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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 & Microsoft Dynamics GP 
Running the integration

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Overview


DBSync for Salesforce & Microsoft Dynamics GP 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.

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Data Flow


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

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Process Map


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

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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.

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  • Setup and Configuration of eConnect Runtime Service for the Domain and User accessing GP database.

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DBSync package (DBSync GreatPlains Integration) Installation in Salesforce

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  • At this point, you have successfully completed configuration of your Salesforce instance for integration with Microsoft Dynamics GP.

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Install & Configure eConnect Proxy Service

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

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  • 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.

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DBSync Profile Setup


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

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DBSync Installation

It is necessary that on-premise version of DBSync is used for Salesforce and Microsoft Dynamics GP 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://help2.mydbsync.com/docs1/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://help2.mydbsync.com/docs1/display/dbsync/DBSync+On+Demand+to+On+Premise
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DBSync Configuration with Salesforce & Microsoft Dynamics GP

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

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  • You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill in the Salesforce Username, Password & Security Token for your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the details in Validation Errors section and make the necessary changes in Advanced Properties and click on Validate Connection again.

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Running the integration


DBSync integration for Salesforce & Microsoft Dynamics GP 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://help2.mydbsync.com/docs1/display/dbsync/Scheduler

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