Cloud Workflow
Raise an IssueJoin Community
  • Getting Started
    • Introduction
    • Integration Basics
    • Sign Up and Get a License
    • Features and Benefits
  • DBSync Platform
    • Core Components
    • System Requirements
    • AppCenter
      • Company and User Management
    • Development Studio
    • Security Features
  • iPaaS
    • Home
    • Apps
    • Extend
      • Functions
    • Administration
      • User & Role Management
    • Logs
    • Remote Agent
    • Published Templates
  • Create your Workflow
    • Project
    • Task
    • Flow Builder
      • Standard Functions
    • Actions
      • Flow
      • Variable
      • Transform and Write
      • SQL
      • Restructure
      • Query
      • Debug
      • ReST
      • Conditions
        • If (Condition)
        • For (Loop)
      • Storage
        • Dropbox
        • File
        • CSV
        • Google Drive
        • FTP
        • S3
      • Flow Management
        • Flow
        • Logs
        • Notification
        • Schedule
        • API
        • Webhook
        • Forms
    • Configuring DBSync Environment
  • Connectors
    • Amazon S3
    • Authorize.NET
    • ChannelAdvisor
    • Database
    • Dropbox
    • FTP
    • Google Drive
    • Google Sheets
    • HubSpot
    • JIRA Cloud
    • JIRA Service Management
    • Linnworks
      • Creating the DBsync Application on Linnworks Developer Instance
    • Mailchimp
    • Microsoft Dynamics 365 Business Central
    • Microsoft Dynamics 365 Finance and Operations (D365 F&O)
    • Microsoft Dynamics CRM Online
    • Microsoft Dynamics GP
    • Microsoft Dynamics NAV
    • monday.com
    • Narvar
    • NetSuite
      • NetSuite Connector Settings
    • OpenAPI
    • PointClickCare
    • QuickBooks Desktop
    • QuickBooks Online
    • Sage Intacct
    • Salesforce
    • ShipStation
    • Shopify
    • SkuVault
    • WooCommerce
  • Template Library
    • Salesforce to QuickBooks Online Order to Cash
    • Salesforce to QuickBooks Desktop Order to Cash
    • Salesforce to FTP Integration
    • QuickBooks Online to Salesforce Accounts Receivable
    • QuickBooks Desktop to Salesforce Accounts Receivable
    • QuickBooks Online to Business Central Integration
    • QuickBooks Online to ShipStation Orders
    • QuickBooks Desktop to Shipstation Orders
    • QuickBooks Desktop to monday.com Integration
    • QuickBooks Online to monday.com Integration
    • Shopify to QuickBooks Online
    • Shopify to QuickBooks Desktop
    • Linnworks Orders to QuickBooks Online
    • Linnworks Orders to QuickBooks Desktop
    • Linnworks to Salesforce Integration
    • Salesforce Litify and QuickBooks Online
    • Salesforce Litify and QuickBooks Desktop
    • HubSpot to QuickBooks Online Order to Cash
    • HubSpot to QuickBooks Desktop Order to Cash
    • SkuVault Orders to QuickBooks Desktop
    • SkuVault Orders to QuickBooks Online
    • SkuVault and Salesforce
    • ChannelAdvisor Orders and Salesforce
    • ChannelAdvisor and QuickBooks Online
    • ChannelAdvisor and QuickBooks Desktop
    • Shopify Orders to Dynamics365 CRM
    • Shopify Orders to Salesforce
    • ShipStation to Dynamics 365 CRM
    • ShipStation Orders to Salesforce
    • ShipStation to QuickBooks Online Orders
    • ShipStation to QuickBooks Desktop
    • Target Recruit to QuickBooks Online
    • Target Recruit to QuickBooks Desktop
    • QuickBooks Online to Database
    • QuickBooks Desktop to Database
  • Troubleshooting
    • Common Errors & Fixes
    • Adding Trusted IP Address in Salesforce
    • Installing QuickBooks Web Connector
    • QuickBooks to Salesforce Data Migration
    • Setting Password in QuickBooks Web Connector
    • Starting QuickBooks Web Connector
    • Update Salesforce Password & Security Token in DBSync
  • 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
Powered by GitBook
On this page
  1. DBSync Platform

Core Components

The following table lists core components or ingredients of the DBSync's platform. These components are related to the ETL concepts to help readers attain an in-depth understanding of how the whole platform works.

Component
Description

Project

A Project is the top-level container that encapsulates everything required to solve a business integration requirement. It includes a set of Connectors, Tasks, Flows, and Mappings that work together to move and transform data between systems. Projects help organize integrations in a modular and reusable way.

Task

A Task is a combination of control flow and data flow that together define the complete integration logic for a specific process. It includes configurations, execution rules, and error-handling logic. A single Project can contain multiple Tasks, each targeting different workflows. It enables automated integrations for efficient data management.

Flow

A Flow in DBSync represents a specific automation or workflow you want to execute. It uses queries, variables, and logic to drive data processing and transformation. Each Flow can be independently enabled or disabled, controlling whether that workflow runs during integration execution.

Connectors

Connectors are configuration components that handle authentication and connection setup to external systems or databases. They store connection parameters (like URL, tokens, keys, etc.) required to establish a secure link between DBSync and the endpoint. Each connector is linked to an App to define the type of data interaction. They support both pulling data from and pushing data to target systems by leveraging APIs, JDBC/ODBC, or file protocols.

Actions

Actions are the smallest executable units within a Flow in DBSync. They define what operation to perform on data—such as reading, writing, transforming, or even applying conditions. Each Action interacts with a specific system (via the configured Connector and App) and executes a defined function like querying data, inserting records, or looping through results. E.g.- Query, Transform & Write, If, For, Storage actions, etc.

Template Library

Contains pre-defined Projects with default mappings for integrating applications such as Salesforce and QuickBooks etc.

Forms

Forms in DBSync are user-friendly interfaces designed to simplify the setup of integration Projects. Instead of configuring every detail manually, developers can create customized forms that ask a series of questions.

These forms act as a guided setup wizard, allowing users to input values that are automatically injected into the underlying configuration (like queries, mappings, and connectors).

Scheduler

The Scheduler allows you to automate the execution of Tasks at predefined intervals—daily, weekly, hourly, or even custom CRON expressions. It ensures that your integrations run without manual intervention, making it a key component for continuous data sync between systems.

PreviousDBSync PlatformNextSystem Requirements

Last updated 1 month ago