DBSync Cloud Workflow (iPaaS)

2022

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Introduction

  1. The purpose of Migration is to migrate the user's historical data on a single integration run.
  2. Update functionality has been provided to make sure that the records are updated both in QuickBooks as well as Salesforce.
  3. The following section gives you step by step instructions to initiate the migration of your Quickbooks records into Salesforce objects using Salesforce & Quickbooks Bidirectional Process Template.
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QuickBooks to Salesforce Migration Process

  1. Go to www.mydbsync.com and click on Customer Login.
  2. Enter your Username and Password and click on Sign in.
  3. Click on Launch to check if Salesforce & QuickBooks Bidirectional Process Template is added in the profile.
  4. If Salesforce & QuickBooks Bidirectional Process Template is not included in the profile, go back to home page and then Click on Process Template to see the list of process templates.
  5. Click on SalesforceQuickBooks:Bidirectional to add this template in the profile.
  6. Click on Launch, DBSync Projects page will be displayed in the next tab.
  7. Click on Projects > SalesforceQuickBooks:Bidirectional > Connectors.
  8. Configure DBSync with QuickBooks Web connector. The detailed step by step process of configuration is shown in the following link.  Configuring DBSync with QuickBooks Web Connector.
  9. Based on the requirement appropriate steps must be enabled before running the integration.
  10. To migrate QuickBooks Customer to Salesforce Accounts, click on Processes > SalesforceQuickBooks:Bidirectional > turn on CustomerToAccount work flow. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.
  11. To migrate QuickBooks Items to Salesforce Products, click on Processes > SalesforceQuickBooks:Bidirectional > turn on ItemServiceToProduct work flow. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.
  12. To migrate QuickBooks Invoice to Salesforce Opportunity, click on Processes > SalesforceQuickBooks:Bidirectional > turn on InvoiceToOpportunity work flow. In the “Last Success Run” edit the date from when you want to Migrate the data and Click on Save.
  13. Similar procedure can be followed to migrate Items belonging to Item types Inventory, Non-Inventory, Discount, Other Charge and Sales Tax and the transactions of type Estimate, SalesOrder, SalesReceipt and CreditMemo.