It is not uncommon for users to have questions while setting up their Autofy Account. We get it! There can be a lot to take into consideration when integrating two of your applications. Our team has helped hundreds of users set up a sync within Autofy that makes their work days operate more efficiently, and we want to help you too!
Providing us with the information below is a great start for us to be able to help you along. And remember, every business we see operates a little bit differently so, the more information you can provide to give us a glimpse into what you are trying to accomplish the better.
- Have you already received a demo of Autofy?
- What applications are you syncing with?
- Describe in detail what type of information you are looking to sync with Autofy. Including what objects and any important fields.
- Where in the set up process are you getting stuck? If you are able to provide a screenshot example, please do.
As a reminder, please know that depending on your specific scenario, we may ask for more details but giving us the information above is a great start.
Have you already received a demo of Autofy?
Provide us with a Yes or No. If you have not, we will work to schedule one with you.
What applications are you syncing with?
QuickBooks and Saleforce
Describe in detail what type of information you are looking to sync with Autofy. Including what objects and any important fields.
I am looking to create new product records in Salesforce from QuickBooks Items records. I want to be able to see the Item Name, Description, Product Code and Sales Price in Salesforce.
Where in the set up process are you getting stuck? If you are able to provide a screenshot example, please do.
When I try to process a Single Record Sync for Step 3, sending QuickBooks Items to Salesforce Products, it shows the sync was successful but I do not see the new record in Salesforce.
As a reminder, the best way to get in touch with us by reaching out to firstname.lastname@example.org.