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  • Quick Books fields missing from SF after first sync

    I'm new to both SF and Pervasive so forgive me if this is an obvious question. We did our first sync yesterday with Quick Books, but pervasive seems to have missed some fields from our quick books customer profiles. It also doesn't seem to have migrated any credit card info into SF. The missing...
    Posted to General Discussion (Forum) by shawnlucci on 06-29-2010

  • 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 (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 (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 (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 (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 (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 (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 (Forum) by nmendlik on 01-14-2009
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