DBSync Cloud Workflow (iPaaS)

2022

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Overview:
Data Flow:
Process Map:
Pre-requisites for Integration:
DBSync Profile Setup
Running the Integration:

Overview:


Standard Integration from DBSync for Salesforce & QuickBooks Online is an easy to use application to integrate Salesforce Accounts / Contacts, Products, Opportunity with QuickBooks Customers, Items & Invoice. DBSync provides sync with pre-built field to field map along with flexibility for more complex and dynamic mapping capability. DBSync also has an automatic online update, enabling DBSync customers to enjoy all the product updates and features with every new release.

Data Flow:


Integration data flow between Salesforce & QuickBooks Online is shown in the below table.

Process Map:


Process Map of Standard integration between Salesforce & QuickBooks Online is shown in the below image.


Pre-requisites for Integration:

  • Integration of Salesforce to QB Invoice is invoked provided the Generate field in Salesforce Opportunity is selected as Invoice.
  • It is mandatory that SF Opportunity (to be integrated with QB Invoice) is associated with the respective SF Account & also should have Products with Standard Price Book attached to it for DBSync to invoke integration.
  • Salesforce Products should also have QuickBooks Item Type.

DBSync Profile Setup


  • Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & Microsoft Dynamics GP respectively.

Running the Integration:


DBSync Integration of Salesforce & QuickBooks Online can be initiated by the following three methods.

  • Using Salesforce custom buttons:
  • Using DBSync Scheduler:


Using Salesforce custom buttons:

  • Salesforce custom buttons in Salesforce Accounts, Contacts and Opportunity can be used to update these specific records into QuickBooks as and when required. To set Auto run of integration, one of the next methods should be used. 
  • Salesforce Custom Button Update Account to QBOE in Accounts Object is shown below.

  • Salesforce Custom Button Update Contact to QBOE in Contacts Object is shown below.  


  • Salesforce Custom Button Update Opportunity to QBOE and Update Invoice from QBOE in Opportunities Object is shown below.  


Using DBSync Scheduler:

  • Scheduler available in DBSync Account can be used to schedule the integration.
  • Login to DBSync account, click on Launch to go to DBSync profile page and click on Scheduler on the top right corner. 

  • Select the integration profile and required process to auto run. Edit the Cron Settings to set the frequency of Auto run and Save Cron Job.  

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