DBSync Cloud Workflow (iPaaS)

2022

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  1. Register for Free Trial of Salesforce & QuickBooks: Go to www.mydbsync.com, click on Register for Free Trial to register for DBSync Account. 
  2. Include ServiceMax Salesforce FieldService Process Template to DBSync Account:* *Login to your DBSync Account, go to process template tab, click on ServiceMaxQuickBooksSalesforceFieldServiceQuickBooks:UniDirectional to include the template to your account. Go to My home tab & click on Launch, you will find the new ServiceMax Salesforce FieldService process template.
  3. Install DBSync Package into Salesforce FieldService instance: This topic is explained in detail at the end.
  4. 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
  5. 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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