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- Register for Free Trial of Salesforce & QuickBooks: Go to www.mydbsync.com, click on Register for Free Trial to register for DBSync Account.
- Include ServiceMax Process Template to DBSync Account:* *Login to your DBSync Account, go to process template tab, click on ServiceMaxQuickBooks:UniDirectional to include the template to your account. Go to My home tab & click on Launch, you will find the new ServiceMax process template.
- Install DBSync Package into Salesforce FieldService instance: This topic is explained in detail at the end.
- Configure DBSync with QuickBooks Web connector: Steps involved in configuration is available in the below wiki link http://help2.mydbsync.com/docs1/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector
- Run Integration using QuickBooks Web Connector: Use QuickBooks Web connector to run integration by selecting the right application in Web Connector. Update Selected helps to initiate sync manually where as Auto-Run is used to schedule integration.
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Install DBSync Package into Salesforce FieldService instance |
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Package "ServiceMaxSalesforce Field Service", Version 14.10000 or later must be installed in Salesforce Instance to install DBSync Package "ServiceMax Accounting Integration".
- Click on the below link to install DBSync Package from AppExchange https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000TUr5AppExchange
- Enter your Salesforce Username and Password to install DBSync Package in that Salesforce instance. Salesforce instance must have the administrative privileges to install App.
- DBSync Package Installation Details will be displayed in your Salesforce instance. Click on 'Continue'.
- Approve Package API Access and then click on 'Next'.
- Package is ready to be installed. Click Install to 'install'.
- Install complete message will be displayed which confirms that DBSync Package is installed.
Accounting QuickBooks Id:
Accounting Id is the unique Id for a record in QuickBooks. After successful integration, Accounting Id is updated in Salesforce for every record that has been synced.
Generate:
Generate field is a picklist field to flag Work Order Service either SalesOrder / Invoice or None. By default the value of Generate field will be blank. It is necessary that Generate field is selected SalesOrder/Invoice for successful generation of SalesOrder/Invoice in QuickBooks during DBSync Integration.
Invoice Date:
Invoice Date is a formula field to display the date on which the Work Order is flagged as Invoice to Sync as QuickBooks Invoice.
Sync QB Error:
Sync Error is an error from QuickBooks which gets updated in Salesforce for every record that has failed to sync. Sync Error briefly describes the reason for failure of sync.
- Once the DBSync Package ServiceMax Accounting SF Field Service Integration is installed the below fields should be included in Page Layout as explained below.
- Go to setup > Customize > Account > 'Page Layout' > Edit the Page Layout. Under the Page Layout drag the fields "Accounting QuickBooks Id" , "Sync Error" to add it under the section "System Information" in Page Layout and save.
- Go to setup > Create > Objects > Work Order > Page Layout > Edit the required Page Layout.
- Under the Page Layout create a new section "DBSync Information" & drag the fields "Accounting QuickBooks Id", "Invoice Date", "Generate", "Sync QB Error" to add it in Page Layout under "DBSync Information".
- Go to setup > Create > Objects > Work Detail > Page Layout > Edit the required Page Layout.
- Under the Page Layout drag the field "LineItem Type" to add it in Page Layout under "Usage/Consumption Details".