DBSync Cloud Workflow (iPaaS)

2022

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WhitePaper_CRM_QB_Integration.pdf

Best Practices for Integration between CRM and QuickBooks is explained in this PDF with 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 
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