DBSync Cloud Workflow (iPaaS)

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Best Practices for Integration between CRM and QuickBooks is explained in this PDF with the following topics.

  • Introduction
  • Purpose of Integration
  • Best Practice
    • Record the Requirement
    • Define Master Data
    • Data Flow Triggers
    • Design and Data Mapping
    • Testing and Validation
    • Pre-Go Live
    • Data Migration into Salesforce