I am often asked what are the relevant reports or metrics we need to track while integrating between the Order-to-Cash process. Here is a list of reports that you will find useful while thinking through your business integration needs – mainly between CRM or eCommerce applications like Salesforce and Accounting systems like QuickBooks, Intacct or others.
Analytics Best Practice: Order-to-Cash Performance & more KPI’s
DBSync 2025 Wrapped—”The year in sync.”
Shipping more features has never been the goal, and this year was no different. We’ve learned to say no to things that don’t move the needle and double (sometimes triple) down on the things that truly do. We listened to you, our customers and users. Not just the feedback tickets or feature requests, but the […]
The first-mile of Microsoft Fabric Data Engineering and why it matters
Introduction: Fabric’s promise, and its first-mile gap Microsoft Fabric has made a big splash as the “all-in-one” platform for analytics, BI, and AI. The idea is powerful: it brings together storage, compute, and intelligence into a unified experience, letting analysts, data scientists, and business users all work from the same foundation. The vision is clear […]
Why Litify–QuickBooks Expense Tracking Gets Messy (And How Actually to Fix It)
Ever tried to reconcile expenses between Litify and QuickBooks and felt like you were stuck in traffic with no clear path forward? You’re not alone. Behind every neat dashboard and tidy expense report is a tangled web of data mapping, sync triggers, and real, human frustration. Most law firms, in their pursuit of seamless financial […]
QuickBooks Update Limitations: Why You Can’t Edit Desktop-Created Items Through the API
Ever tried to update a record in QuickBooks Online and hit a strange API error—even though everything seemed fine? If that record was initially created in QuickBooks Desktop, that’s your answer right there. It’s not a bug. And it’s not something tucked away in the settings. It’s a built-in limitation that catches many teams by […]
DBSync launches first-mile replication for Microsoft Fabric
We’re excited to announce that DBSync now supports replication to Microsoft Fabric: Warehouse and SQL Database. With this update, organizations can move CRM, ERP, and SQL data directly into Fabric in a way that’s clean, consistent, and analytics-ready. This means Fabric customers can accelerate BI, AI, and real-time decision-making without relying on fragile, manual, or […]
CSV to PDF Data Loss: The Silent Killer of Document Conversion
Introduction Every modern business relies on structured data. From financial reports and bills to compliance logs and records, data is constantly collected, processed, and shared across systems and people. CSV files (Comma-Separated Values) play a crucial role due to their organized, lightweight, and portable nature. They act as bridges in many workflows. But there is […]
Beyond Data Lake vs. Data Warehouse: The Path to Integration and Convergence
Introduction: Why This Debate Matters More Than Ever If you try searching for “Data Lake vs. Data Warehouse” online, you will find numerous explanations like these: “Lakes hold raw data; warehouses hold structured data.” Are these helpful? Yes, to build a basic understanding. But can this be used for making an informed decision? Not really. […]
How to Avoid Salesforce Data Migration Nightmares: Lessons from a Real Project
Why Data Migration Can Turn Into a Nightmare Moving data from one system to another may seem like a simple task, but in reality, it often causes significant problems, costly errors, and unhappy teams. In this blog post, we’ll discuss how a seemingly simple salesforce data migration project became complicated due to outdated data, poor […]
Data Integration: Your Path to Unified, Actionable Insights
Your business runs on data: customer records in a CRM, sales numbers in an ERP, analytics from cloud applications. But when all that data lives in different places, it can feel like you’re solving a puzzle with pieces scattered everywhere. Data integration brings everything together into one clear picture. This helps you make better decisions, […]