DBSync Cloud Workflow (iPaaS)

2022

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Overview
Data Flow
Process Map
Pre-requisites for Integration
DBSync package (DBSync GreatPlains Integration) Installation in Salesforce
Install & Configure eConnect Proxy Service
DBSync Profile Setup
DBSync Installation
DBSync Configuration with Salesforce & Great Plains
Running the integration

Overview


DBSync for Salesforce & Microsoft Dynamics Great Plains Integration is an easy to use application to integrate Salesforce Accounts/Contacts, Products and Opportunity with GP Customers, Items and SOP Transactions respectively. DBSync is also useful in migrating historical GP data into Salesforce or vice versa. DBSync provides Bi-directional sync with pre-built field to field map along with flexibility for more complex and dynamic mapping capability.

Data Flow


Data flow of Bi-directional integration between Salesforce & Microsoft Dynamics GP is shown in the below table.

Process Map


Process Map of Bi-directional integration between Salesforce & Microsoft Dynamics GP is shown in the below image.

Pre-requisites for Integration

In order to ensure that DBSync is configured to integrate data between Salesforce and Microsoft Dynamics GP instance, the following should be ensured.

  • Microsoft.net Framework 4.0 and above.
  • eConnect Service Pre-Installed with your GP software.
  • Setup and Configuration of eConnect Runtime Service for the Domain and User accessing GP database.

DBSync package (DBSync GreatPlains Integration) Installation in Salesforce


  • Once you click on the above link, you will get a prompt to enter Username and Password of Salesforce instance. Provide the necessary Salesforce credentials to proceed with the package installation. The Salesforce user installing the package should have the administrative privileges to proceed with the installation.
  • Next you will see the Package Installation Details & Components. Click on Continue to Approve Package API Access, Choose Security Level and complete Installation.
  • Verify if the package installation was completed successfully and check for the 'Deployed' status of the DBSync Invoices object.
  • Go to Setup > Create > Custom Objects menu to verify if the "Invoices" object has Deployed status. If it is not, click edit button adjacent to the Invoice object, and mark Deployed as checked, and click on 'Save' button.
  • Follow the next steps to include DBSync fields into Page Layout.
  • Go to Setup > Customize > Account > Page Layout. Click on edit and drag 'GPCustomerID' field on the page layout. Save the Account Page Layout.
  • Go to Setup > Customize > Contact > Page Layout. Click on edit and drag 'GPContactID', 'UniqueContactID' fields on the page layout. Save the Contact Page Layout.
  • Go to Setup > Customize > Opportunities > Page Layout. Click on edit and drag 'DOC ID', 'Doc Number', 'GPTransaction', ' GPTransactionID',' TransactionType' and ' Primary Contact' fields on the Page Layout.
  • Go to Setup > Customize > Opportunities > Opportunity Products. Click on edit and drag 'GP TransactionID' field on the Page Layout.
  • Click on Related List and drag Invoices object to the Page Layout.
  • Click on the setup icon on the Invoices object in the Related List Section and hit 'edit properties' button. Select columns Invoices, Invoice number, Total Invoice Amount, Payments, Balance, Days Outstanding, and Transaction Date. See the below screenshot for the columns order.



  • After completing the process of adding all the necessary fields to the Opportunity page layout, click on the Save button on the top left had corner of the Opportunity Page Layout window to commit all the changes.
  • Go to Setup > Customize > Opportunities > Fields, and under Opportunity Custom Fields & Relationships section, click on New button to create a new custom field of Data Type "Auto Number" in Opportunity page layout with the following parameters.
    • Field Label : Auto Doc Number
    • Display Format : DBSYNC{000000}
    • Starting Number : 1
    • Field Name : Auto_Doc_Number
  • Click on Next and make sure all the check boxes under Visible column are checked. Once done, click on Next and make sure Opportunity Layout is marked as checked on the subsequent page and click Save to commit all the changes.
  • Go to Setup > Customize > Product > Page Layout to move 'GPProductID, 'Location Code, 'Product Type' and 'Unit Of Measurement', 'PriceLevel', 'Class ID' and 'Currency ID' field to the Product layout.
  • At this point, you have successfully completed configuration of your Salesforce instance for integration with Great Plains.

