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Overview

DBSync for Salesforce & Microsoft Dynamics Great Plains 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

• Integration of Salesforce to GP SOP transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.

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• GP to SF integration is based on the time stamp. GP entity that is newly created or modified will be picked to sync into Salesforce.

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DBSync package (DBSync GreatPlains Integration) Installation in Salesforce

• Install the DBSync Salesforce package for Salesforce & Great Plains integration solution from the AppExchange using the following link. https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t9000000094vw&crc=1

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• At this point, you have successfully completed configuration of your Salesforce instance for integration with Great Plains.

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Configure Great Plains for DBSync Integration

• Install and setup Microsoft Dynamics GP 10.0 or higher.

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• Install and setup eConnect Runtime for the Domain user accessing Great Plains and SQL Server.

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DBSync Profile Setup

• Go to mydbsync.com & register for Free Trial.

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• DBSync account is created with Salesforce & Great Plains adapters for a trial period.

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DBSync Installation

It is necessary the on premise version of DBSync is used for Salesforce and Great Plains 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://help.mydbsync.com/docs/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://help.mydbsync.com/docs/display/dbsync/DBSync+On+Demand+to+On+Premise

DBSync Configuration with Salesforce & Great Plains

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

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Running the integration

DBSync integration for Salesforce & Great Plains 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://help.mydbsync.com/docs/display/dbsync/Scheduler
Using the Run button to run the integration manually is explained below.

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