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  Apatar On-Demand Guides
Added by Alex Khizhnyak, last edited by Alex Khizhnyak on Sep 02, 2009  (view change)
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This guide will help you learn how to start working with Apatar On-Demand, a Web-based solution for synchronizing data between Salesforce CRM and desktop edition of the QuickBooks accounting software.

Configuration

To configure Apatar On-Demand and start Salesforce-QuickBooks synchronization, please follow these steps:

  1. Register or enter your authentication details at https://www.apatar.com:8843/SFDC2QB/login.htm.
  2. Fill in the form:



    - Enter the name of the QuickBooks company file you want to work with to the Company/Organization field
    - Select the direction of synchronization
    - Enter Salesforce access credentials including your security token
    If you don't know your security token you can reset it if you log in to your Salesforce account and go to Setup>Personal Setup>My Personal Information>Reset My Security Token
  3. Enter the frequency of synchronization launches.
  4. Click 'Save' (or 'Update' if you have previously configured the application) to save your settings.

Adding the Application to QuickBooks Web Connector

If you have saved the file to your computer before, you don't have to download it again. Once you click 'Update', the changes you made to your project will be saved. The next time you run the integration, the Web Connector ApatarQBW.qwc file will pull the updated synchronization settings from your Apatar On-Demand account.
  1. Follow the Install and Configure QuickBooks Web Connector instructions and download the ApatarQBW.qwc file to your local disk.
  2. Open your QuickBooks Web Connector and click 'Add an application' button at the lower right-hand corner or go to File>Add an application.
  3. Find the ApatarQBW.qwc file and click 'Open' 
  4. Click 'Ok' in the Authorize New Application window:



    If this is the first time to you are adding the ApatarQBW.qwc file to QuickBooks Web Connector, at QuickBooks - Application Certification screen select 'Yes, whenever this QuickBooks company file is open' and click 'Continue':



    Then click 'Done' at the Access Confirmation screen:



  5. QuickBooks and SalesForce synchronization should appear on the list of applications in your QuickBooks Web Connector



  6. Enter your Apatar On-Demand password to the Password field.

Running the Synchronization

  1. Check QuickBooks and SalesForce synchronization.
  2. If you want to set the synchronization to run at a certain recurrence but you haven't filled in the Integration Frequency field at Apatar On-Demand web page, you can set it now clicking Auto-Run and entering the frequency in minutes to the Every_Min field.
  3. Click the 'Update Selected' button.
  4. You can view the last synchronization log at https://www.apatar.com:8843/SFDC2QB/logs.htm or by going to Last synchronization results page in your Apatar On-Demand account.

See Also

     Apatar On-Demand Overview

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