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SIMPLIFY SALEFORCE AND QUICKBOOKS INTEGRATION: Salesforce.com to GreatPlains Bidirectional


Requirements:
Salesforce Adapter
GreatPlains Adapter

Provider:
DBSync
Provide synchronization between Microsoft Dynamics GreatPlains to Salesforce. Data Integration from GreatPlains to Saleforce is performed using DBSync where it is defined as a process under a profile.
Salesforce GreatPlains

  • Accounts and Contacts as Customer
  • Products as Items
  • Opportunity as Receivables Transactions ,

SOP Transactions

KEY BENEFITS

  • Seamless transfer.
  • Ability to implement automated workflows
  • Reduced turn-around time.Use case
  • DBSync for Salesforce.com & GreatPlains provides an easy to use application to synchronize Accounts, Contacts, Products and Opportunities to GreatPlains Customer, Products and Transactions .
  • The application provides a pre-built field map along with a flexible advance mapping capability and configuration capability. The application also has an automatic online update so you never have to manually upgrade your application.













Process Map


Salesforce to GreatPlains.

Salesforce

s

Account

Customer

Opportunity(Without Opportunity Line Item)

Receivable Transactions(Sales/Invoices,services/Repairs,CreditMemo)


Opportunity/Opportunity Line Item

SOP Transactions(Quote/Order/Invoice)

Product/PriceBook

Sales Inventory/ Services/Discontinued/Kit/Flat Fee/Disc Charges



GreatPlains to Salesforce

GreatPlains

Salesforce.com

Customer

Accounts

Customer

Contacts

SalesInventory

Products

Services

Products

Flat Fee

Products

Discontinued

Products

Kit

Products

Misc Charges

Products

Receivable Transaction(Without Line Item)

Opportunity

SOP Transactions(With Line Item)

Opportunity/LineItem

Business Process Flow



Installation

Salesforce

  1. Get the following App from AppExchange .

https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t9000000094vw&crc=1

  1. It asks for username and password of the Salesforce.com instance where you would like to install DBSync GreatPlains Integration. The username and password should have the administrative privileges to install.
  2. Next you should see the contents of the package in your Salesforce.com instance. Click on Next and then click on Install and then Click on "Deploy Now" button.
  3. Go to setup ? Build ? 'Custom Objects' menu to see whether "Invoice" object has "deployed" status. If not, click edit adjacent Invoice object, check on "Deployed", and Save.
  4. Go to setup ? Customize ? Account ? 'Page Layout' menu to add the "GPCustomerID" field on the page layout. Save the Account 'page layout.'

  5. Go to setup ? Customize ? Contact ? 'Page Layout' menu to add the "GPContactID","UniqueContactID" field on the page layout. Save the Contact 'page layout.'
  6. Go to setup ? Customize ? Opportunity ? 'Page Layout' menu to move "DOC ID", "Doc Number" ,"GPTransaction"," GPTransactionID"," TransactionType"," Primary Contact" on the Page Layout.
  7. Move Invoices from the Opportunity Related List to the page layout. Go to setup ? Customize ? Opportunity ? 'Page Layout' .Click on Invoices in the Related List Section and hit "edit properties" button. Select columns as Invoices, Invoice number, Total Invoice Amount, Payments, Balance, Days Outstanding, and Transaction Date. See the picture below for the column sequence:



Save the opportunity 'page layout'.

  1. Go to Setup ? Customize ? Product ? 'Page Layout' to move 'GPProductID, 'Location Code, 'Product Type' and 'Unit Of Measurement','PriceLevel', 'Class ID' and 'Currency ID' field to the Product layout.

At this point, you have successfully completed your Salesforce.com instance setup.

GreatPlains Setup

Install and setup Microsoft Dynamics GP 10.0

Install and setup SQl Server Management Studio.

Install and setup eConnect SDK.

Dbsync Installation and Setup

  1. Download the DBSync exe file from the link of your email from DBSync Team and Install it.

Installation steps:
a.Run the Setup wizard




b.Click on Next and select I accept the agreement.

c.Click on Next and Enter Destination Location.






d. Select Start menu Folder.

e. Set Additional task.








f. Click on Install.



Click on Finish
At this point, you have successfully completed your Dbsync Installation on your Desktop. If you have selected the option 'Set DBSync as Service', then DBSync would be running as a Windows Service in the background. If you have not opted to select this, then you can start DBSync from your Start Up ? Program Files ? DBSync Integration Suite.
Dbsync Configuration

  1. Login into dbsync by following the http://localhost:8080/dbsync2/login.m in your internet browser. You can provide the username and password which is been provided to you.
  2. Go to Library Section and add the template SalesforceGreatPlains:BiDirectional.


3. Enter eConnectport (Default: 18888), Datasource, Dbname and click on save properties.

Examples:
Datasource : DESKTOPUSERNAME\MSSQLSERVER2008
Dbname : <<Your GreatPlains Company Database name. >>
3. Click on Validate to check wether the connection properties are valid or not.
4. Click on Continue and Enter Username and password. Make sure you enter your Salesforce Security Token at the end of the password.

5. Click on save properties .After this click on validate to check wether the connection properties are valid or not.














DBSync LLC
750 Old Hickory Blvd.
Bldg 2, Suite 150
Brentwood TN 37027
U.S.A
Email
sales@avankia.com
Phone/Fax
1-877-739-2818






Copyright @ 2010, DBSync LLC and/or its affiliates. All rights reserved. This document is provided for information purpose only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor is it subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.
DBSync is a registered trademark of DBSync LLC and/or its affiliates. Other names may be trademarks of their respective owners.

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