Learn how to integrate Salesforce and QuickBooks easily and with no coding. Skyvia is a no-code cloud data integration platform which supports more than 180 connectors (including both QuickBooks Online and QuickBooks desktop connectors) and requires nothing except a web browser.
In this video we will show 2 data synchronization scenarios: inserting QuickBooks invoices to Salesforce and updating Salesforce Invoices from QuickBooks data automatically on schedule. We will also briefly explore Skyvia's visual designer tools for building ETL data pipelines and creating workflow automations.
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Timestamps:
00:00 - Introduction
00:40 - Create Salesforce and Quickb connections
01:06 - Insert Invoices from Salesforce into QuickBooks
03:25 - Update Salesforce Invoices based on QuickBooks data
04:25 - Visual ETL data pipeline designer
04:55 - Workflow Automation tool
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3 авг 2024