Process Description

Integration between Salesforce and QuickBooks with out of the box solution is explained in the section Salesforce QuickBooks Bidirecitonal Integration Process

If any additional field or object integration is required between Salesforce and QuickBooks, DBSync Mapping must be customized as per the requirement. This section explains the step by step process involved in customizing DBSync Mapping.

• Go to www.mydbsync.com, click on Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to access DBSync Project page.

• Login to your DBSync account with the your credentials to make changes or create hierarchy mappings. Once you have logged into your DBSync account, click on Launch to Launch DBSync Project page.

• Ensure that you have validated Salesforce & QuickBooks conncetors.

• Click on Projects on the left panel, you will see list of available projects. Click on the relevant project. You will see the list of Processes.

• Click on the relevant Process, you will see the list of workflows. Create new workflow button can be used to create new workflow.

• Each workflow will have trigger & rules.

• Trigger has 3 tabs, Query Builder, Advanced Query Builder & Properties.

• You can have one or more rule in a workflow. Each rule will have a map. This map displays list of target fields available for mapping. Also, you will see schema of source fields. You can drag & drop these source fields opposite target fields to map accordingly.

• These entities of Mapping are detailed in the wiki section iPaaS