delete the Connector and all of its components from the system. Once deleted, a user will not be able to recover connector details, or any of its components, from the system.
   3. Once, Connector validation successful, then click on Processes. Select the process from the list and click on edit.
6. "Project" - Click on edit to go to the Processes.
   1. Note:  Read more in details about the project click on this link: Projects
7. "Processes"- Run the current process, or select the correct process to go to the workflow.
   
   1. Note:  Read more in details about processes click on this link: Process
8. "Workflows" - If needed change the status from on and off if required and click on edit to change the workflow.
   1. Note: Read more in details about workflows click on this link: WorkFlow 
      
9. If anything needs to change then go the trigger and rule section. 
   1. "Trigger" - Read more in details about trigger click on this link: Trigger  
   2. "Rule" -Read more in details about rule click on this link: Rules
10. Run Now: Click on Run Now to start the Workflow process.
11. "Logs"- Once the sync runs, it can be monitored via logs and the user can download the logs in case of any errors. For any queries to reach out to the DBSync support team.
    1. Note: Read more in details about logs click on this link: Logs
12. Scheduler - For, rest of the Cloud-based application  
    1. Note: Read more in details about Scheduler click on this link: Scheduler