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DBSync for Salesforce & Microsoft Dynamics GP Integration is an easy to use application to integrate . It integrates Salesforce Accounts/Contacts, Products and Opportunity with GP Customers, Items and SOP Transactions respectively. DBSync is also useful in migrating historical GP data into Salesforce or vice versa. DBSync provides Bi-directional sync with pre-built field-to-field map mapping along with the flexibility for more complex and dynamic mapping capability.

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Data flow of Bi-directional integration between Salesforce & Microsoft Dynamics GP is shown in the table below table.
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Process Map of Bi-directional integration between Salesforce & Microsoft Dynamics GP is shown in the image below image.
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• Integration of Salesforce to GP SOP transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.

• It is mandatory that SF Opportunity (to be integrated with QB Invoice) is associated with the respective SF Account & also should have Products with Standard Price Book attached to it for DBSync to invoke integration.

• GP to SF integration is based on the time stamp. GP entity that is newly created or modified will be picked to sync into Salesforce.

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In order to ensure that DBSync is configured to integrate data between Salesforce and Microsoft Dynamics GP instance, user must meet the following requirements.

• Microsoft.net Framework 4.0 and above.

• eConnect Service Pre-Installed with your GP software.

• Setup and Configuration of eConnect Runtime Service for the Domain and User accessing GP database.

1. Install the DBSync Salesforce package for Salesforce &

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1. Microsoft Dynamics GP integration solution from the AppExchange using the following link

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1. - https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t9000000094vw&crc=1
2. Once you click on the above link, you will get a prompt to enter the Username and Password of Salesforce instance. Provide the necessary Salesforce credentials to proceed with the package installation. The Salesforce user installing the package should have the administrative privileges to proceed with the installation.
3. Next, you will see the Package Installation Details & Components. Click on Continue to Approve Package API Access, Choose Security Level and complete Installation.
4. Verify

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1. that the package installation

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1. is completed successfully

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1. . Check for the 'Deployed' status of the DBSync Invoices object.
2. Go to Setup

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1. > Create > Custom Objects menu to verify

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1. that the "Invoices" object has Deployed status. If it is not, click the edit button adjacent to the Invoice object

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1. . Mark Deployed as checked, and click on the 'Save' button.
2. Follow the next steps to include DBSync fields

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1. on the Page Layout.
2. Go to Setup

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1.  > Customize > Account > Page Layout. Click on

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1. Edit and drag the 'GPCustomerID' field on the page layout. Save the Account Page Layout.
2. Go to Setup

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1.  > Customize > Contact > Page Layout. Click on

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1. Edit and drag 'GPContactID', 'UniqueContactID' fields on the page layout. Save the Contact Page Layout.
2. Go to Setup

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1.  > Customize > Opportunities > Page Layout. Click on

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1. Edit and drag 'DOC ID', 'Doc Number', 'GPTransaction', ' GPTransactionID',' TransactionType' and ' Primary Contact' fields on the Page Layout.
2. Go to Setup

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1.  > Customize > Opportunities > Opportunity Products. Click on

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1. Edit and drag the 'GP TransactionID' field on the Page Layout.
2. Click

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1. to Related List and drag Invoices object to the Page Layout.
2. Click on the setup icon on the Invoices object in the Related List Section and

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1. click the 'edit properties' button. Select columns Invoices, Invoice number, Total Invoice Amount, Payments, Balance, Days Outstanding, and Transaction Date.

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1. After completing the process of adding all the necessary fields to the Opportunity page layout, click on the Save button on the top left

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1. -hand corner of the Opportunity Page Layout window to commit all the changes.
2. Go to Setup

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1.  > Customize > Opportunities > Fields. Under the Opportunity Custom Fields & Relationships section, click on the New button

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1. . Create a new custom field of Data Type "Auto Number"

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1.  on the Opportunity page layout with the following parameters.
   1. Field Label: Auto-Doc Number
   2. Display Format: DBSYNC{000000}
   3. Starting Number: 1
   4. Field Name: Auto_Doc_Number
2. Click on Next and make sure all the

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1. checkboxes under the Visible column are checked. Once done, click on Next and make sure Opportunity Layout is marked as checked on the subsequent page

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1. . Click Save to commit all the changes.
2. Go to Setup

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1.  > Customize > Product > Page Layout to move 'GPProductID, 'Location Code, 'Product Type' and 'Unit Of Measurement', 'PriceLevel', 'Class ID' and 'Currency ID' field to the Product layout.
2. At this point, you have successfully completed the configuration of your Salesforce instance for integration with

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1. Microsoft Dynamics GP.
   

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• Install and setup Microsoft Dynamics GP 10.0 or higher.

• Install and setup SQl Server Management Studio.

• Install and setup eConnect Runtime for the Domain user accessing Great Plains and SQL Server.

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1. Install the eConnectProxy Service using windows installutil utility.

