Web TimeSheet administrator has two instances of Web TimeSheet application by company names A and B. He also uses QuickBook to integrate Web TimeSheet with QuickBooks. He wants to integrate the data for both the companies using a single instance of Integration Manager.
It is possible to use a single instance of Integration Manager for two or more than two instances Web TimeSheet. To resolve this requirement, follow the steps given below:
Open Quick Book book with the company file A.
Then launch the Integration Manager and provide the URL of Web TimeSheet with the company key A and the user credentials.
It would then connect to Quick Book where the user is logged in as the Quick Book Administrator for Company A.
Then we can transfer all the data which the administrator wants to transfer after mapping them accordingly.
Then click on Configuration on the left hand side of Integration Manager and then click on Import and select a location to save the QuickBooks integeration mappings for Company A.
Close the QuickBook Integration Manager.
After that we need to go back to Quick Book and then click on File –> Company File and switch to the other company file B, else we would get the Error: The company file cannot be closed as it is used by another application (which would be the Integration Manager). Hence, follow step (6) to switch to other company file.
After that launch the Integration Manager and then click on Options on the left side of the screen.
Once done, we get the login URL of Web TimeSheet. Change the Company Key to Company B and enter the credentials of the administrator.
Click on Connect and then it would connect the Quick Book Integration Manager to the second instance of Web TimeSheet and also the Company file B in Quick Book's.
Once done we can transfer the data from the application to QuickBooks and also follow step (5) to save the mappings on the system.
Hence, when we connect to Company A we can export the mappings from the saved location and transfer the data and do the same for Company B as well.
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