Email Connector Configuration
Go to www.mydbsync.com. Select Customer Login. Enter your Username and Password and click Login.
Go to My Home and click on Launch button to launch Project console.
Click on Project on the left section of the console. Then, click on the existing project SalesforceDatabase.
You will see the existing process SalesforceDatabaseBidirectional.
Click on Connectors on the left section of Project console. You need to create a new connector Email Connector.
Click on Create New Connector. Enter the connector name as Email and select the connector type as Email Service Adapter. Click Save.
Enter all the required details. Click Save and then, Validate connection.
Email Connector is created and the connection is validated.
You will see the existing connectors Salesforce and Database. Make sure these connectors are also validated.
Go to Process SalesforceDatabaseBidirectional. Create new workflow Email.
Open the workflow Email. Here, you will see Trigger at the top and Rules at the bottom.
In Trigger, select datasource as Console Adapter.
In Rules, click on Add New Rule. Select Target Connector, Operation, Target Object as Email, Insert, Email respectively.
Click on Map in this newly created Rule. You will see the target fields on the left section of the Mapping screen.
Enter the required values for the Target field. Save and Close. Save Workflow.
Make sure that the Workflow status is ON.
You are now ready to run the sync. Click on the Run Button next to the Project SalesforceDatabase.
You can run the integration using the Run button; or, the Scheduler on the left section of Project console. Run button is available once you open the project.
Using the button Logs on the left section, you can view the Logs.
Once the integration is complete, you will receive an Email based on the settings specified in the Map of the newly created Rule.
This concludes a brief introduction on how to build DBSync integration data flow from Intacct to Database.
Last updated