DBSync Cloud Workflow (iPaaS)

2022

Page tree

Versions Compared

Old Version 65

changes.mady.by.user Tushar Singh

Saved on

compared with

New Version 66

changes.mady.by.user Avinash Rao

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Go to www.mydbsync.com & register for Free Trial. Ensure that Source and Target Adapters are Salesforce and QuickBooks Online respectively.
  2. Login using to DBSync account. Go to Company tab. Click on edit to view DBSync's Org Properties. Click on edit and replace the existing URL with https://dbsync01.appmashups.com/qboev3/login.m.
  3. Go to Process Template tab on DBSync's home page and click on SalesforceQuickBooksOnline:BiDirectional to include process template for Bi-directional Integration of Salesforce & QuickBooks Online.
  4. Click on Launch on My Home tab. You will see Project page on the next tab of your browser.
  5. Click on Projects on the left panel. Then, click on the project SalesforceQuickBooksOnline:BiDirectional.
  6. Click on Connectors. You will see Salesforce & QuickBooks Online connectors. These connectors need to be configured as follows:
  7. Click on Salesforce Connector. Select appropriate End Point under Quick Setup tab. Click on Connect to Salesforce. This will take you to Salesforce login page. Enter your Username & Password to login into Salesforce. Once you login, your Salesforce connector will be connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect in Quick Setup tab. Then, connect using the required Salesforce credentials.
  8. You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties. Fill in the Salesforce Username, Password and, Security Token for your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Review details in Validation Errors section and make the necessary changes in Advanced Properties. Then, click on Validate Connection again.
  9. Click on QuickBooks Online Connector. Then, click on the link Connect to QuickBooks. Sign into QuickBooks online to authorize DBSync Salesforce Integration for QuickBooks to connect to Intuit.
  10. You can also connect to QuickBooks Online using Advanced Properties tab in QuickBooks Online Connector Settings.
  11. Go to Advanced Properties. Enter following details - Application OAuth Key, Application OAuth Secret, User OAuth Key, User OAuth Secret, Realm Id, Datasource, OAuth Last Updated, OAuth URL.
  12. Click on Save to save the settings. Click on Validate Connection to confirm that the QuickBooks Online connections settings are valid.

...