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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

  • Enable contact setting questions

    In the manage DataSynch Step 3 in the set-up there is a checkbox option for "Enable Contact". The description indicates that it will take the listed contact from QuickBooks and add them to Salesforce. My questions: Is this a single direction flow or bi-directional flow. All other options appear...
    Posted to Installation & Configuration (Forum) by Goschock on 06-17-2009

  • Re: Primary Contact Fields

    [quote user="andykeller"]Account Field Synchronization: If QB Billing Address is Blank = Billing Address in Account in Salesforce will be used. If QB Shipping Address is Blank - Shipping Address in Account in Salesforce will be used.[/quote] Yes this is correct for a new Account in Salesforce...
    Posted to Installation & Configuration (Forum) by cvyvial on 05-05-2009

  • 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

  • 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
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