Install & Configure eConnect Proxy Service

  •  In order to establish connection between DBSync application and GreatPlains, you will need to download the eConnect Proxy Service from the below location.

http://www.mydbsync.com/dbsync2download/currentrelease/gp2010/eConnectProxyService.zip

  • Once the file is downloaded, extract the contents of the file to any desired download location.

Note: The extract of the file contains two versions of eConnect Proxy service, eConenctProxy.exe for GP 2010 and eConnectProxy12.exe for GP 2013x.

  • Once the right version of the eConnectProxy file is extracted, install the eConnectProxy Service using windows installutil utility.
  • If the eConenctProxy is extracted to location "c:\ep\eConnectProxy12.exe", then navigate to Microsoft.net framework location and run the following command from the elevated command prompt window on your windows or windows server operating system.
 C:\Windows\Microsoft.NET\Framework\v4.0.30319> installutil c:\ep\eConnectProxy12.exe
  • Once you run the command, you will see a message in the command prompt as shown below acknowledging that the service has installed successfully.
  • If for some reason, the service was not successfully installed, you can verify the error log details in the file eConnectProxy12.InstallLog or eConnectProxy.InstallLog files.

Note: Following are some of the known issues working with installtuil utility for any file downloaded from the internet and resolution steps to avoid / prevent them.

  • If you are getting an error with regards to file permissions, right click on the eConenctProxy.exe file and click on UnBlock as shown below.

DBSync Profile Setup


  • Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & Microsoft Dynamics GP respectively.

DBSync Installation

It is necessary that on premise version of DBSync is used for Salesforce and Great Plains Integration. In order to use DBSync On Premise, DBSync should be installed locally and DBSync Account should be switched to On Premise from On Demand.
The process of installing DBSync is explained in the below link.
http://help.mydbsync.com/docs/display/dbsync/DBSync+On-Premise+Installation
The process of switching DBSync Account from On Demand to On Premise is explained in the below link
http://help.mydbsync.com/docs/display/dbsync/DBSync+On+Demand+to+On+Premise

DBSync Configuration with Salesforce & Great Plains


  • Login into www.mydbsync.com with your Username & Password.



  • Once logged in, click on MyHome from the menu and click on Launch button as show.


  • Once launched, you will be redirected to DBSync console page in the next tab.
  • Click on manage > edit to navigate to adapter configuration page as shown.



  • Click on edit link for the respective adapter to add required credentials as shown below.



For GreatPlains
eConnectPort : 18888
Datasource : DESKTOPUSERNAME\MSSQLSERVER
Dbname : <<GreatPlains Company Database name >>

  • Click on Validate to validate your GreatPlains adapter.



  • Click on edit link for the Salesforce adapter to enter in Salesforce credentials as shown

For Salesforce
Username : <<Salesforce Username>>
Password : <<Salesforce password>>
Endpoint : https://salesforce.com/services/Soap/u/20.0
Note: For Sandbox, replace the default endpoint URL with the following link.
https://test.salesforce.com/services/Soap/u/20.0
Make sure to add the Salesforce security token after entering the password.

  • Click on Save Properties button and then on Validate to validate your Salesforce credentials.

Running the integration


DBSync integration for Salesforce & Great Plains can be run automatically using Scheduler or manually using the Run Button.
The detailed process of using Scheduler to run the integration is shown in the below wiki link.
http://help.mydbsync.com/docs/display/dbsync/Scheduler
Using the Run button to run the integration manually is explained below.

  • Upon successful validation of your adapters, you can proceed to the Process Builder console either by double-clicking on the PDL on the right-hand column of DBSync console or by right-clicking and selecting the option Open. The below screenshot illustrates the same.



  • The process builder page opens up. Before you can initiate the integration, select the Log level as All from the drop down and click Save button as highlighted in the below screenshot. Now click on Run button to start the integration process.


  • The various boxes with connection established between each one of them are referred to as "STATES" or "WORKFLOWS". Each of these workflows can be activated or de-activated based on the requirement. These workflow rules can be activated by having their respective checkboxes checked.



  • Once you have activated the necessary WORKFLOWS, click on the save button to save the configuration before initiating the integration Process.
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