2022

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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 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.