- Go to My Home from top menu and Click on Launch Button in Console Area. You will be redirected to DBSync Integration Console; both the screenshots are displayed below.
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- Customer Login in www.mydbsync.com, then click on Launch to Access DBSync Integration Console.
Image Added - You will be redirected to DBSync console, select Process Template from top Menu to add a Process Template in DBSync Console. It will take you to Process Template Page.
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- Choose your process template according to the adapters you have. In this Demo I will be using "Salesforce & QuickBooks Bidirectional" Template. Click on View More Button In front of the Process Template and on the next screen click on Add Now Button.
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- Once the process is added, click on "Quick Start" Link in Profiles Section of DBSync Console. You will be presented with a new page to get you started with configurations for Integration.
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- Enter your login information in the properties window for Salesforce and click on validate button to validate the login credentials of Salesforce. Once you receive the message "Connection settings are valid" click on Continue button at the bottom. If you receive the message "Connection settings are invalid" then please check the followings
- Check whether User ID and Password for Salesforce is correct.
- Is there any invalid Network Access Settings.
- Make sure that security token is added in your password (for Salesforce Adapter)
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- Once you are done with the mappings go to your QuickBooks Web Connector by * Start?All_Programs?QuickBooks?Web Connector* and click on the password textbox for profile *dbsync2-SalesforceQuickBooksBiDirectional as highlighted below:
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{"serverDuration": 127, "requestCorrelationId": "bc7381f69a45fc2f"}