Most Salesforce to ERP integrations bill off an Opportunity. IE Construction bills off job milestones: pre-wire, installation, commissioning, each one billable at a different point in the project.
Corey Crawford, VP of Technology at IE Construction, walks through how his team built it with DBSync, and what he would do differently from day one.
→ Syncing a custom Salesforce Jobs object into Business Central projects, tasks, and planning lines
→ Turning each billable milestone into an unposted sales invoice
→ Working within Business Central dimension limits for Power BI reporting
→ Why you never post invoices through the API, learned the hard way
If your business bills when work gets done rather than when the deal closes, this is a real implementation, told by the client who lived through it, mistakes included.
Get access to All our Demo and Tutorial videos, Case studies, White Papers and Webinar recordings - 50+ hours of content
