SIMPLIFY SALEFORCE AND QUICKBOOKS INTEGRATION: Salesforce.com to QuickBooks Bidirectional

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17 Φεβ 2014 (πριν από 3 χρόνια και 6 μήνες)

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Salesforce

to QuickBooks Bidirectional

template provides integration between QuickBooks
and Salesforce.com.

The integration solution is defined as a process within the DBSync
profile.



Salesforce




QuickBooks



Accounts and Contacts

as


Customer



Products

as




Items



Opportunity

as




Estimat
es & Invoices



Sales Receipt & Sales Order



Credit Memos

U
se case



DBSync for Salesforce.com & QuickBooks provides an easy to use application to
integrate

Accounts, Contacts, Products and Opportunities to QuickBooks Desktop
Customer, Jobs, Products and Invoice
.



The
application provides a pre
-
built field to field map along with flexibility for more
complex and dynamic mapping capability. The applica
tion also has an automatic online
update , enabling DBSync customers to enjoy all the product updates and features with


every new release
.

Customer Review


Even with salesforce.com, before installing DBSync .I had to field several call a day from our
salespeople asking:
"how much did we sell this customer and what did we sell them". Now they get this information directly from
salesforce.com. Also for the first time we have been able to implement a system where the salespeople are making
collection call
s on their own clients. This tool has made my life much simpler.


When installing and deploying it DBSync went the extra mile to make sure we were satisfied. This is no “shrink
wrapped” app; it will satisfy the most demanding customer
.”
-

Gustavo Morles on BodyWell Nutrition




SIMPLIFY SALEFORCE AND QUICKBOOKS INTEGRATION:
Sales
force
.com to

QuickBooks

Bidirectional

Requirements:

S
alesforce

Adapter

QuickBooks Adapter



Provider:

DBSync


KEY BENEFITS



Seamless transfer.



Ability to implement
automated

workflows



Reduced turn
-
around
time.

Requirements:

S
alesforceAdapter

QuickBooks Adapter



Provider:

DBSync



DBSYNC

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Process Map


Salesforce to QuickBooks







QuickBooks to Salesforce

QuickBooks

Salesforce.com


Customer


Accounts


Customer


Contacts



ItemInventory


Products


ItemNonInventory


Products


Invoice


Opportunity


Estimate


Opportunity


Sales Order


Opportunity


Sales Receipt


Opportunity


Credit Memos


Opportunity



Salesforce

QuickBooks

Account/Contact

Customer

Opportunity/OpportunityLineItem

Job(Invoice,SalesOrder,
SalesReceipts,
Estimate)

Product
/PriceBook

ItemService,ItemInventory,ItemNonInventory


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Business Process Flow



Salesforce to QuickBooks
QuickBooks
dbsync
Salesforce
Customer to
Account
/
Contact
Account
Customer
Contact
Product
Product to Item
(
s
)
Item
(
Service
,
Inventory
..)
PriceBookEntry
Opportunity
Opportunity Line
Item
Opportunity to
Invoice
Job
Invoice
,
Estimate
,
SalesOrder
,
CreditMemo
Trigger on
A field change


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QuickBooks to Salesforce
Salesforce
dbsync
QuickBooks
Customer to
Account
/
Contact
Customer
Account
Product to Item
(
s
)
Item
(
Service
,
NonInvent
ory
,
Inventory
..)
PriceBookEntry
Opportunity
Opportunity Line
Item
Opportunity to
Invoice
Invoice
,
Estimate
,
SalesOrder
,
CreditMemo
(
Trigger on
LastModifiedDate
)
Contact
Product





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Installation

Salesforce

1.

Get the
following App from AppExchange
.

2.

https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t600000001gWU&crc=
1

3.

Yo
u will be prompted to enter your Salesfore.com instance username and password
. The username
of
Salesforce.com

should have the administrative privileges to install.

4.

Next you
verify the

contents of the package in your Salesforce.com instance. Click on
Next

and then clic
k on
Install

and then
Deploy Now

on the following page
.

5.

