DBSync Cloud Workflow (iPaaS)

2022

Page tree

Versions Compared

Old Version 37

changes.mady.by.user Sai Bhushan

Saved on

compared with

New Version 38

changes.mady.by.user Vishwanath B

Saved on

Key

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

Anchor
_Toc248721996
_Toc248721996

~sai.b:Overview
~sai.b:Data Flow
~sai.b:Process Map
~sai.b:Pre-requisites for Integration
~sai.b:DBSync package (QuickBooks Integration) Installation in Salesforce
~sai.b:DBSync Profile Setup
~sai.b:Run Integration from QuickBooks Web Connector

...

  1. Go to www.mydbsync.com & register for Free Trial. 
  2. Ensure that Source & Target Adapters are Salesforce & QuickBooks respectively. 
  3. When you have access to DBSync Account, ensure that Non Profit Salesforce QuickBooks: Unidirectional template is included from the template library.
  4. Salesforce credentials and QuickBooks location should be saved in your DBSync profile and QuickBooks web connector should be configured. Please refer the below wiki link for detailed steps. http://help.mydbsync.com/docs/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector
Panel

Anchor
7
7

.

Run Integration from QuickBooks Web Connector

  1. Before running the integration, the below mentioned points should be considered carefully for Integration of Standard DBSync Salesforce QuickBooks Bi-directional.
  2. Integration of Salesforce to QuickBooks transaction is invoked provided the Generate field in Salesforce Opportunity is selected with the required transaction.
  3. It is mandatory that Salesforce Opportunity (to be integrated with QuickBooks Transaction) is associated with the respective Salesforce Account & also should have Product name in it for DBSync to invoke integration.
  4. The Primary Contact updated in Salesforce Opportunity will sync with QuickBooks Contacts.
  5. Once you are done with the mappings go to your QuickBooks Web Connector by Start > Programs > QuickBooks > Web Connector and click on the password textbox for profile dbsync2-NonProfitSalesforceQuickBooks:UniDirectional.
  6. Enter your DBSync password in the in the text box and hit Enter on your keyboard. One Message Box will be displayed asking you "Do you want to save this password" select Yes button. DBSync Password will be saved in the web connector.
  7. Check the dbsync2-NonProfitSalesforceQuickBooks:UniDirectional check box and click on Update Selected button and sync will start and complete automatically. Auto-Run can also be used in Web Connector to run integration in regular intervals. For example, if you select 60 minutes, every 60 minutes integration will run by itself, provided Web Connector is open.