DBSync Cloud Workflow (iPaaS)

2022

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  • Switch ON the Quotes to Estimate process and click on EDIT button placed along side of the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (MS CRMSalesforce) 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.

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  • Switch ON the Order to Sales Order process and click on EDIT button placed along side of the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) 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.

 

4.       MS CRM Salesforce Invoice to QB Invoice: This data flow will be unidirectional integrating data from Salesforce to QuickBooks. Salesforce 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:

  • Switch ON the MS CRM Salesforce Invoice to QB Invoice process and click on EDIT button placed along side of the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) 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.

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

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  • Switch ON the QB Payments to Salesforce Invoice process and click on EDIT button placed along side of the workflow.
  • In the EDIT screen, the TRIGGER sections will allow the users to Query data from Source (Salesforce) 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.

 

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

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