Template Library

Overview of Template Library in DBSync Cloud Workflow

Overview of the Template Library

The Template Library in DBSync Cloud Workflow offers a collection of pre-built integration solutions for popular applications. This library enables users to quickly set up workflows without starting from scratch, streamlining the integration process and enhancing productivity.

Steps to Use the Template Library

Access the Template Library

1. From the Dashboard, select Add Template.

1. You will see a list of pre-built integration templates for various applications, such as:

• ChannelAdvisor & QuickBooks Bidirectional Integration

• Salesforce & QuickBooks Integration

• Microsoft Dynamics 365 & QuickBooks Desktop (with Setup Wizard)

• FTP to Salesforce Integration

• And many more.

Select a Template

1. Choose the template that suits your integration requirements.For example, if you need to integrate Salesforce with QuickBooks, select the "Salesforce & QuickBooks Integration" template.

Import the Template

1. Click the 'Import' button next to the desired template.

Configure the Template

1. You will be prompted to select the template and provide a name for your project.

Customize as Needed

1. After importing the template, you can further customize the integration workflows, mappings, and settings to fit your specific requirements.

Save and Run the Integration

1. Once you have made the necessary configurations, save your changes and run the integration to start the data synchronization process.

Benefits of Using Template Library

• Pre-built Integrations: The Template Library provides a collection of pre-built integration solutions for popular applications, saving time and effort in setting up integrations from scratch.

• Ease of Use: Importing and configuring templates is a straightforward process, making it accessible to users with varying technical expertise.

• Flexibility: The templates can be customized to adapt to specific business needs, allowing users to tailor the integrations to their requirements.

Pro Tip

PRO TIP

Regularly check the Template Library for new and updated templates to take advantage of the latest integration solutions and enhancements provided by DBSync.

Frequently Asked Questions (FAQ)

1. Can I modify the templates after importing them?

Yes, after importing a template, you can customize the workflows, mappings, and settings to fit your specific requirements.

2. How do I know which template to choose for my integration needs?

Each template comes with a detailed description. Review the descriptions to find the template that best matches your integration requirements.

3. Is there a cost associated with using the Template Library?

The availability of templates may depend on your subscription plan. Check with your DBSync account representative for details on template access based on your plan.

4. Can I create my own templates and add them to the Template Library?

DBSync allows for the creation of custom templates. You can save your customized workflows as templates for future use.

By following these steps and utilizing the Template Library, you can efficiently set up and manage your integrations, leveraging pre-built solutions tailored to popular applications.