ACCOUNTING INTEGRATION FOR SERVICEMAX

 Integrate Servicemax?  Definitely we can!

It’s been only a few weeks since we announced our Partnership with ServiceMax, and we can see the excitement among the enterprises signing up for the integration service.

ServiceMax is a leading provider of field service management solutions through its field service management tool built on top of Salesforce. It offers on-demand solutions that automate operational planning such as workforce optimization, advanced scheduling and dispatch, parts logistics, inventory and depot repair, and installed base entitlements.

With its real-time cloud integration solution, DBSync will connect ServiceMax to a variety of enterprise systems such as QuickBooks, Microsoft Dynamics GP, Intacct and Accounting Book. With the integration support introduced by DBSync, the ServiceMax users will have easy access to various records such as

• Accounts
• Contacts
• Work Orders & Work Details with Customers
• Jobs and Invoice & Line Items

 The features of the DBSync support for ServiceMax & Accounting apps like QuickBooks Integration are:

• Easily extend, map and create new business processes and mappings
• Supports custom objects in ServiceMax
• Supports Data Extension in QuickBooks
• Supports Multi-Company database Integration
• Migrate data from Accounting to ServiceMax or vice-versa

Through this support, the users will be able to improve productivity by reducing double data entry and increase data visibility across multiple systems. They’ll have a seamless experience by reduced A/R by automating payments, reports, workflows and alerts. They can also integrate with other applications like eCommerce to simplify business.

 Benefits that you can reap through the integration of Accounting or ERP System from ServiceMax are:

• DBSync for ServiceMax & Accounting integration integrates ServiceMax to QuickBooks, Microsoft Dynamic GP, Intacct and Accounting Book.
• DBSync for ServiceMax & Accounting integration provides an easy to use application to synchronize Accounts, Contacts and Work Orders to Customer, Jobs and Invoices and many more into your Accounting system.
• Track Cash to Close and AR analytics to manage your customer more effectively.
• The application provides a pre-built field map along with a flexible advance mapping capability and configuration capability. The application also has an automatic online update so you never have to manually upgrade your application.

For more information on ServiceMax integration, visit our page: https://www.mydbsync.com/integration/servicemax 

How to transfer data from Microsoft dynamics 365 for sales to a database using dbsync

Cloud data and cloud based applications have grown exponentially over the past years. Combining data sources and applications has become a major challenge for many companies. One of these important applications is Microsoft Dynamics 365 for Sales.

Microsoft Dynamics 365 for Sales is an application that helps companies to interact with current and potential customers. It is widely used due to its convenient characteristics.

Often the data stored in Microsoft Dynamics 365 for Sales has to be transferred to a database such as MSSQL or MySQL.

In this article, you will learn how to do this by using DBSync Cloud Workflow.

Introducing DBSync Cloud Workforce

DBSync is an integration platform that facilitates the integration between different systems. It manages all the communication, data translation and process interaction among the various connected applications.

This platform uses different processes, also known as business processes, to synchronize data between different databases and applications. These processes, in turn, use connectors to link different databases and applications.

DBSync presents you with a series of connectors. Among them, is the Microsoft Dynamics CRM connector, which has two versions, namely online and on premise.

These connectors allow you to move data in and out of Microsoft Dynamics 365 for Sales, in order to populate data warehouses, synchronize master databases, and streamline transaction details and online payments.

How to transfer from MS Dynamics 365 for Sales to a database

You will now see the necessary steps to transfer data from MS Dynamics 365 for Sales to MySQL. However, the same steps apply to other databases, such as MSSQL, Oracle, and PostgreSQL.

Step 1: Create a new project.

Here you are presented with two options: importing an existing project or defining a new one.

In order to create a new project, you must press the button Create New Project. Then, you will be prompted to enter a name for your project and save it.

Figure 1 – Create a new project

Step 2: Create a connector for each system that you intend to work with.

As we you connecting Microsoft Dynamics 365 for Sales to a database, you need to create two connectors, one for each resource. One connector will be of type Database Connector and the other of type MSCRM Online Connector.

Figure 2: Create a connector

Step 3: Create a process.

Once you are connected to the source and the destination, you need to create a process that defines the transfer task. For this, you must press the button Create New Process and input a name. Just remember that process names cannot contain spaces.

Figure 3: Create a process

Step 4: Create a workflow.

Each process may have several different workflows. In order to create a new workflow, you must press the Create New Workflow button. The system will ask for a workflow name. Just remember that the workflow name mustn’t contain any empty spaces. Each workflow will contain a trigger and one or more rules.

Figure 4: Create a workflow

Step 5: Configure a trigger.

A trigger lets you define a query to your data source, in our case Microsoft Dynamics 365 for Sales. You are presented with two options: query builder and advanced query builder. These alternatives give you the freedom to handle a query at different levels of sophistication, and according to your level of skills.

Step 6: Create a rule.

You can have one or more rules for each workflow. Each rule defines the data destination and a mapping between source and destination.

Figure 5 – Trigger and Rule creation

Step 7: Define a map:

A map connects source and target fields. With DBSync, the mapping is very easy as you can connect the source-destination field pairs by dragging and dropping.

Figure 6 – Create a map

Step 8: Run the process.

You can do it manually or via a scheduler. Manual runs are useful for sporadic tasks (See figure 3). The scheduler lets you manage repeated runs, or run the process at a specific date and time.

What follows

In this article, you have learned how to connect Microsoft Dynamics 365 for Sales and a database. This is just one of the many uses of DBSync Cloud Workflow. There are many more for you to explore. Ready to try? Go to the DBSync website (http://www.mydbsync.com/) and sign up for a free trial.