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DBSync for ChannelAdvisor & Salesforce integration template is an easy to use integration solution. It seamlessly integrates Channeladvisor Channel, Order and Product with Salesforce Accounts, Order, Opportunity, Product , Opportunity and vice-versa. DBSync provides bi-directional sync between Salesforce and ChannelAdvisor with the pre-built field-to-field mappings along with flexibility for more complex and dynamic mapping capabilities. DBSync's automatic online updates enable customers to enjoy all the product updates, and features, effortlessly with every new release.

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

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

    2. Contact Integration: The contact integration data flow constitutes retrieving data from the Contact object of Salesforce and integrating it with ChannelAdvisor as Contacts.
    3. Product Integration: The product integration data flow constitutes retrieving data from the Product object of the Salesforce and integrating it with ChannelAdvisor as ItemsProducts.

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

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

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ChannelAdvisor

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to Salesforce - Field Mapping

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Prerequisites For Integration

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    • Have a valid license to DBSync ChannelAdvisor and Salesforce connector.
    • Have a valid username, password, Account ID and application ID to access ChannelAdvisor web service.
    • Have a valid username, password of the Salesforce production instance.
    • The connections must be rightly configured to the respective applications via the connector page of this standard template provided by DBSync.

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Getting Started With DBSync

  1. Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & ChannelAdvisor respectively. Populate user registration form to complete registration.
  2. An email will trigger from dbsync-notification@mydbsync.com to the registered Email ID. Click on the activation link to activate your DBSync account
  3. Login to your DBSync account. Click on the template library and import the Salesforce & NetSuite - Bidirectional Integration template to your workspace.
  4. Clicking on "Launch Development studio" will redirect the user to the connectors landing page. Configure Salesforce and ChannelAdvisor connectors respectively by following the steps as listed in the link ChannelAdvisor Connector.
  5. Now, run the integration by following the steps listed in the following section "Running The Integration".

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DBSync integration of Salesforce & ChannelAdvisor can be triggered by:

  1. Clicking on the "Run Now" button from the process listing page of DBSync.
  2. Using "DBSync scheduler".

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