DBSYNC DATASHEET

SIMPLIFY SALEFORCE AND GREATPLAINS INTEGRATION:

Salesforce.com to GreatPlains Bidirectional

Provide synchronization between Microsoft Dynamics GreatPlains to Salesforce. Data

Requirements:
Integration from GreatPlains to Saleforce is performed using DBSync where it is defined as
Salesforce Adapter
GreatPlains Adapter
a process under a profile.

Salesforce GreatPlains
Provider:
Accounts and Contacts as Customer
DBSync
Products as Items

Opportunity as Receivables Transactions ,
SOP Transactions

KEY BENEFITS

• Seamless transfer. Use case

• Ability to implement • DBSync for Salesforce.com & GreatPlains provides an easy to use application to
automated workflows synchronize Accounts, Contacts, Products and Opportunities to GreatPlains Customer,
• Reduced turn-around Products and Transactions .
time.
• 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.

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 calls 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
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Process Map

Salesforce to GreatPlains.

Salesforce s
Account Customer

Opportunity(Without Opportunity Line Item) Receivable

Opportunity/Opportunity Line Item
Product/PriceBook
Transactions(Sales/Invoices,services/Repairs,CreditMemo)
SOP Transactions(Quote/Order/Invoice)
Sales Inventory/ Services/Discontinued/Kit/Flat Fee/Disc
Charges

GreatPlains to Salesforce

GreatPlains Salesforce.com
Customer Accounts
Customer Contacts
SalesInventory Products
Services Products
Flat Fee Products
Discontinued Products
Kit Products
Misc Charges Products
Receivable Transaction(Without Line Item) Opportunity
SOP Transactions(With Line Item) Opportunity/LineItem
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Business Process Flow

Salesforce to GreatPlain

Salesforce dbsync GreatPlains

Account Customer to Customer

Account/Contact

Item(
Contact SalesInventorySer
vices ,Kit,Flat
Fee,Discontinued,
Misc Charges..)

Product Product to Item(s) Receivable

Transactions
(Sale/
PriceBookEntry Invoices,Services/
Repair,CreditMem
o,Debit
Memos,Warranty,
Opportunity/ Opportunity to Finance
Without Line Item Receivable charges,Returns)
Transcations

SOP
Opportunity to
Opportunity/ Line Transactions(Quot
Sales Order
Item e,Order,Invoice)
Transactions
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GreatPlain to Salesforce

GreatPlains dbsync Salesforce

Customer Customer to Account

Account/Contact

Item( Services,,Sales
Contact
Inventory,Kit,Flat
Fee,Misc
charges,Discontinued.)
Product to Item(s)
Product

SOP
Transactions(Quote,Order PriceBookEntry
,Invoice)
Opportunity to
Invoice
Receivable Opportunity
Transactions(Credit
Memo,Services/
Opportunity Line
Repairs,Sales/
Item
Invoices,Warranty,Finance
Charges,Returns) Opportunity

Opportunity
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Installation
Salesforce
1. Get the following App from AppExchange .
https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t9000000095Kh&crc=1

2. It asks for username and password of the Salesforce.com instance where you would like to install DBSync
GreatPlains Integration. The username and password should have the administrative privileges to install.
3. Next you should see the contents of the package in your Salesforce.com instance. Click on Next and then click on
Install and then Click on “Deploy Now” button.
4. 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.
5. Go to setup  Customize  Account  ‘Page Layout’ menu to add the “GPCustomerID” field on the page layout.
Save the Account ‘page layout.’

Field Comments
GPCustomerID This field is used to store the GreatPlains Customer Number

6. Go to setup  Customize  Contact  ‘Page Layout’ menu to add the “GPContactID”,”UniqueContactID” field on
the page layout. Save the Contact ‘page layout.’

Field Comments
GPContactID This field is used to store the GreatPlains Customer Number
UniqueContactID This is a formula field, which is used to ensure that no Contacts in Salesforce are
duplicates while syncing.

7. Go to setup  Customize  Opportunity  ‘Page Layout’ menu to move “DOC ID”, ”GPTransaction”,”
GPTransactionID”,” TransactionType”,” Primary Contact” on the Page Layout.

Field Comments
DOC ID This field is used only for Sales Order Transactions. For every transaction the
value of the DOC ID needs to be as below:
SalesOrder Transaction – Invoice  STDINV
SalesOrder Transaction – Quote  STDQTE
SalesOrder Transaction – Order  STDORD
GPTransaction This fields provides the type of transaction that needs to be created in
GreatPlains from the Opportunity
TransactionType Based on the GPTransaction, the type of transaction can be selected in this field.
Primary Contact The contact of this field would be the Primary Contact for the Transaction in
GreatPlains
GPTransactionID This field stores the Document Number of the transaction in GreatPlains.
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8. Create a new field of type “Auto Number” under Setup  Customize  Opportunity  Fields. Set the properties of
the field as below.
o Field Label = Auto Doc Number
o FieldName = Auto_Doc_Number
o Display format = DBSYNC{000000}
o Starting Number = 1
You can check the box “Generate Auto Number for existing records”
9. Move Invoices from the Opportunity Related List to the page layout. Go to setup  Customize  Opportunity 
‘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 Date. See
the picture below for the column sequence:

Save the opportunity ‘page layout’.

