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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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- In DBSync console click on Edit Link from Manage Toggle Button.
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- In the Process Builder console Right Click ?Download on your process name. In this tutorial the process name is "BiDirectionalSync". A screenshot is shown below
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- A Zip file will start downloading. Store the zip file on your hard disk and also keep a backup of that zip file.
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- Go to Edit Account and change Server Details Login to http://localhost:8080/dbsync2/login.m and click on Save. A screenshot is shown below
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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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- A new profile will be added in profiles section with Process Template Name.
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- Click on Manage/Edit for the Profile in the DBSync console.
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- Select the Zip file you downloaded earlier from your hard drive and click on upload. The file will be uploaded on your DBSync and your migration process is complete.