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Voided invoices in Quickbooks set a flag in Salesforce

If I void an invoice in Quickbooks, check a box in Salesforce on the opportunity that the opportunity has been canceled. If I void a product out of an invoice in Quickbooks, check a box in Salesforce on the opportunity line item that that line item has been canceled. From there, we will be able to write...

Posted to Enhancement Requests (DSOD) (Forum) by gpolmateer on 03-01-2010
API call limit exceeded in Salesforce

We have an installation that has caused the number of API calls to exceed 5000 in a 24 hour period. They are syncing every 15 minutes. However, they are not actively using the system yet, so there are no opportunities being created, etc. Shouldn't there essentially be no API calls being made except...

Posted to General Discussion (DSOP) (Forum) by tsmith on 05-19-2009
Kryptonite for the Force.com?

Our survey last week was geared to answer the question, "What CRM system are you using?". The result of the survey answered that but it also opened a whole new line of questioning, that until now I had not considered at all. But first let’s take a look at the results of the question... The...

Posted to DataSolutions Blog (Weblog) by bjacaruso on 04-13-2009
Salesforce and Quickbooks address synchronizing

The problem we’re having is with the way Pervasive is syncing the data between QuickBooks and Salesforce. A separate section was created when everything was originally set up in Salesforce called “QuickBooks Information”, which is where Pervasive syncs all of our QuickBooks data. Going forward, if we...

Posted to General Discussion (DSOP) (Forum) by cvyvial on 03-13-2009
Integration and Changing Your Oil

Connecting music to a portable device is a data integration problem solved by a solution called an MP3 manager like iTunes. Connecting your photos in your camera to your computer is a data integration problem solved by a photo application such as iPhoto. Connecting your CRM software to your Accounting...

Posted to DataSolutions Blog (Weblog) by bjacaruso on 02-18-2009
Information on Contact Integration Settings

To enable Contacts to be synchronized from Salesforce.com to Quickbooks and Quickbooks to Salesforce.com: Login to your DataSynch web interface Check the Enable Contacts Save settings If you would like to only synchronize Salesforce.com contacts to Quickbooks: Located the Variables.ini file on the machine...

Posted to General Discussion (DSOP) (Forum) by cvyvial on 01-30-2009
Re: Why isn't my integration working?

Another option is adding your external IP to the network access settings in Salesforce.com. To add your external IP address to your network access settings: Login to Salesforce.com. Go to Setup > Administration Setup > Security Controls > Network Access. Click on New. Enter the IP range in the...

Posted to General Discussion (DSOP) (Forum) by nmendlik on 01-22-2009
How does the Ready To DataSynch check box work in Salesforce?

Here is an explanation of how the trigger works. Trigger fires on an update and on an insert of Accounts and Opportunities. INSERT: If there is no date in the field PDS__DataSynch_Modified_Date__c field then it will be checked. (typically when a user inserts a record.) If there is a date in the field...

Posted to General Discussion (DSOP) (Forum) by cvyvial on 01-21-2009
Re: How do i match the products?

DataSynch only supports product matching from QuickBooks to Salesforce using the Product Matcher provided in the Web Interface. To link up Products that are already in Salesforce.com, insert them in QuickBooks such that the Item Name/Number in QuickBooks matches the Product Code in Salesforce.com. Then...

Posted to General Discussion (DSOP) (Forum) by nmendlik on 01-14-2009
Field Comparison

Find out what fields are synced between QuickBooks Online and Salesforce.com.

Posted to DataSynch for use with QuickBooks Online and Salesforce (FileGallery) by nmendlik on 12-18-2008

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