10. Go to Setup  Customize  Product  ‘Page Layout’ to move ‘GPProductID, ‘Location Code, ‘Product Type’ and
‘Unit Of Measurement’,’PriceLevel’, ‘Class ID’ and ‘Currency ID’ field to the Product layout.

Field Comments
GPProductID This field is used to store the GreatPlains Item Number
Location Code This field holds the Location Code’s which are set up in the GreatPlains. By
Default we have few locations and you can update the field with the values of
your GreatPlains setup.
ProductType This fields specifies the type of Item in GreatPlains
Unit of Measurement This field holds the Unit of Measurement list of your GreatPlains. By Default we
have few units and you can update the field with the values of your GreatPlains
setup.
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PriceLevel This field holds the PriceLevel list of GreatPlains. By Default we have few
PriceLevels and you can update the field with the values of your GreatPlains
setup.
ClassID This field holds the Class ID’s of GreatPlains. By Default we have few Class’s and
you can update the field with the values of your GreatPlains setup.
Currency ID This field holds the Currency IDs of GreatPlains. By Default we have few
Currencies and you can update the field with the values of your GreatPlains
setup.

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

GreatPlains Setup

1. Install and setup Microsoft Dynamics GP 10.0

2. Install and setup SQl Server Management Studio.

3. Install and setup eConnect SDK.

Dbsync Installation and Setup

1. Download the DBSync exe file from the link of your email from DBSync Team and Install it.

Installation steps:

a.Run the Setup wizard

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b.Click on Next and select I accept the agreement.

c.Click on Next and Enter Destination Location.

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d. Select Start menu Folder.

e. Set Additional task.

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f. Click on Install.
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Click on Finish

At this point, you have successfully completed your Dbsync Installation on your Desktop. If you have selected the
option ‘Set DBSync as Service’, then DBSync would be running as a Windows Service in the background. If you have not
opted to select this, then you can start DBSync from your Start Up  Program Files  DBSync Integration Suite.

Dbsync Configuration
1. Login into dbsync by following the http://localhost:8080/dbsync2/login.m in your internet browser. You can
provide the username and password which is been provided to you.
2. Go to Library Section and add the template SalesforceGreatPlains:BiDirectional.
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3. Enter eConnectport (Default: 18888), Datasource, Dbname and click on save properties.

Examples:

Datasource : DESKTOPUSERNAME\MSSQLSERVER2008

Dbname : <<Your GreatPlains Company Database name. >>

3. Click on Validate to check wether the connection properties are valid or not.

4. Click on Continue and Enter Username and password. Make sure you enter your Salesforce Security Token at the
end of the password.
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5. Click on save properties .After this click on validate to check wether the connection properties are valid or not.

If you have problems setting up, please go to

1. Salesforce setup - http://www.appmashups.com/dbsyncwk/index.php?title=Dbsync:Adapter_Salesforce

Note:
Once you have configured DBSync, you can go for Advanced Properties and click on Run button to perform the
sync.

Profile Setup

Salesforce Adpater

Configuration Instructions
Username <<Username>>
Password <<Password>>
EndPoint https://www.salesforce.com/services/Soap/u/14.0
Transport.compression True/False
Sid As Applicable
ProxyHost If you use a proxy server then put <<proxy ip or host>>
ProxyPort If you use a proxy server then put <<proxy port>>
ProxyUserName If you use a proxy server then put <<proxy username>>
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ProxyPassword If you use a proxy server then put <<proxy password>>
acceptGzip As Applicable
sendGzip As Applicable

GreatPlains Adapter

Configuration Instructions
eConnecturl The port on which the eConnectProxy Connector would work on. Default value
would be of 18888.
Datasource Provide the SQL Server Connection Source details.
Dbname Provide the GreatPlains SQL Server Database Name.

Advanced Properties

Configuration Instructions
Log Level According to requirements.
Email Email address to receive logs. Multiple email addresses should be separated with
commas.

Process Definition Filename

Configuration Instructions
Process Name Name of the process definition file to create
Select Process File Upload of a process from an appropriate location in local drive.
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DBSync LLC
750 Old Hickory Blvd.
Bldg 2, Suite 150
Brentwood TN 37027
U.S.A

Email
sales@avankia.com
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