2. Navigate to Microsoft.net framework location and run the following command - from the elevated command prompt window on your windows or windows server operating system C:\Windows\Microsoft.NET\Framework\v4.0.30319> installutil C:\DBSync_CloudWorkflow_V4.6.5\exe\eConnectProxy18.exe

   Note
   eConnectProxy18.exe being the latest version. Please select appropriate eConnectProxy file based on eConnect setup on the server

3. Once you run the command, you will see a message in the command prompt as shown below, acknowledging that the service has installed successfully.

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• If for some reason, the service is not successfully installed, verify the error log details in the file eConnectProxy12.InstallLog or eConnectProxy.InstallLog files.
• Note: The Following are some of the known issues working with installtuil utility for any file downloaded from the internet and resolution steps to avoid/prevent them.
• If you are getting an error with regards to file permissions, right-click on the eConenctProxy.exe file and click on UnBlock as shown below. 
  
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• Go to www.mydbsync.com & register for Free Trial.

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• Ensure  Ensure that Source & Target Adapters are Salesforce & Microsoft Dynamics GP respectively.

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• Authentication e-mail will be sent to your email address. Click on the link in the authentication e-mail and enter the user name and password mentioned during registration.

• DBSync account is created with Salesforce & Great Plains adapters for a trial period.

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It is necessary that the on-premise version of DBSync is used for Salesforce and Great Plains Microsoft Dynamics GP Integration. In order to use DBSync On Premiseon-premise, DBSync should be installed locally and DBSync Account should be switched to On Premise from On Demand.
The on-premise from on-demand.
To review the process of installing DBSync is explained in the below link.
, click on the - http://helphelp2.mydbsync.com/docsdocs1/display/dbsync/DBSync+On-Premise+Installation
The  - link.
To review the process of switching DBSync Account from On Demand to On Premise is explained in the below link
on-demand to on-premise, click on the - http://helphelp2.mydbsync.com/docsdocs1/display/dbsync/DBSync+On+Demand+to+On+Premise - link. Anchor_Toc398908587_Toc398908587

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1. Login

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1. to www.mydbsync.com with your Username & Password.

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1. Once logged in, click on

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1. My Home from the menu

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1. . Then, click on the Launch button

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1. .

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1. Once launched, you will be redirected to the DBSync

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1. Project page in the next tab.
2. Click on

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• Click on edit link for the respective adapter to add required credentials as shown below.

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1. the project SalesforceGreatPlains: BiDirectional. Then, click on Connectors on the left panel.
2. You will see Salesforce & GreatPlains Connectors.
3. Click on GreatPlains Connector and enter following details:
   1. For GreatPlains
      1. eConnectPort : 18888

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1. 1. 1. Data source: DESKTOPUSERNAME\MSSQLSERVER

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1. 1. 1. Database name : <<GreatPlains Company Database name

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1. 1. 1. >> 
2. Click on Save and Validate Connection to save and validate your GreatPlains adapter.

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1. Click on

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For Salesforce
Username : <<Salesforce Username>>
Password : <<Salesforce password>>
Endpoint : https://salesforce.com/services/Soap/u/20.0
Note: For Sandbox, replace the default endpoint URL with the following link.
https://test.salesforce.com/services/Soap/u/20.0
Make sure to add the Salesforce security token after entering the password.

• Click on Save Properties button and then on Validate to validate your Salesforce credentials.

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1. Salesforce Connector. Select appropriate End Point under the Quick Setup tab. Click on Connect to Salesforce. This will take you to the Salesforce login page. Enter your Username & Password to login to Salesforce. Once you login to Salesforce, your Salesforce connector is 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.
2. You can also use the Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties, fill in the Salesforce Username, Password & Security Token for your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If validation is successful, click on Save to Save Salesforce details. If validation fails, you will see Validation Errors on the top right corner. Review the information in the Validation Errors section and make the necessary changes in Advanced Properties. Then, click on Validate Connection again.

DBSync integration for Salesforce & Great Plains Microsoft Dynamics GP can be automatically run automatically using Scheduler or manually using clicking on the Run Button.
The detailed process of using To review detailed processes on how to use Scheduler to run the integration is shown in the below click on the following wiki link .
- http://helphelp2.mydbsync.com/docsdocs1/display/dbsync/Scheduler. Using

Click on the Run button to run the integration manually is explained below.

• Upon successful validation of your adapters, you can proceed to the Process Builder console either by double-clicking on the PDL on the right-hand column of DBSync console or by right-clicking and selecting the option Open. The below screenshot illustrates the same.

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• The process builder page opens up. Before you can initiate the integration, select the Log level as

All from the drop down and click Save button as highlighted in the below screenshot. Now click on Run button to start the integration process.
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• The various boxes with connection established between each one of them are referred to as "STATES" or "WORKFLOWS". Each of these workflows can be activated or de-activated based on the requirement. These workflow rules can be activated by having their respective checkboxes checked.

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1. Login into www.mydbsync.com with your Username & Password.
2. Once logged in, click on My Home from the menu. Then, click on the Launch button.
3. Once launched, you will be redirected to the DBSync Project page in the next tab.
4. Click on the project SalesforceGreatPlains: BiDirectional. Then, click on Connectors on the left panel.
5. Upon successful validation of your connectors, you can click on Processes on the side panel. There, click on the Run Now button.