Dbsync Case Studies

Case studies: Connect your Digital Business

Salesforce Integration with QuickBooks, NetSuite, JIRA, Databases, Shopify & more; Backup / Archiving for your Salesforce and Databases. Cloud Workflow, Cloud Replication & CDM Our Services

Cloud Workflow With easy to use pre-built templates and powerful Extract, Transform, and Load (ETL) capabilities, DBSync enables users to easily link information between leading Cloud and On-premise applications.

DBSync is recognized in Gartner’s Magic Quadrant for iPaaS, Worldwide for three consequence years, 2016, 2017 and 2018.

DBSync Integration for: Salesforce, QuickBooks, NetSuite, Microsoft Get your apps talking Dynamics GP, NAV, JIRA, Databases, Shopify, SkuVault, ChannelAdvisor & more

Leading provider of data replication and application integration for the CRM, Cloud Replication & CDM accounting, eCommerce, warehouse A powerful tool for schema and data backup, management, ERP systems, and databases. archiving and replication. It ensures that your data is secure with backups you control.

Replication for: Salesforce with SQL Server, MySQL, DB2, Oracle, AWS Redshift, Cassandra & more

Visit: www.mydbsync.com Email: [email protected] Transition from QuickBooks to Microsoft Dynamics NAV

About the client Signature Systems Group, a manufacturer and distributer of innovative industrial matting and specialty flooring systems for global events, came back to DBSync after a previously successful Salesforce integration. Through the company’s growth they had decided that it was time to move from QuickBooks to Microsoft Dynamics NAV. DBSync worked to create a smooth transition to the new platform to ensure accuracy & full synchronization.

Challenges • Outgrown functionality of QuickBooks Results • Inventory management wasn’t sufficient • Successful transition of Salesforce within 3 • Needed an integrated solution to their weeks of kickoff existing CRM • Accurate integration of data • Continuous synchronization ensuring up- Solution to-date systems • Leverage DBSync ApiCode platform to rapidly develop • Microsoft Dynamics NAV connecter for their systems • Move from QuickBooks to Microsoft Dynamics NAV • Upgrade of custom objects to new Industry: Manufacturing platform Website: signaturecorp.com • Data Migration to the new platform DBSync Products: Cloud Workflow Franchise Integrating 1 Salesforce to 34 QuickBooks

About the client Rapid Recovery, a refrigerant maintenance company for air-conditioning units.

Challenges Client approached us after trying several different solutions which couldn’t handle the scale of integration they needed. Using DBSync they successfully built a system to integrate the accounting systems of their 34+ franchise sites into a single Salesforce account. • Tapping into the QuickBooks files of • Results all franchisees • Provided implementation of our • Tedious management of data when solution for several franchises other solutions had failed • Provided coaching, so they were able • Needed a one to many integration to self-implement remaining that actually worked at scale integrations • Removed previous issues with • Solution system crashing • Salesforce to QuickBooks • Customized solution custom objects to new platform • Salesforce synchronization of almost three dozen QuickBooks Industry: Maintenance & Repair Website: raprec.com DBSync Products: Cloud Workflow Seamless real time integration

About the client Family Inada is the world’s largest manufacturer of robotic massage chairs.

Challenges Client approached us to eliminate double data entry in Salesforce and QuickBooks, as well as automating data synchronization between Salesforce and QuickBooks in real time to increase productivity, saving time and cost. • Customer details like invoices and estimates where maintained in separate systems like QuickBooks and Salesforce “We have been very happy with the • Double data of invoices maintained in different systems process and would recommend • Customer had custom fields to be integrated with QuickBooks DBSync to anyone looking to connect Salesforce with Solution QuickBooks.” - Jeni Johnson, Family • Salesforce and QuickBooks Inada • Seamless data transfer across Salesforce & QuickBooks • Customized field mapping from QuickBooks to Salesforce according to customer needs

Results • Increase in productivity with total removal of double data entry. Industry: Manufacturing • Internal processes was streamlined and automated with Website: dreamwave.com increase in efficiency DBSync Products: Cloud Workflow • Ensured data accuracy between Salesforce & QuickBooks Customized solution

About the client ANI Direct, IT security solutions provider for enterprises, approached us to integrate Salesforce & QuickBooks with customization according to its business requirements. “I originally used Pervasive Data Sync... The tool did not work Challenges and I was unable to get any • Remove double data entry with accurate data visibility real support from the company. • Custom Field mapping to be integrated with QuickBooks … within a week DBSync was • Existing product from Pervasive wasn’t working with limited support implemented, customized to my environment and was doing Solution all it was promoted to do and • DBSync for Salesforce & QuickBooks with customization more. ” - Jeff Werner, ANI • Custom field mapping from QuickBooks to Salesforce as per customer Direct requirements • Implemented Uni-directional customization

Results • Processes was streamlined with uni-directional customization • Custom Fields were mapped successfully • Ensured accurate data visibility between Salesforce & QuickBooks Industry: Network/IT Security Website: anidirect.com DBSync Products: Cloud Workflow Salesforce Datawarehousing & Archiving About the client Scotiabank is a Canada-based bank providing a complete range of retail, corporate, investment and international banking services

Challenges As they were rolling out 15+ Salesforce instance, they required a solution to implement Data Warehousing and compliance requirement. They required to backup all of the CRM data into a local Oracle instance. DBSync was able to quickly setup their oracle data warehouse and archiving requirements. • Rollout to multiple instances of Salesforce to multiple divisions across multiple countries • Requirement to create a Data warehouse with Salesforce data • Comply with SOX and FINRA requirements • Selected DBSync after 8 months of extensive feature and security evaluation along with leading other ETL and Replication tools in market

About the client Bank of Montreal is a Canada-based bank that provides a full range of investment, retail, corporate, and global banking services

Challenges They required a solution to implement Data warehousing and compliance requirements. They required to backup all of the Salesforce data into a local SQL server instance. DBSync was able to quickly setup their SQL Serverdata warehouse and archiving requirements. • Rollout to multiple instances of Salesforce to multiple divisions across multiple countries. • Requirement to create a Data warehouse with Salesforce data • Comply with SOX and FINRA requirements

Solution • Salesforce and Database ETL & replication • Provide self contained environment to comply with their IT security requirements that would not require access to any other application than Salesforce. • Complete set of Solaris Unix ready toolset for Enterprise deployment and management. Industry: Banking & Finance Website: bmo.com DBSync Products: Cloud Replication Customer Partner Portal Consumption About the client Ruckus Wireless is a global supplier of advanced wireless systems, approached us for help integrating their knowledge articles for customers into Salesforce database. Using DBSync, they were able to replicate to their database and integrate the data into their high volume website in order to boost access, efficiency, and reduce costs.

Challenges • Access to knowledge articles not tied into Salesforce tracking • Restrictions in cloud data access, data access metering and latency • Customer needed to replicate knowledgebase articles into web application database

Solution • Salesforce Replication • Seamless replication of data to their database • Established frequent, automatic database updates

Result • Knowledge articles integrated into Salesforce • Leveraged existing investment in their portals • Improved performance • Avoided excessive licensing fees Industry: Wireless Systems Website: ruckuswireless.com DBSync Products: Cloud Replication DBSync is a leading provider of data management, replication, and application integration for CRMs, Warehouse Management Systems such as SkuVault, accounting applications, popular databases, and data integration markets. With easy to use pre-built templates and powerful ETL capabilities, DBSync enables users to easily link information between leading Cloud and On-premise applications. https://www.mydbsync.com | 1-877-739-2818 | [email protected]