Introduction:
Data Flow & Process Map:
Getting started with DBSync:
Install DBSync Package into ServiceMax Salesforce instance:


Introduction:

DBSync for ServiceMax Salesforce & QuickBooks is an easy to use application to integrate ServiceMax Salesforce Accounts, Contacts, Work Orders & Work Details with Customers, Jobs, Invoice & Line Items of QuickBooks Desktop.
DBSync provides 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.
This user guide explains basics of integration like

Data Flow & Process Map:

ServiceMax Salesforce to QuickBooks Desktop (Unidirectional)

Salesforce

QuickBooks

Accounts / Contacts

Customer

Work Order & Work Details

Invoice & Invoice Line Items

Work Details

Items




Pre-requisites for Integration:

Integration dataflow is invoked provided the following fields in Salesforce are selected as mentioned in the below table.
It is mandatory that SF Work Order (to be integrated with QB Invoice) is associated with the respective SF Account & also should have work details attached to it for DBSync to invoke integration.

SF Object

SF Field

Field Value

Work Order

Generate

Invoice

Work Order

Order Status

Closed

Work Details

Record Type

Usage/Consumption

Work Details

Is Billable

?


Salesforce to QuickBooks – Field Mapping:

Salesforce

QuickBooks

Salesforce Object / Field

QuickBooks Entity

Accounts

Customers

Name

Name

Billing Address

Bill To

Shipping Address

Ship To

Phone

Phone

Fax

Fax

Contacts

Customers / Jobs

Name

Contact Name

First Name

First Name

Last Name

Last Name

Email

Email

Work Order & Work Details

Invoice & Invoice Line Items

Work Order Number

Job Name

Work Detail Part

Invoice Item Name

Work Detail Line Price Per Unit

Invoice Item Rate

Work Detail Line Qty

Invoice Item Quantity

QB Invoice Date

Invoice Date

Work Detail Work Description

Invoice Item Description

Work Details

Service Items

Work Detail Part

Item Name

Work Detail Work Description

Item Description

Work Detail Line Price Per Unit

Rate


Getting started with DBSync:

Go to www.mydbsync.com, click on Register for Free Trial to register for DBSync Account. 

Login to your DBSync Account, go to process template tab, click on ServiceMaxQuickBooks:UniDirectional to include the template to your account. Go to My home tab & click on Launch, you will find the new ServiceMax process template. 

This topic is explained in detail at the end. 

Steps involved in configuration is available in the below wiki link

http://help.mydbsync.com/docs/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector

Use QuickBooks Web connector to run integration by selecting the right application in Web Connector

Update Selected helps to initiate sync manually where as Auto-Run is used to schedule integration.




Install DBSync Package into ServiceMax Salesforce instance:

DBSync Package ServiceMax Accounting Integration is installed in ServiceMax Salesforce Instance. Pre-requisites and the steps involved in installation are explained in this section.

Pre-requisites:
Package "ServiceMax", Version 14.10000 or later must be installed in Salesforce Instance to install DBSync Package "Service Max Accounting Integration".

Installation Steps:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000TUr5












Accounting Id:
Accounting Id is the unique Id for a record in QuickBooks. After successful integration, Accounting Id is updated in Salesforce for every record that has been synced.
Generate:
Generate field is a picklist field to flag Work Order either Invoice or None. By default the value of Generate field will be blank. It is necessary that Generate field is selected Invoice for successful generation of Invoice in QuickBooks during DBSync Integration.
Invoice Date:
Invoice Date is a formula field to display the date on which the Work Order is flagged as Invoice to Sync as QuickBooks Invoice.
Sync Error:
Sync Error is an error from QuickBooks which gets updated in Salesforce for every record that has failed to sync. Sync Error briefly describes the reason for failure of sync.