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Overview

DBSync for Microsoft CRM, Dynamics 365 & QuickBooks Integration is an easy to use application. It integrates Microsoft CRM Accounts, Products, Opportunity, Orders, Invoice with QuickBooks Customers, Items, Job, Sales Order & Invoice.

DBSync provides Bi-directional sync with a pre-built field-to-field mappings along with the flexibility to develop complex and dynamic mappings. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

It Uses OAuth protocol to connect to MS CRM. This makes it highly secure and easy to use.

Data Flow

The steps below will allow users to setup DBSync integration between MS CRM and QuickBooks.

General Steps:

1. Go to www.mydbsync.com and click on Customer Login.

2. Login to DBSync using the provided Username and Password.

3. Once logged in, users will be able to see the landing page. Click on the “Development Studio” button located on the top right side of the page.

4. The next page is a working environment for all DBSync Projects, Processes and Workflows.

5. From the list of “Projects”, click on the required project to work with.

6. Once in the Project list, users will be able to see the Processes available under the selected project.

7. Click on the “Connectors” from the Left Menu and configure the MS CRM connector using your Microsoft Account credentials. Click Save once its Authenticated.

8. Once authenticated, click on the available Process by clicking on the “Processes” link in the Left Menu.

9. On the processes page, users will see all the available “Workflows” for data integration.

Workflows:

1. Accounts to Customer: This workflow will be unidirectional. It will integrate data from MS CRM to QuickBooks. MS CRM Accounts will be integrated as QuickBooks Customers.

Steps:

Switch ON the Accounts to Customer workflow. Click on the Edit button placed alongside the workflow.
On the Edit screen, the Trigger section allows users to Query data from Source (MS CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
Once the mapping is finished, click on Save Workflow located on the Top Right side of the page.

2. Quote to Estimate: This workflow will be unidirectional. It integrates data from MS CRM to QuickBooks. MS CRM Quotes and Quotes Line Items will be integrated as Estimates and Line items in QuickBooks.

a. This Workflow also allows users to configure Rules to create Customers and Products in the same integration transaction.

Steps:

Switch ON the Quotes to Estimate workflow and click on the Edit button placed alongside the workflow.
On the Edit screen, the Trigger section allows users to Query data from Source (MS CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
Once the mapping is finished, click on Save Workflow located on the Top Right side of the page.

3. Order to Sales Order (QuickBooksD): This data flow will be unidirectional. It integrates data from MS CRM to QuickBooks. MS CRM Orders and Order Line items will be integrated as Sales Order and Sales Order Line Items in QuickBooks.

a. This Workflow also allows users to configure Rules to create Customers and Products in the same integration transaction.

Steps:

Switch ON the Order to Sales Order workflow and click on the Edit button placed alongside the workflow.
On the Edit screen, the Trigger section allows users to Query data from Source (MS CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

4. MS CRM Invoice to QuickBooks Invoice: This workflow will be unidirectional. It integrates data from MS CRM to QuickBooks. MS CRM Invoice and Invoice Line items will be integrated as Invoice and Invoice Line Items in QuickBooks.

a. This Workflow allows users to configure Rules to create Customers and Products in the same integration transaction.

Steps:

Switch ON the MS CRM Invoice to QuickBooks Invoice workflow and click on the Edit button placed alongside the workflow.
On the Edit screen, the Trigger section will allow users to Query data from Source (MS CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
Once the mapping is finished, click on Save Workflow located on the Top Right side of the page.

5. QuickBooks Payments to MS CRM Invoice: This workflow will be unidirectional. It integrates data from QuickBooks to MS CRM. QuickBooks Payments applied against the Invoice will be integrated as MS CRM Invoices/ Invoice Payments.

Steps:

Switch ON the QuickBooks Payments to MS CRM Invoice workflow and click on the Edit button placed alongside the workflow.
On the Edit screen, the Trigger section will allow users to Query data from Source (MS CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
Once the mapping is finished, click on Save Workflow located on the Top Right side of the page.

6. QuickBooks Items to MS CRM Products (Types = Inventory, Service, Non-Inventory): This workflow will be unidirectional. It integrates data from QuickBooks to MS CRM. QuickBooks Items will be integrated as MS CRM Products as flat structure.

Steps:

Switch ON the QuickBooks Items to MS CRM Products workflow process and click on the Edit button placed alongside the workflow.
On the Edit screen, the Trigger section will allow users to Query data from Source (MS CRM) and the Rule section allows users to configure the mappings for the target System (QuickBooks).
Once the mapping is finished, click on Save Workflow located on the Top Right side of the page.

Running the Sync.

QuickBooks Online: Integration can be initiated using “RUN NOW” button located alongside each workflow in DBSync or can be scheduled in DBSync Scheduler.
QuickBooks Desktop: Integration can be initiated or scheduled using QuickBooks Web connector.