Go to setup


Create



Objects

menu to see whether “
Invoice
” object has ‘deployed’

status. If not, click edit
adjacent Invoice object, check on
‘Deployed’
,

and Save.

6.

Go to setup


Customize


Account



Page Layout

menu to add
the ‘
Quickbooks Id
’,’
QB Error


field on the page
layout
.
Once the above mentioned fields are added to the page layout, click on
Save

button.

7.

Go to setup


Customize


Contact



Page Layout

menu to add
the ‘
Quickbooks Id
’,’
QB Error
’, ‘
QBName


field
t
o the page layout
.
Once the above mentioned fields are added to the page layout, click on
Save

button.

8.


Go to setup


Customize


Opportunity



Page Layout

menu to
add


Generate
’, ‘
Quickbooks
Id


,’
Primary
Contact
’and


QB Error


fields to

the Pa
ge Layout
.

9.

Go to setup


Customize


Opportunity Products



Page Layout

menu to m
ove ‘
Quickbooks Id


on the Pa
ge
Layout
.

In case you are using Professi
onal version
,

then move “
Product Name
” and “
QuickBooks Item Type
” to the
layout
.

F
or Professional Version
s not having
P
roducts “
Product Name

can be used as a single quantity line item to generate

Invoice, estimate or sales order inst
ead of having to Product object as with the

Enterprise edition
.


Note
:

In case your salesforce.
com instance uses Record Types, the “Generate” drop down might be disabled. To enable the
“Generate” drop down, the

Salesforce.com user needs to have sufficient

permissions

to have this setup
. Contact your
Salesforce.com admin if you need further assistanc
e in enabling the “Generate” button.



10.

Drag

Invoices

from the
Opportunity Related List

to the
page
layout
.

Click on Invoices in the Related List Section
and hit “edit properties” button. Select columns as
Invoices
,
Invoice
number
, Total Invoice
Amount
,
Payments
, Balance,
Days Outstanding
, and
Transaction Dat
e.
The below screenshot
illustrates the same with sequence.



DBSYNC

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Save the opportunity ‘page layout’.

11.


Go to Setup


Customize


Product




Page Layout
’ to
add


QuickBooks Item type
’, ‘
QuickBooks Id

,

COGS

,

QB Error’

and ‘
OnHand
’ field
s

to the page layout.



12.

Go to Setup


Customize


User




Page Layout
’ to
add


QB SalesRep ID

field to the page layout.

During the
integration

process,
Products get automatically created in case
the
corresponding Item

name does not exist

in

QuickBooks.

To create

new
products in

QuickBooks

from Salesforce.com
, each product needs

to be mapped as a
Quickbooks

“Item type”
. Make sure you select the appropriate value from the drop down before running DBSync

as
shown below
.



DBSYNC

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Note:

Out of the box DBSync
application
supports Products/Items
as

a flat structure and not in Hierarchy as Products in
Salesforce.com is not Hierarchical. Please look at our
k
nowledge base for step by step instructions on

handling
hierarchies
within
DBSync
.

At this point, you have successfully completed your Salesforce.com instance setup

with DBSync
.


QuickBooks
Desktop
Setup


QuickBooks needs to be setup in case you do not want to create Jobs in QuickBooks fo
r every Opportunity in
Salesforce.com.

1.

Open QuickBooks and go to

Customer Center


2.

Edit or create a new Customer

3.

Go to Edit
Customer
-
> Additional Info
-
>

Define Fields and create a new label as


OpportunityId

(this is case
-
sensitive)




DBSYNC

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DBSync Setup

1.

Login into dbsync by following the
http://dbsync03.appmashups.com/dbsync2/login.m

2.

Click on the
Quick Start
button on the profile page.



3.

This would open up a pop
-
up window with the screen simila
r to the one shown below. This screen provides you
the step
-
by
-
step process of configuring your DBSync setup for performing the sync.





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Please fill in the Salesforce Username and Password for your Salesforce Instance. Make sure you enter your
Salesforce Security Token at the end of the password. If you want to test it out on your Sandbox, provide your
Sandbox credentials and modify the
en
dpoint as


https://test.salesforce.com/services/Soap/u/14.0



4.

