Target Recruit to QuickBooks Desktop
Learn how to use the Target Recruit to QuickBooks Desktop Integration Template in DBSync Cloud Workflow
Overview
The TargetRecruit to QuickBooks Desktop Integration Template in DBSync Cloud Workflow enables seamless data synchronization between your TargetRecruit CRM and QuickBooks Desktop accounting software. It automates the exchange of critical business data like invoices, payments, and customers, streamlining operations and reducing manual efforts.
Key Features
Bi-directional Sync: Ensure consistency of customer, invoice, and payment data between TargetRecruit and QuickBooks Desktop.
Custom Mapping: Flexible field mapping for custom fields in TargetRecruit and QuickBooks Desktop.
Automation: Reduce manual errors with scheduled sync jobs and event-driven workflows.
Audit Trails: Track data changes and ensure compliance with system logs.
Pre-requisites
DBSync Account: Active account with appropriate permissions.
QuickBooks Desktop: Supported versions of QuickBooks Pro, Premier, or Enterprise.
TargetRecruit CRM: Access to data entities like Accounts, Contacts, and Invoices.
DBSync Connector Setup: Installed QuickBooks Web Connector and access to the TargetRecruit API.
Template Configuration Knowledge: Familiarity with DBSync’s Cloud Workflow platform.
Account Login
To access the DBSync Cloud Workflow, follow these steps:
Login to DBSync Cloud Workflow by navigating to the DBSync website.
Click Login and choose Cloud Workflow.
Enter the Username and Password credentials that you provided during signup and click Login.
After logging in, you will be redirected to the DBSync Cloud Workflow Home Screen.
Installation and Setup
Click Add Template > Target Recruit to QuickBooks Desktop Integration from the Template Library.
Click Import. You can choose to provide a custome name for the template and click Next.
Click Apps from the left navigation bar to setup the Connectors.
From the list of available Connectors select the Target Recruit application and QuickBooks Desktop application and click Add App.
For QuickBooks Desktop, Download and install the QuickBooks Desktop Web Connector from the Intuit website.
Configure the QuickBooks Desktop Web Connector to connect with DBSync Cloud Workflow platform.
Provide the necessary details that might be required such as API URL, Username, Password, Client ID and Security Token.
Test both connections to verify credentials.
Map Data Fields
Select the current project and click Setup.
In the Setup section, customize the field mappings for entities like:
Customers: Name, Email, Phone Number, Billing Address.
Invoices: Invoice Number, Date, Amount, Line Items.
Payments: Payment Date, Amount, Reference Number.
Click Next.
Schedule Synchronization
Navigate to the Schedule tab.
Define sync intervals (e.g., every 1 hour, daily).
Enable the scheduler to automate data synchronization.
Run Synchronization
Navigate to the Run tab.
Click Run to start manual synchronization or check logs for automated runs if the integration is scheduled.
View sync logs under the Execution Logs tab.
Address errors with suggested solutions provided in the logs. Common errors include:
Invalid Field Mapping: Review the mapping configuration.
Authentication Failure: Recheck API credentials.
Troubleshooting
Common Issues and Solutions
Data not syncing
Incorrect API credentials
Recheck TargetRecruit API details.
Mapping errors
Missing field mapping configuration
Validate field mappings in the template.
QuickBooks error codes
Web Connector issues
Restart the Web Connector and retry.
Workflow not triggering
Trigger misconfiguration
Check and reconfigure triggers.
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