DBSync Cloud Workflow (iPaaS) : Getting started with DBSync_

Created by Vishwanath B, last modified on Apr 28, 2014
  1. Register for Free Trial of Salesforce & QuickBooks:

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

  1. Include ServiceMax Process Template to 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.

  1. Install DBSync Package into ServiceMax Salesforce instance:

This topic is explained in detail at the end.

  1. Configure DBSync with QuickBooks Web connector:

Steps involved in configuration is available in the below wiki link
http://help.mydbsync.com/docs/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector

  1. Run Integration using QuickBooks Web Connector:

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.



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