2022

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Converting DBSync

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Version from On-Demand to On-Premise

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  1. Go to www.mydbsync.com and click on Customer Login. Enter your

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  1. Username and Password. Then, click on

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  1. Sign in. Next, click on Launch, to access DBSync Integration Console.

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  1. In DBSync console, click on Edit

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  1.  from the Manage Toggle Button.

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  1. In the Process Builder console

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  1. , on your process name, Right Click to select Download. In this tutorial, the process name is "BiDirectionalSync".

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  1. As shown in the screenshot below:
  2. A Zip file will start downloading. Store the zip file on your hard disk and

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  1. , always keep a backup of that zip file.
  2. If you have more than one profile in DBSync then, follow the above steps for all the profiles.
  • Go to www.mydbsync.com and click on Customer Login. Enter your USER NAME and PASSWORD and click on Login.

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  1. Click on Company to see all the usernames. Click on Edit under DBSync Org Properties. Then, click on Edit and enter the following URL - "http://localhost:8080/dbsync2/login.m

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  1. ".
  2. Download DBSync from Home page and Install DBSync application on your Local System. For detailed installation process

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  1. , please refer the following link http://help.mydbsync.com/docs/display/dbsync/Windows+Installation.
  2. Go to

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  • Go to My Home from top menu and Click on Launch Button in Console Area. You will be redirected to DBSync Integration Console.

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  • You will be redirected to DBSync console, select Process Template from top Menu to add a Process Template in DBSync Console. It will take you to Process Template Page.

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  • Choose your process template according to your Integration profile. In this tutorial, I will be using "Salesforce & QuickBooks Bidirectional" Template. Click on View More Button In front of the Process Template and on the next screen click on Add Now Button.

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  1. your DBSync Home Page. Click on Launch. Then, click on Create Profile. Enter the desired name for your profile in the popup box.
  2. A new profile will be added in

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  1. your DBSync profile page with Process Template Name.

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  1. Click on Manage

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  1.  > Edit for the Profile in the DBSync console.

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  1. Click on upload and select the zip file you downloaded earlier from

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  1. the saved location. The file will be uploaded

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  1. to the profile that was created. This completes the Conversion process.