[kishor.j_88]

8 years, 11 months ago in reply to: Handling Duplicates while syncing #5507

DBSync stores the unique value from QuickBooks in a field called QuickBooks id which is an external id in Salesforce. When reading a data with an id let’s say ‘x’ from quickbooks in multiple syncs, if a record with the QuickBooks Id ‘x’ is already present, it will update the same record instead of creating new ones. Hence creation of duplicates are prevented.

[kishor.j_88]

8 years, 11 months ago in reply to: MSCRM Configuration setup #5506

Given below are the steps that needs to be done to configure MSCRM with QuickBooks.

>import DBSync package into MSCRM.
MSCRM>>Settings>>Solutions>>Import, and then browse your desktop and upload the zip file. You can download the package from the link given in our website.
>Register for free trial in DBSync
>Add MSCRMQuickBooksBiDirectional Profile from the Process Template library in DBSync.
>Go to Home>>Launch>>Edit, besides the MSCRMQuickBooksBiDirectional profile
>Configure both the Adapters.
>Click on the PDL on the left side and enable the states according to your requirement.
>We are ready to go.

Please do refer the below link to know more.
http://help.mydbsync.com/docs/display/dbsync/Microsoft+Dynamics+CRM+Online+to+QuickBooks+Desktop+Integration

[kishor.j_88]

8 years, 11 months ago in reply to: Database Configuration setup #5505

Kindly follow the below steps on how to configure your DBSync with Intacct.

>Register for free trial in DBSync.
>Choose Database as Source and Intacct as Target, choose a DBSync version, and in the next step fill in your Details. Kindly refrain from using Special characters such as hyphens, Single/double quotes in the Phone and Company Name field.
>Click on Create my account and you will receive an email Confirmation from our server.
>Click on the link provided in that email, it will take you to the DBSync login Page. Kindly bookmark it.
>Email address provided while registering will be your user id. Use it along with your password you provided and sign in to your Account.
>Click on Launch. It will take you to the Profile/Project Page Layout.
>Click on edit besides the newly created Profile/Project. This will take you to the next step.
>Add Database and Intacct Adapters to the Profile and enter the credentials accordingly.
>Create a PDL. Create a state inside the PDL(Process Definition Language) and insert it into the flowchart.
>Right click on the created state and click on Open dataflow.
>Create a reader ,writer and map, connect it in respect of the order.
>Provide a query in the reader and set the writer according to your requirement.
>Provide the mapping by clicking on edit inside Map section. Source and Target fields will be provided in boxes on the right side.

Please refer the below links to Know more.
http://help.mydbsync.com/docs/display/dbsync/Intacct+to+Database+Integration
http://help.mydbsync.com/docs/display/dbsync/Database+to+Intacct+Integration

[kishor.j_88]

8 years, 11 months ago in reply to: Salesforce configuration setup #5504

DBSync requires the below information to successfully Integrate your Salesforce Org with Intacct:
>Salesforce Login credentials with Security Token.
>Intacct Login information (IP Address of DBSync server needs to be Added if IP address Access security is enabled ).
>Intacct XML Gateway enabled Company file Id if multiple company files are present.
>Spreadsheet with the Field Mapping.

[kishor.j_88]

8 years, 11 months ago in reply to: Salesforce Sandbox Integration using DBsync #5503

Yes. DBSync can integrate Salesforce Sandbox with QuickBooks.
Kindly refer the below link to know more-
http://help.mydbsync.com/docs/display/dbsync/Salesforce+QuickBooks+Desktop+Integration+-+v2

[kishor.j_88]

8 years, 11 months ago in reply to: Salesforce Integration Requirements #5502

DBSync requires the below information to successfully Integrate your Salesforce Org with Database:
Salesforce Login credentials with Security Token.
Database Login information (Windows Authentication will also work).
Database Server Domain Name/IP and the Port Number.
Database Name.
Spreadsheet with the Field Mapping.

[kishor.j_88]

8 years, 11 months ago in reply to: DBsync Model #5500

DBSync can be used as on demand or as an on premise model.

With On Demand model, You will be using our cloud server hosted on Amazon which has the world class security and also we will not be saving any of your data anywhere in the server with Minimal downtime of 2%.

With On Premise, we will be installing DBSync tomcat server on your stand alone system and will be setting it as a service and the Machine will act as a server.

Minimum Software & Hardware Requirement-
Software
• Java JDK 1.7
Hardware
• 1 GB Free RAM
• 1 GHz or better CPU
• Installation size: 150 MB free space
• Map/Process store: 5MB/map
• Operational: 1GB (Log files, Event Queues etc)

Please do refer the below links to know more on how to install and configure DBSync On the Premise.
http://help.mydbsync.com/docs/display/dbsync/Installation
http://help.mydbsync.com/docs/display/dbsync/Setting+DBSync+as+Windows+Service+after+installation

[kishor.j_88]

8 years, 11 months ago in reply to: Influence of DBsync on salesforce #5499

DBSync installs its Managed package in your Salesforce Organization which creates a set of Fields, Apex pages, and Apex triggers which is required for the integration to Work. Also, DBSync creates default page layouts in Accounts, Contacts, Opportunity, Opportunity Product and Products in Enterprise and higher editions of Salesforce. You can either choose DBSync Page layout or customize you current page layout by adding DBSync required fields into it.

[kishor.j_88]

8 years, 11 months ago in reply to: Default template in DBsync #5498

DBSync for Salesforce and QuickBooks is the easiest and quickest way to integrate your Salesforce data with QuickBooks. DBSync has a set of pre-built integration processes that does the following:

> Customer/Account BiDirectional Sync.
> Syncs newly won Opportunities from Salesforce to your choice of Invoice, Sales Order, Estimate or Sales Receipt in QuickBooks. Trigger field (generate in Salesforce Opportunity) should be set as Either Invoice, Estimate, SalesOrder or Sales Receipt accordingly, and also opportunity line item is required.
> Item (QB)/Product(SF) BiDirectional Sync.
> Updates Inventory Item quantities in Salesforce (one-way, QuickBooks Desktop)
> Syncs Invoices,Estimates,SalesOrders and SalesReceipts created in QuickBooks to Salesforce

[kishor.j_88]

8 years, 11 months ago in reply to: Versions of DBsync #5497

You will be given the option to choose which version to use.
Following are the versions you can choose:
Standard Edition.
Professional Edition.
Enterprise Edition.