DBSync Cloud Workflow (iPaaS)

2022

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  1. Data flow from ChannelAdvisor to QuickBooks: This section explains the data flow from ChannelAdvisor to QuickBooks platform. The information is segmented  based on readers' persona. This will reduce clutter and help readers better understand integration requirements. As a result, readers should be able to configure templates without any help from DBSync support team. 

    1. Account Integration: The customer integration data flow constitutes retrieving data from the Account object of ChannelAdvisor and integrating it with QuickBooks as customers.

    2. Contact Integration: The contact integration data flow constitutes retrieving data from the Contact object of ChannelAdvisor and integrating it with QuickBooks as Contacts.

    3. Product Integration: The product integration data flow constitutes retrieving data from the Product object of the ChannelAdvisor and integrating it with QuickBooks as Items.

    4. Opportunity Integration: The opportunity integration data flow constitutes retrieving data from the Opportunity object of ChannelAdvisor and integrating it with QuickBooks as Invoices.

  2. Data flow from QuickBooks to ChannelAdvisor: This section explains the data flow from QuickBooks platform to ChannelAdvisor. The information is segmented based on readers' persona. This will reduce clutter and help readers better understand integration requirements. As a result, readers should be able to configure templates without any help from DBSync support team.
    1. Customer Integration: The customer integration data flow constitutes retrieving data from the Customer object of QuickBooks and integrating it with ChannelAdvisor as Accounts.
    2. Contact Integration: The contact integration data flow constitutes retrieving data from the Contact object of QuickBooks and integrating with it ChannelAdvisor as Contacts.
    3. Item Integration: The item integration data flow constitutes retrieving data from the Item object of QuickBooks and integrating it with the ChannelAdvisor as Products.
    4. Invoice Integration: The Invoice and its line items integration data flow constitutes retrieving data from the Invoice object of QuickBooks and integrating it with the ChannelAdvisor as the Opportunity and its line items.
    5. Payment Integration: The payment integration data flow constitutes retrieving data from the Invoice/payment details object of QuickBooks and integrating it with the ChannelAdvisor as Receivables.

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