2022
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Introduction |
DBSync for ServiceMax Salesforce & QuickBooks Desktop is an easy to use application to integrate . It integrates ServiceMax Salesforce Accounts, Contacts, Work Orders & Work Details with Customers, Jobs, Invoice & Line Items of QuickBooks Desktop.
DBSync provides preprovides pre-built field-to-field map mappings along with flexibility for more complex and dynamic custom mapping capability. DBSync DBSync also has an automatic online update, enabling . This enables DBSync customers to enjoy all the product updates and features with every new release.
This user guide explains the basics of integration like:
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Data Flow & Process Map |
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ServiceMax Salesforce to QuickBooks Desktop (Unidirectional)
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Customer
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Work Order & Work Details
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Invoice & Invoice Line Items
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Work Details
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Items
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Pre-requisites for Integration |
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Integration dataflow is invoked provided ushered when the following Salesforce fields in Salesforce are selected as - mentioned in the below table .- are selected:
It is mandatory that the SF Work Order (to be integrated with QB QuickBooks Desktop Invoice) is associated with the respective SF Account & . And, it should also should have work details attached to it for DBSync to invoke integration.
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SF Field
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Field Value
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Work Order
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Generate
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Invoice
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Work Order
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Order Status
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Closed
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Work Details
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Record Type
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Usage/Consumption
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Work Details
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Is Billable
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Salesforce to QuickBooks Desktop – Field Mapping |
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QuickBooks
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Salesforce Object / Field
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QuickBooks Entity
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Accounts
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Customers
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Name
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Name
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Billing Address
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Bill To
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Shipping Address
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Ship To
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Phone
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Phone
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Fax
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Fax
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Contacts
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Customers / Jobs
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Name
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Contact Name
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First Name
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First Name
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Last Name
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Last Name
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Work Order & Work Details
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Invoice & Invoice Line Items
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Work Order Number
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Job Name
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Work Detail Part
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Invoice Item Name
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Work Detail Line Price Per Unit
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Invoice Item Rate
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Work Detail Line Qty
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Invoice Item Quantity
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QB Invoice Date
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Invoice Date
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Work Detail Work Description
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Invoice Item Description
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Work Details
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Service Items
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Work Detail Part
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Item Name
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Work Detail Work Description
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Item Description
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Work Detail Line Price Per Unit
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Rate
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Getting started with DBSync |
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Install DBSync Package into ServiceMax Salesforce instance |
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DBSync Package ServiceMax Accounting Integration is must be installed in ServiceMax Salesforce Instance. Pre-requisites and the steps involved in the installation are explained in this section.
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Pre-requisites |
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Package "ServiceMax", Version 14.10000 or later must be installed in Salesforce Instance to install DBSync Package "Service Max ServiceMax Accounting Integration".
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Installation Steps |
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Accounting
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Id:
Accounting Id is the unique Id for a record in QuickBooks
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Desktop After successful integration, Accounting Id is updated in Salesforce for every record that has been synced.
Generate:
Generate field is a picklist field to flag Work Order either Invoice or None. By default, the value of Generate field will be blank. It is necessary that Generate field is selected Invoice for successful generation of Invoice in QuickBooks Desktop during DBSync Integration.
Invoice Date:
Invoice Date is a formula field to display the date on which the Work Order is flagged as Invoice to Sync as
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QuickBooks Desktop Invoice.
Sync Error:
Sync Error is an error from QuickBooks Desktop which gets updated in Salesforce for every record that has failed to sync. Sync Error briefly describes the reason for failure of sync.
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Note |
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QuickBooks Desktop Setup link: QuickBooks Desktop Connector |