2022
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Introduction |
DBSync for ServiceMax Salesforce & QuickBooks is an easy to use application to integrate ServiceMax Salesforce Accounts, Contacts, Work Orders & Work Details with Customers, Jobs, Invoice & Line Items of QuickBooks Desktop.
DBSync provides pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.
This user guide explains basics of integration like
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It is mandatory that SF Work Order (to be integrated with QB Invoice) is associated with the respective SF Account & also should have work details attached to it for DBSync to invoke integration.
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Salesforce to QuickBooks – Field Mapping |
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Getting started with DBSync |
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