2022
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
SOP Transactions
Salesforce to GreatPlains.
Salesforce |
s |
Account |
Customer |
Opportunity(Without Opportunity Line Item) |
Receivable Transactions(Sales/Invoices,services/Repairs,CreditMemo) |
|
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 |
Installation
Save the opportunity 'page layout'.
At this point, you have successfully completed your Salesforce.com instance setup.
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
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
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