DBSync Cloud Workflow (iPaaS)

2022

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  1. Login to DBSync through the URL- "https://www.mydbsync.com/" 

  2. Login Steps to the login DBSync Cloud Workflow account.Account.

    1. Go to My Account option and click on Customer Login.

    2. Login Page: Enter the Username, Password and click on Sign-in.

    3. Forgot Password: Reset your password to log-in again. 
    4. Create an Account: For more details click on this link: Getting started

    Note

    In the case of QuickBooks Desktop, the user can go to the web connector to run to schedule the sync.

  3. Once logged in, click on Development Studio to go to the DBSync Project page.

  4. "Connector"-If there is a need to re-connect then go to connectors and then validate or reconnect  Go to connectors to validate or re-connect the connection again. For more details on how to create a new connector Create New Connector sees the note section below.

    Note

    Click on to "Create New Connector" and  and enter a preferred name and "Select Connector Type" option from the drop-down menu and save.

     "Edit"- Enter the Connector details like End Point, End Point URL, Files, and Versions, etc. Click on validate Connection and Save.

  5. "Delete"- To Delete the Connector and all of its components from the system. Once deleted, a user will not be able to recover connector details, or any of its components, from the system.
  6. Once, Connector validation successful, then click on Processes. Select the process from the list and click on edit.
    7. "Project" - Click
    Info

    Note: Click on headers to know more in detail.

  7.  Projects -  Click on edit to go to the Processes.
  8. Note:  Read more in details about the project click on this link: Projects
  9. "Processes"-  Process - Run the current process, or select the correct process to go to the workflow.
    1. Note:  Read more in details about processes click on this link: Process
  10. "Workflows" -  WorkFlow - If needed change the status from on and off if required and click on edit to change the workflow.
  12. Note: Read more in details about workflows click on this link: WorkFlow 
    13. If anything needs to change then go to the trigger and rule section. 
    1. "Trigger" - Read more in details about trigger click on this link, click here: Trigger  
    2. "Rule" -Read more in details about rule click on this link, click here: Rules
  13. Run Now: Click on Run Now to start the Workflow processSync.
  14. " Logs" - Once the sync runs, it can be monitored via logs and the user can download the logs in case of any errors. For any queries to reach out to the DBSync support team.
  15. Note: Read more in details about logs click on this link: Logs
  16. Scheduler -  For CloudFor Cloud-based application, we can use the DBSync scheduler to Schedule the sync.
  17. Note: Read more in details about Scheduler click on this link: Scheduler