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Update Salesforce Password & Security Token in DBSync

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1. For uninterrupted integration, update Password in DBSync setup when Password in Salesforce changes. In addition to this, update the New Security Token. If the Salesforce Password or Security Token is incorrect, integration will be unsuccessful. Follow the steps listed below to update Salesforce Password and Security Token.
2. Open www.mydbsync.com

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1. . Hover over My Account. Click on Customer Login

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1. .
2. Enter your DBSync Username and Password

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1. . Click on Sign in.
2. Once logged in,

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1. to navigate to DBSync

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• Select the 'Quick Start' link for your Integration profile.

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• This would open up a pop-up window with the screen similar to the one shown below. This screen provides you the step-by-step process of configuring your DBSync setup for performing the sync.

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• Please enter your Salesforce Username and Password, make sure you enter your Salesforce Security Token at the end of the password. If you are using Sandbox, provide your Sandbox Username & Password and modify the endpoint as https://test.salesforce.com/services/Soap/u/14.0 and click on Validate Button.

Note:

You cannot move into the next step unless above step is completed. You need to pass the connection validation for the details provided for the adapter. You can click on 'Validate' button on the inner screen to validate the connectivity with your instance.

• QuickBooks must be accessed as admin and should be in single user mode. You can retrieve full path / location of your Quickbooks file by pressing 'F2' key on your keyboard when in Quickbooks 'Home' page as shown below.

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• Go back to DBSync Quick Start, under your QuickBookAdapter screen, enter Full path to your QuickBooks file on your desktop. And click on Save Properties. Once save message is displayed click on "Configuration Link".

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• Once you click on Configuration Link, a pop-up box will appear. Select QuickBooks web connector from the drop down and click on OK button.The pop-up box varies with browser as shown in the screenshot below

FIREFOX

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• Click "OK" on the Authorization screen.

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• Select the option "Yes, Always; allow access even if QuickBooks is not running" and click on Continue.

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• Click on "Done".

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• Once you click on Done, the DBSync integration profile will be added to your Quickbooks Web-Connector as shown below. Once the profile is added to the web-connector, add the DBSync account password in the highlighted section of the Web-Connector.

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1. project page, click on Development Studio on My Home tab.
2. Click on the Project and select the required project. Click on the Connectors button on the left panel.
3. You will see a list of Salesforce and QuickBooks connectors.
4. 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 and Password to login into Salesforce. Once you login into Salesforce, your Salesforce connector will be connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect on the Quick Setup tab. Then, connect using the required Salesforce credentials.
5. 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 of 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 the Validation Errors section and make the necessary changes in Advanced Properties. Click on Validate Connection again.