# Target Recruit to QuickBooks Online

## **Overview**

This guide provides step-by-step instructions for integrating **Target Recruit** with **QuickBooks Online** using the DBSync Cloud Workflow. This integration template is designed to sync data efficiently between the two systems for streamlined operations.

### Outcomes

The integration template facilitates:

* Synchronization of customer, invoice, and payment data between Target Recruit and QuickBooks Online.
* Reduced manual data entry and enhanced financial accuracy.

### **Key Features**

* **Two-way Sync:** Ensures updated data flows between Target Recruit and QuickBooks Online in real time.
* **Custom Mapping:** Tailor data fields to match your business needs.
* **Error Reporting:** Instant alerts for failed synchronization or data discrepancies.

## **Prerequisites**

To access the DBSync Cloud Workflow, follow these steps:

1. Login to DBSync Cloud Workflow by navigating to the DBSync website.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FdwwDUA7h0djoHaXR4KQS%2Fcw4.png?alt=media&#x26;token=4863d114-3b6e-41b8-95ea-a338d594d4b5" alt=""><figcaption><p>Login to Cloud Workflow</p></figcaption></figure>

2. Click Login and choose Cloud Workflow.
3. Enter the Username and Password credentials that you provided during signup and click Login.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FUsCNVHxiZdKbcC5BjvBU%2Fcw5.JPG?alt=media&#x26;token=73dca1c7-75dd-4251-b085-7ba98c96b90d" alt=""><figcaption><p>Enter Login Credentials</p></figcaption></figure>

4. After logging in, you will be redirected to the DBSync Cloud Workflow **Home Screen**.

## **Setting up the Integration**

#### **Access the Template**

1. Log in to your **DBSync Cloud Workflow** account.
2. Click **Add** **Template** > **Target Recruit to QuickBooks Online Integration from the** Template Library.
3. Click **Import**. You can choose to provide a custome name for the template and click **Next**.&#x20;
4. Click **Apps** from the left navigation bar to setup the **Connectors**.
5. From the list of available Connectors select the **Target Recruit** App and QuickBooks Online and click **Add App.**
6. Provide the necessary details that might be required such as **API URL, Username, Password, Client ID** and **Security Token**.
7. Test both connections to verify credentials.

#### **Configure Data Mapping**

1. Select the current project and click **Setup**.&#x20;
2. 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.

3. Click **Next**.

#### **Schedule Synchronization**

1. Navigate to the **Schedule** tab.
2. Define sync intervals (e.g., every 1 hour, daily).
3. Enable the scheduler to automate data synchronization.

#### **Run Synchronization**

1. Navigate to the **Run** tab.
2. Click **Run** to start manual synchronization or check logs for automated runs if the integration is scheduled.
3. View sync logs under the **Execution Logs** tab.
4. Address errors with suggested solutions provided in the logs. Common errors include:
   * **Invalid Field Mapping:** Review the mapping configuration.
   * **Authentication Failure:** Recheck API credentials.

### **Best Practices**

* Always test configurations in a sandbox environment before deploying to production.
* Regularly update API tokens to maintain secure connections.
* Back up your data periodically to prevent loss during synchronization.