Today’s organizations need an easy-to-use, powerful solution to integrate members’ data across systems and be able to access it at any given time, becoming more agile and responsive to its members and changes in the community. With over 4 thousand Chabad centers around the globe, DBSync steps in a new niche and puts its top-notch integration technology to the service of the Chabad community. The DBSync Chabad connector helps the Chabad communities integrate multiple systems like QuickBooks.

Category

CRM

Features

With this offering aimed to service the thousands of not-for-profit Chabad centers around the world, DBSync strives to integrate disconnected processes providing organizations with a number of benefits:

  • Eliminate dual entry of data, saving time and minimizing data entry errors by pushing data changes between ChabadOne CRM and accounting systems.

  • Give stakeholders access to vital financial information within the CRM system, so they can provide a higher level of service and engagement to members and affiliates.

  • Reduce the workload on the shluchim and their staff, enabling them to inspire more people, manage payments, donations, etc., with a controlled access to accounting functions.

  • Streamline the processes and improve workflow to enable a non-profit organization to become more agile and responsive to its members and changes in the community.

This adapter supports almost all major versions of Salesforce, such as Unlimited, Professional, Enterprise and Non-Profit editions.

  • QuickBooks 2008 and later US versions.
  • QuickBooks 2008 UK and Canada and later versions.

You can generate the following transactions in QuickBooks from Salesforce: Invoice, Sales Order, Sales Receipt, Estimate, and Credit Memo. Besides, by using customization you can generate Purchase Order and Timesheet transactions as well.

AR and AP transactions can be generated in QuickBooks from ChabadOne CRM. Sales Receipts are part of a standard integration template.

The sync can happen every 5-10 minutes. This can be scheduled and configured in your QuickBooks WebConnector. And yes, the synchronisation can be a completely automated process.

Yes, DBSync supports product hierarchy within salesforce.com as it is supported in QuickBooks.

You definitely have the ability to do that.

No, the installation is completely free.

Absolutely, DBSync is a completely flexible solution which can be customized for unique business processes.

Yes, we're happy to provide only the product that meets your business needs. And you always have the flexibility to upgrade your license to support your business growth.

Definitely, 14-day free trial is available after completing the registration process.

We offer plans for businesses of all sizes. Get Started with 14 days Trial.

What Features Do You Get?

Starter

Enterprise

Price

Starts from $2400*

Number of Apps 2 More than 2
Customizable Mapping
Usage Limit (Records per Month) 5,000 50,000
Number of User Unlimited Unlimited
Data Flow Bi-directional Bi-directional
Customer Support Chat, Email Chat, Email, Phone
Premium Support $** $**

What Features Do You Get?

Enterprise

Price
Number of Apps

More than 2

Customizable Mapping
Usage Limit (Records per Month) Unlimited
Number of User Unlimited
Data Flow Bi-directional
Customer Support Chat, Email, Phone
Premium Support $**

* Discounts available for Multi-Year Subscription. **Additional Cost Applicable.

All

Want to See Automation in Action? Book a Time