ms gp - sales force mapping

8/6/2019 MS GP - Sales Force Mapping

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DBSYNC DATASHEET

Provide synchronization between Microsoft Dynamics GreatPlains to Salesforce. Data

Integration from GreatPlains to Saleforce is performed using DBSync where it is defined

a process under a profile.

Salesforce GreatPlains

Accounts and Contacts as Customer

Products as Items

Opportunity as Receivables Transactions ,

SOP Transactions

Use case• DBSync for Salesforce.com & GreatPlains provides an easy to use application to

synchronize Accounts, Contacts, Products and Opportunities to GreatPlains Customer,

Products and Transactions .

• The application provides a pre-built field map along with a flexible advance mappi

capability and configuration capability. The application also has an automatic onlineupdate 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 mak

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

SIMPLIFY SALEFORCE AND GREATPLAINS INTEGRATION:

Salesforce.com to GreatPlains Bidirectional

Requirements:

Salesforce Adapter

GreatPlains Adapter

Provider:

DBSync

KEY BENEFITS

• Seamless transfer.

• Ability to implement

automated workflows

• Reduced turn-around

time.



DBSYNC DATASHEET

Process Map

Salesforce to GreatPlains.

GreatPlains to Salesforce

GreatPlains Salesforce.com

Customer Accounts

Customer Contacts

SalesInventory ProductsServices Products

Flat Fee Products

Discontinued Products

Kit Products

Misc Charges Products

Receivable Transaction(Without Line Item) Opportunity

SOP Transactions(With Line Item) Opportunity/LineItem

Salesforce s

Account Customer

Opportunity(Without Opportunity Line Item) Receivable

Transactions(Sales/Invoices,services/Repairs,CreditMe

Opportunity/Opportunity Line Item

SOP Transactions(Quote/Order/Invoice)

Product/PriceBook Sales Inventory/ Services/Discontinued/Kit/Flat Fee/D

Charges



DBSYNC DATASHEET

Business Process Flow

Salesforce to GreatPlain

GreatPlaindbsyncSalesforce

Customer to

Account/ContactAccount Customer

Contact

Product Product to Item(s)

Item(SalesInventorySer

vices ,Kit,FlatFee,Discontinued,Misc Charges..)

PriceBookEntry

Opportunity/Without Line Item

Opportunity/ LineItem

Opportunity toReceivable

Transcations

ReceivableTransactions

(Sale/

Invoices,Services/Repair,CreditMem

o,DebitMemos,Warranty,

Financecharges,Returns)

Opportunity toSales Order Transactions

SOPTransactions(Quote,Order,Invoice)



DBSYNC DATASHEET

GreatPlain to Salesforce

SalesforcedbsyncGreatPlains

Customer to

Account/ContactCustomer Account

Product to Item(s)

Item( Services,,Sales

Inventory,Kit,Flat

Fee,Misc

charges,Discontinued.)

PriceBookEntry

Opportunity

Opportunity Line

Item

Opportunity to

Invoice

SOP

Transactions(Quote,Order

,Invoice)

Contact

Product

Receivable

Transactions(CreditMemo,Services/

Repairs,Sales/

Invoices,Warranty,Finance

Charges,Returns) Opportunity

Opportunity



DBSYNC DATASHEET

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 o

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 inGreatPlains 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.



DBSYNC DATASHEET

8. Create a new field of type “Auto Number” under Setup Customize Opportunity Fields. Set the properties

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. Se

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’ an

‘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.



DBSYNC DATASHEET

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



DBSYNC DATASHEET

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.



DBSYNC DATASHEET

Click on Finish

At this point, you have successfully completed your Dbsync Installation on your Desktop. If you have selected theoption ‘Set DBSync as Service’, then DBSync would be running as a Windows Service in the background. If you have no

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.



DBSYNC DATASHEET

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 th

end of the password.



DBSYNC DATASHEET

5. Click on save properties .After this click on validate to check wether the connection properties are valid or n

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 th

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>>



DBSYNC DATASHEET

ProxyPassword If you use a proxy server then put <<proxy password>>

acceptGzip As Applicable

sendGzip As Applicable

GreatPlains Adapter


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


Log Level According to requirements.

Email Email address to receive logs. Multiple email addresses should be separated withcommas.

Process Definition Filename


Process Name Name of the process definition file to create

Select Process File Upload of a process from an appropriate location in local drive.



DBSYNC DATASHEET

Copyright @ 2010, DBSync LLC and/or its affiliates. All rights reserved. This document is provided for information purpose only, a

the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor is it subject to an

other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of

merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no

contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or

transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.

DBSync is a registered trademark of DBSync LLC and/or its affiliates. Other names may be trademarks of their respective owners.

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Bldg 2, Suite 150

Brentwood TN 37027

U.S.A

Email

[email protected]

Phone/Fax

1-877-739-2818

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