Page History

...

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 the integration requirements. As a result, readers should be able to configure templates without any help from the DBSync support team. 

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

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

   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 the QuickBooks platform to ChannelAdvisor. The information is 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 Integration: The customer integration data flow constitutes retrieving data from the Customer object of QuickBooks and integrating it with ChannelAdvisor as AccountsChannels.
   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.
   6. Orders.
      
      

...

1. Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are ChannelAdvisor & QuickBooks respectively. Populate the registration form to complete registration.
2. An email will be triggered 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 ChannelAdvisor & QuickBooks - Bidirectional Integration template to your workspace.
4. Clicking on "Launch Development studio" will redirect the user to connectors landing page. Configure ChannelAdvisor and QuickBooks connectors respectively by following the steps listed in the link QuickBooks Connector.
5. Now, run the integration by following the steps listed in the following section - "Running The Integration".

...

DBSync integration of ChannelAdvisor & QuickBooks can be triggered by:

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

...