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When an existing transaction - like Invoice , or sales order - is updated with the new transaction details, such transactions are termed as Recurring Transaction. This module explains the a step-by-step process involved in DBSync integration of while integrating DBSync with Salesforce Opportunities as Recurring Transactions into accounting systems like QuickBooks and Great Plains.

Most of the steps are involved with Salesforce - like enabling schedules for opportunity line items, installing DBSync Recurring Transactions Package and, scheduling an apex class. After making all the necessary changes in Salesforce, DBSync must be enabled with Recurring Transactions mapping to run an integration, to . This will successfully sync Salesforce Opportunity as Recurring Transaction into Accounting System.

Key Benefits:
Integrate Salesforce Opportunity as Recurring Transactions into Accounting System.

Requirement:
Salesforce Adapter.
QuickBooks Adapter.
Great Plains Adapter.

Provider:
DBSync for QuickBooks/Great Plains. 

• Login to Salesforce using admin credentials.

• Go to user menu > Setup > Customize > Products > Schedule Setup.

• Enable the ability to create schedules on products Products by enabling Quantity and Revenue Schedules as shown in the image below image.

• Go to User menu > Opportunities > Page Layouts > Drag 'IsRecurring' & and 'Next Sync On' to DBSync section > Save the changes.

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https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t50000000PsN0&crc=1

• Login to Salesforce using admin Admin credentials. Package Installation Details will be displayed. Click on continue to proceed.

• Approve Package API Access and then click on next Next.

• Security level must be selected to grant access and then click on next . Click Next to proceed.

• The package is ready to be installed. Click Install to install.

• Install complete message will be displayed which confirms . This will confirm that DBSync Recurring Transactions package is installed.

• Go to Username > Develop > Apex Classes > Schedule Apex to implement the schedulable schedule able interface to be automatically executed on a weekly or monthly interval.

• Enter the record details as mentioned below and click on "Save" button.

1. Job Name > Recurring Transactions.
2. Apex Class > select the class DBSyncProductSchedule.
3. Select Weekly Frequency and select all the days. As a result, so that the Schedule would will run every day and . Next, set your Opportunity to sync with your Accounting System when it syncs using DBSync.
4. Set the Start and End Date as per the requirement. Set the "Preferred Start Time" as 1 AM.
5. Save the record.
6. To ensure the schedule is set, and is in the Queue, Go to User menu > Setup > Administration Setup > Monitoring > Scheduled Jobs. You will see the schedule listed in on the page.

• Note: Administrator Rights is required to perform the above steps. 

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• Login to DBSync to access DBSync Mapping. To know about DBSync Mapping in detail, please refer all the sections under Platform of DBSync wiki in the below link. by clicking on the  http://help2.mydbsync.com/docs1/display/dbsync/iPaaS link.

• Enable the mapping for the required transaction and save the mapping before running the integration.

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It is also necessary that Salesforce opportunity Opportunity is created with the right parameters to sync Recurring Transactions into Accounting Systems.

• Items with Schedules, for the date specified in Next Sync On would , will be pushed in to your transactions in Accounting System. Line Items without schedules will not be pushed into your Accounting System.

• If you want to remove the recurring feature for the an Opportunity then, then please  uncheck the field "IsRecurring" in the Opportunity.