Fill up the required details for the adapters and save it. You can move step
-
by
-
step by clicking the ‘Continue’
button at the bottom of the screen.


Note:

If you want to move to the next step i
n the process, you need to validate the connection settings of the
respective adapters
. You can click on
‘Validate’

button by

scrolling to the bottom of the
screen to validate the

connection credentials
.




5.

Under your QuickBookAdapter screen, e
nter Full
path to your QuickBooks file

on your desktop.



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6.

You can retrieve full path / location of your Quickbooks file by pressing
'F2'

key on your keyboard when in
Quickbooks 'Home' page as shown below.



7.

Open the .QWC file with QuickBooks Web Connector.



8.

Click

on OK on the Authorization screen.


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9.

Select the
option ‘
Yes, a
lways; allow access even if QuickBooks is not running
’and click on continue.





10.

Click on Done.


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11.


After clicking on Done, the web connector is launced with the selected integration profile, select
the
integration

profile/profileName, Enter
dbsync password

and finally click on “
Update Selected
” to make a sync.





12.

Click on ‘Continue’ button and naviga
te to ‘Ad
vanced Properties’.
Please
make

sure to
select the log
level as
‘All’ from the drop down
.

13.

Next sections of the Quickstart page provide

you the details of the
integration

process in a sequential manner.

14.

Incase if you need to
customize

existing st
andard

mappings

based on your Business process
, then you can
navigate to that
corresponding state from Quickstart

and click on ‘Edit Map’ link

as shown below
.


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15.

On click of ‘Edit Map’, you would get a pop
-
up window similar to the one shown below
.

You can modify the
mappings are per to your requirement and save it.


Note: Any changes performed in the mapping window would change the PDL file and very likely will affect the data flow
and integration as well
.


DBSYNC

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If you have problems
configuring

DBSync,

please go to
following links.

1.

Salesforce setup


-

http://www.appmashups.com/dbsyncwk/index.php?title=Dbsync:Adapter_Salesforce

2.

QuickBooks setup
-

http://www.appmashups.com/dbsyncwk/index.php?title=Dbsync:Adapter_QuickBooks

Profile Setup


Salesforce

Adpater

Configuration

Instructions

Username

<<Username>>

Password

<<Password
>>

EndPoint

https://www.salesforce.com/services/Soap/u/14.0

Transport.compression

T
rue
/False

sid

As Applicable

Prox
yHost

If you use a proxy server then put <<proxy ip or host>>

ProxyPort

If you use a proxy server then put <<proxy
port
>>

Proxy
UserName

If you use a proxy server then put <<proxy
username
>>

Proxy
Password

If you use a proxy se
rver then put <<proxy password
>>

acceptGzip

As Applicable

sendGzip

As Applicable


QuickBooks

Adapter

Configuration

Instructions

Filename

Point to the actual path of your QuickBooks File. If the field value is left unfilled,
any open QuickBooks file path will be used as a default path at the time of the
configuration.

Pdl

Your Process Definition

file used for the Integration.

Configuration Link

Link to download the file to connect to your QB web Connector.


Advanced Properties

Configuration

Instructions

Log Level

ALL (It is recommended to set the Log Level as “All”)


Process Definition
Filename

Configuration

Instructions

Process Name

Name of the process definition file used for the integration

Select Process File

Uploading a process file from an appropriate location on your local drive.



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Copyright @ 2010, DBSync LLC and/or its affiliates. All rights reserved. This document is provided for information purpose o
nly, and the contents hereof are subject
to change without notice. This document is not warranted to be error
-
free, nor is it subject to any other warranties or conditions, whether expressed orally or
implied in law, including implied warranties and condit
ions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to
this document, and no contractual obligations are formed either directly or indirectly by this document. This document may no
t be reproduced

or transmitted in any
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DBSync is a registered trademark of DBSync LLC and/or its affiliates. Other names may be trademarks of their respective owner
s.

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