Page History

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1.       Accounts to Customer: This data flow will be unidirectional integrating data from MS CRM to QuickBooks. MS CRM Accounts will be integrated as QuickBooks Customers.

Steps:

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•  Switch ON the process and click on EDIT button placed along side of the workflow.

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• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows to configure the mappings for the target System (QuickBooks)

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• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

2.       Quote to Estimate:  This data flow will be unidirectional integrating data from MS CRM to QuickBooks. MS CRM Quotes and Quotes Line Items will be integrated as Estimates and Line items in QuickBooks.

a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.

Steps:

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• Switch ON the Quotes to Estimate process and click on EDIT button placed along side of the workflow.

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• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows to configure the mappings for the target System (QuickBooks).

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• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

3.       Order to Sales Order (QBD): This data flow will be unidirectional integrating data from MS CRM to QuickBooks. MS CRM Orders and Order Line items will be integrated as Sales Order and Sales Order Line Items in QuickBooks.

a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.

Steps:

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• Switch ON the Order to Sales Order process and click on EDIT button placed along side of the workflow.

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• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows to configure the mappings for the target System (QuickBooks).

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• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

4.       MS CRM Invoice to QB Invoice: This data flow will be unidirectional integrating data from MS CRM to QuickBooks. MS CRM Invoice and Invoice Line items will be integrated as Invoice and Invoice Line Items in QuickBooks.

a.       This Workflow also allows the users to configure Rules to create Customers and Products in the same integration transaction.

Steps:

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• Switch ON the MS CRM Invoice to QB Invoice process and click on EDIT button placed along side of the workflow.

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• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows to configure the mappings for the target System (QuickBooks).

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• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

5.       QB Payments to MS CRM Invoice: This data flow will be unidirectional integrating data from QuickBooks to MS CRM. QuickBooks Payments applied against the Invoice will be integrated as MS CRM Invoices/ Invoice Payments.

Steps:

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• Switch ON the QB Payments to MS CRM Invoice process and click on EDIT button placed along side of the workflow.

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• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows to configure the mappings for the target System (QuickBooks).

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• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

6.       QB Items to MS CRM Products (Types = Inventory, Service, Non-Inventory): This data flow will be unidirectional integrating data from QuickBooks to MS CRM. QuickBooks Items will be integrated as MS CRM Products as flat structure.

Steps:

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• Switch ON the QB Items to MS CRM Products process and click on EDIT button placed along side of the workflow.

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• In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRM) and the RULE section allows to configure the mappings for the target System (QuickBooks).

...

• Click on SAVE WORKFLOW located on the TOP RIGHT side of the page, once the mappings are finished.

Running the Sync.

-          QuickBooks Online: Integration can be initiated using “RUN NOW” button located alongside each workflow in DBSync or can be scheduled in DBSync Scheduler.

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