Cloud Workflow
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  • Getting Started
    • Introduction
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  • Create your Workflow
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    • Configuring DBSync Environment
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      • Creating the DBsync Application on Linnworks Developer Instance
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    • QuickBooks Online to Business Central Integration
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    • QuickBooks Desktop to monday.com Integration
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    • Shopify to QuickBooks Online
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    • Linnworks Orders to QuickBooks Online
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    • Linnworks to Salesforce Integration
    • Salesforce Litify and QuickBooks Online
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    • HubSpot to QuickBooks Online Order to Cash
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    • SkuVault Orders to QuickBooks Desktop
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    • Shopify Orders to Dynamics365 CRM
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  • Troubleshooting
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    • Adding Trusted IP Address in Salesforce
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    • Starting QuickBooks Web Connector
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  • Additional Resources
    • Billing Information - Auto Renewal
  • Tutorials
    • Salesforce and QuickBooks
      • Account Hierarchy in Salesforce and QuickBooks
      • Account Owner Mapping
      • Resolving Email Fields Sync Issues in QuickBooks Online
      • Mulitple Price Levels in Salesforce QuickBooks Integration
      • Multicurrency in QuickBooks to Salesforce Integration
      • Multicurrency in Salesforce - QuickBooks Desktop Integration
      • Multicurrency in Salesforce QuickBooks Online Integration
      • Product Hierarchy in QuickBooks and Salesforce
      • QuickBooks Data Extraction Queries
      • QuickBooks File Backup and Recovery Process
      • QuickBoooks Reports to Salesforce Integration
      • Recurring Transactions to Accounting System
      • Retrieve Value from custom Field of QuickBooks Online
      • Salesforce Opportunity to QuickBooks - Disabling Jobs
      • Salesforce QuickBooks Custom Mappings
        • Use Case
      • Salesforce QuickBooks Integration with Multiple QuickBooks
      • Syncing Standard Group Line Items in QuickBooks Desktop
    • Using Date Function in DBSync Integration
    • Salesforce and Database
      • Database to Salesforce Integration
    • Database to Database
      • Database to Database Integration
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  1. Create your Workflow

Configuring DBSync Environment

This guide walks you through setting up a basic workflow in the new DBSync UI using the Flow Builder.

Step 1: Login and Create Project

  1. Log in to your DBSync account.

  2. Click on Create Project and provide a name.

  3. Once created, your project will appear on the dashboard.

Step 2: Add a Connector

  1. Navigate to the Apps page.

  2. Click on Add Connector.

  3. Choose a connector from the list and configure it with the required credentials.

  4. Save the connector to make it available for use in flows.

Step 3: Create a Task

  1. Inside your project, click Add Task and give it a name.

  2. Assign a Bot to the task.

  3. Click on Configure to launch the Flow Builder.

Step 4: Design Your Flow

  1. Inside the Flow Builder:

    • Drag and drop a Flow Action from the left pane.

    • Inside the flow, drag and drop a Query Action.

  2. In the Query Action:

    • Select the Connector from the dropdown.

    • Click on Visual Query Builder to define your query (e.g., select an object and apply filters).

    • Click Save.

Step 5: Add Transform & Write

  1. Below the Query Action, drag and drop a Transform & Write Action.

  2. In the Transform & Write configuration:

    • Select Console as the connector.

    • Set the Operation to Insert.

    • Choose Object as Console.

Step 6: Map Fields

  1. Click on the Map button inside the Transform & Write Action.

  2. In the mapping window:

    • Drag fields from the left (source) to the right (target).

    • Click Save & Close.

Step 7: Save and Run

  1. Click Save Flow to save your entire workflow.

  2. Navigate to the Run tab and click Run Now.

  3. View the results in the Console Output.

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Last updated 28 days ago