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CONVX
LANCERProject Description
CONVX, a finance-focused business leveraging QuickBooks Desktop for accounting operations approached Oodles to enable seamless data synchronization with modern cloud systems. The requirement involved building a secure, serverless solution to automate bidirectional data flow and ensure real-time visibility with minimal operational overhead.
Scope Of Work
The client sought Oodles to address limitations in manual data handling and lack of integration between QuickBooks Desktop and cloud storage. It covered key areas such as AWS environment setup, DynamoDB schema design, Node.js-based sync service, QBXML processing, and automated scheduling. The goal was to ensure secure, accurate, and scalable data synchronization with audit visibility.
Our Solution
The solution leveraged AWS services and a Node.js-based SOAP integration to ensure reliable data flow without exposing external APIs.
Key implementations included:
- Serverless Architecture Setup: Configured AWS Lambda for scalable execution, DynamoDB for structured data storage.
- QuickBooks Integration via QBWC: Built a SOAP-based Node.js service to interact with QuickBooks Web Connector.
- Bidirectional Data Sync: Enabled data flow from QuickBooks to DynamoDB and from DynamoDB to QuickBooks.
- Secure Data Handling: Applied IAM roles and encryption to ensure secure access and data protection across services.
- Error Handling & Retry Logic: Integrated structured logging, failure tracking, and retry mechanisms for reliable sync operations.
- Audit & Monitoring: Maintained detailed logs in CloudWatch and DynamoDB.
