ChannelAdvisor and Salesforce

Introduction

DBSync for ChannelAdvisor & Salesforce Integration is an easy to use application. It integrates ChannelAdvisor Products, and Orders with Salesforce Account, Product, and Opportunity. DBSync provides integration with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

Data flow integration between ChannelAdvisor and Salesforce Integration is shown in the table below.

ChannelAdvisor	Salesforce
Customer	Account
Product	Product
Order	Opportunity

DBSync Profile and Application Setup

• Go to www.mydbsync.com & register for Free Trial. Ensure that Source and Target Adapters areChannelAdvisor and Salesforce respectively.

• Login to DBSync Cloud Workflow

• Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:

• Provide your 'User Name' and 'Password' setup during signup and click 'Login'.

• You will be redirected to DBSync Cloud Workflow Home Screen as shown below

• Click the Apps icon from the left navigation toolbar to add desired applications

• Click on ChannelAdvisor Connector and choose 'Connect'

• You need to enter Credentials(Username, Password), and then you can ‘Test Connection’, As shown below:

• Click on Salesforce Connector. Then, click on the link Connect to Salesforce. Sign into Salesforce to authorize DBSync for Salesforce to connect.

• Click 'Save' and 'Test Connection'.

• You are now ready to run the integration using pre-built forms.

OR you can establish a connection with your application during the template import process. The initial step of the Setup Wizard involves linking to your applications.

Process to Create an Integration

To utilize the pre-built template DBSync ChannelAdvisor and Salesforce follow the below steps:

First Step you need to Select the Integration Template

1. In the Template Library, look for the integration template specifically designed for ChannelAdvisor and Salesforce.

2. Select the template and import it into your workspace.

3. Enter a name for the integration project:

4. After importing the template, you'll be presented with a setup form containing four simple steps.

Setup Process

1. On the "Connection Setup" tab.

In this step we should Connect to our application to grant access to our ChannelAdvisor data and also establish a connection to Salesforce for accounting data access.

1. Setup Variables

2. 1. Here, you should define values for variables based on your company's specific use case.

   2. For example, you can select how to create/update ChannelAdvisor Products to the Salesforce Product.

1. Click 'Next' to 'Run' to complete the Integration.

1. Finally, navigate to the "Scheduling and Automation" step.

We need to Set up scheduling parameters for automated integration between ChannelAdvisor and Salesforce. Here there are different intervals such as minutes, hours, days, or weeks. And also we can customize the schedule as needed.

You will be redirected to the 'Task Screen'.

1. Click 'Configure' to access various workflows pre-built for the integration.

2. Or Run the integration from ‘Run’.

Pre-built Template and Workflows

The template downloaded from the library contains various workflows which can be enabled to run the integration between ChannelAdvisor and Salesforce.

Make sure you ENABLE the required workflows before you run the integration.