2022
- Go to www.mydbsync.com. Select Customer Login. Enter your Username and Password and click Login.
- Go to My Home and click on Launch button to launch Project console.
- Click on Project on the left section of the console. Then, click on the existing project SalesforceDatabase.
- You will see the existing process SalesforceDatabaseBidirectional.
- Click on Connectors on the left section of Project console. You need to create a new connector Email Connector.
- Click on Create New Connector. Enter the connector name as Email and select the connector type as Email Service Adapter. Click Save.
- Enter all the required details. Click Save and then, Validate connection.
- Email Connector is created and the connection is validated.
- You will see the existing connectors Salesforce and Database. Make sure these connectors are also validated.
- Go to Process SalesforceDatabaseBidirectional. Create new workflow Email.
- Open the workflow Email. Here, you will see Trigger at the top and Rules at the bottom.
- In Trigger, select datasource as Console Adapter.
- In Rules, click on Add New Rule. Select Target Connector, Operation, Target Object as Email, Insert, Email respectively.
- Click on Map in this newly created Rule. You will see the target fields on the left section of the Mapping screen.
- Enter the required values for the Target field. Save and Close. Save Workflow.
- Make sure that the Workflow status is ON.
- You are now ready to run the sync. Click on the Run Button next to the Project SalesforceDatabase.
- You can run the integration using the Run button; or, the Scheduler on the left section of Project console. Run button is available once you open the project.
- Using the button Logs on the left section, you can view the Logs.
- Once the integration is complete, you will receive an Email based on the settings specified in the Map of the newly created Rule.
- This concludes a brief introduction on how to build DBSync integration data flow from Intacct to Database.
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