DBSync for Salesforce and Microsoft Dynamics NAV Integration template is easy to use integration solution. It integrates Salesforce Accounts, Products and Opportunity with NAV Customers, Items and Sales orders/Invoices respectively. This solution provides bi-directional sync between Salesforce and MS NAV with the pre-built, field-to-field mappings, along with flexibility for more complex and dynamic mapping capabilities. It is also useful in migrating historical NAV data into Salesforce or vice versa.
The data flow of Bi-directional integration between Salesforce & Microsoft Dynamics NAV is shown in the table below.
![](/docs/download/attachments/16876073/SF_NAV_dataflow.png?version=1&modificationDate=1491488358000&api=v2)
The process map of bi-directional integration between Salesforce & Microsoft Dynamics NAV is shown in the image below.
![](/docs/download/attachments/16876073/SF_NAV_processflow.png?version=1&modificationDate=1491488409000&api=v2)
Pre-requisites for Integration
To ensure DBSync is accurately configured to integrate data between Salesforce and Microsoft Dynamics NAV instance, user must meet the following requirements:
- Have a valid license to DBSync NAV connector, Salesforce connector, Username and Password to connect to DBSync iPaaS platform.
- Access to Dynamics Nav with valid Username and Password.
- Have login and password of Salesforce, to access their web service.
It is necessary that on-premise version of DBSync is used for Salesforce and Microsoft Dynamics NAV Integration. In order to use DBSync on-premise, (1) DBSync should be installed locally; and, (2) DBSync account should be switched to on-premise from on-demand. The review the process of installing DBSync please click on the - http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On-Premise+Installation - link.
To review the process of switching DBSync Account from on-demand to on-premise, please click on the - http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On+Demand+to+On+Premise - link.
Import Salesforce & MS Dynamics NAV Template
Unregistered user
- Go to www.mydbsync.com from a preferred web browser.
- Click "Start your free trial" on the home page.
- Choose source and target connectors as Salesforce and Dynamics NAV respectively.
- Follow the registration steps by activating your account through activation link sent to your registered Email ID.
- Navigate to Template library menu tab and choose the template of Salesforce & Nav bi-direction. Click on "Import To Workspace" to start your integration between the source and target applications respectively.
Registered User
- Go to www.mydbsync.com from a preferred web browser.
- Navigate to the login page through Account section→ Customer login.
- Input your Username and Password to login to your DBSync account.
- Navigate to Template library menu tab and choose the template of Salesforce & Nav bi-direction. Click on "Import To Workspace" to start your integration between the source and target applications respectively.
- Follow the steps in the 'DBSync Configuration of Salesforce & Microsoft Dynamics NAV section, to configure your connectors. This will result in data flow between Salesforce and MS NAV.
DBSync Configuration Of Salesforce & Microsoft Dynamics NAV
- After successful import of Salesforce & Microsoft Dynamics NAV into your account, a user will be re-directed to connector listing page.
- You will see MS NAV & Salesforce connectors.
- Click on the Edit of the MS NAV to configure NAV connector to connect to your NAV instance.
- Nav requires following parameters to connect to your NAV instance.
- Username: A Username to connect to MS Dynamics NAV instance.
- Password: A Password to connect to the hosted Navision.
- Click on Save and Validate Connection to save and validate your NAV connector.
- Click Edit on the Salesforce connector to connect to your Salesforce instance.
- Select an End Point you wish to connect to and, under Quick Setup tab, click on Connect to Salesforce button. This will open up a Salesforce pop up window.
- Username: Input a Username of the Salesforce instance you wish to connect to.
- Password: Input password to connect to your salesforce instance.
- Once you login to Salesforce, your Salesforce connector is connected to your Salesforce instance. If you want to connect using different Salesforce instance, click on Disconnect on the Quick Setup tab. Then, connect using credentials with which you wish to connect with.
- You can also use Advanced Properties tab to connect to your Salesforce instance. Go to Advanced Properties. Fill in Salesforce Username, Password & Security Token of your Salesforce Instance. Select the appropriate End Point. Once you enter all the required details, click on Validate Connection. If the validation is successful, click on Save to Save the Salesforce details. If the validation fails, you will see Validation Errors on the top right corner. Refer the details in Validation Errors section and make the necessary information in the Advanced Properties, click on Validate Connection again.
- Click on Save and Validate Connection to save and validate your Salesforce connector.
Salesforce To MS NAV Field Mapping
![](/docs/download/attachments/16876073/SF%26NAV.JPG?version=1&modificationDate=1492113566000&api=v2)
MS NAV To Salesforce Field Mapping
![](/docs/download/attachments/16876073/Nav%26SF.JPG?version=1&modificationDate=1492113587000&api=v2)
DBSync integration for Salesforce & Microsoft Dynamics NAV can be run automatically using Scheduler; or, manually using the Run Button.The detailed process of using Scheduler to run the integration is shown in the wiki link - http://help2.mydbsync.com/docs1/display/dbsync/Scheduler.
Click on the Run button to run the integration manually is explained below.
- Login into www.mydbsync.com with your Username & Password.
- Once logged in, click on Launch Development Studio.
- Once launched, you will be redirected to DBSync Project page in the next tab.
- Click on the project Salesforce & MS NAV: Bidirectional.
- On the left side of navigation, click on the process menu. This will open up the process listing page.
- Click on the Run Now button on any of the processes to sync data between Salesforce and MS NAV.
Related references to learn about Salesforce and MS NAV connectors are listed below.
Salesforce Connector
Microsoft Dynamics NAV Connector