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  1. Create Invoice Line Item from Opportunity Header Field

    the below steps SOLUTION : Go to Opportunity To Invoice process in DBSync and in the Invoice insert rule add the below mappings in the validate row: { String POAmt … ")),"true","false"); } And also we should remove the mappings for SFLINEID in the same rule, Go to InvoicelineAdd and remove the mappings for DataExt for SFLINEID
  2. JIRA Service Desk To Salesforce Unidirectional Integration

    with the prebuilt fieldtofield mappings along with flexibility for more complex and dynamic mapping capabilities. DBSync's automatic online updates enable customers to enjoy … Desk. Valid username, password to connect with the Salesforce instance. Process Mapping The process mapping of unidirectional integration between JIRA Service
  3. Recurring Transactions to Accounting System

    mapping to run an integration. This will successfully sync Salesforce Opportunity as Recurring Transaction into Accounting System. Key Benefits: Integrate … to perform the above steps. Enable Recurring Transactions Mapping in DBSync Login to DBSync to access DBSync Mapping. To know about DBSync Mapping in detail
  4. Trouble Syncing Products To Salesforce Opportunity

    an Opportunity with no products. Resolution : Follow the steps below and change the mappings as per your QuickBooks file in your project. Step 1 : Navigate to Workflow … will find total of Nine rules. Make sure to open the mappings of Rule no 1. Step 4 : Add the following mapping to the Rule: CustomerAddRq/CustomerAdd/CurrencyRef
  5. When the Owner in Salesforce is inactive

    user and need to provide respective value in Custom field here it is “Closer” Or with the alternate user Id we can update in the mappings, so as to it will update on the active User whenever the select value of the user is inactive in Quickbooks. Earlier mapping: https://l
  6. Rules

    are mapping conditions synonymous to "Transformations", Intermediary process is where logic is applied to the extracted information from the source systems … and object to set the mapping from the map link. Users can check the update source. If the target system has to notify the source system, then the user should select
  7. Integrating CUSTOM FIELDS From Salesforce with CUSTOM FIELD IN QuickBooks Online

    Issue: Mapping Custom field of Salesforce to Custom field of QuickBooks. Root Cause: Requirement mapping Quickbooks online custom field. Solution: Let us take … in sales section as shown in the following screen shot: 1.jpg To map this field, choose any one of the fields that is not used for mapping any values. Then, type
  8. When LineItems are not linking to Opportunity From Quickbooks Invoice to Salesforce Invoice

    Earlier mappings for opportunityID Deepak4.PNG SESSIONGET("OPPID"PARENTVALUE("TxnID")) Then instead of using sessionid need to do the following changes … as "error in creating opportunity" Deepak5.PNG Then on OpportunityLineItem upsert rule need to update the mappings for opportunityId as below. Deepak6.PNG IF(ISEMPTY
  9. Litify and QuickBooks Online Integration

    . DBSync provides Bidirectional sync with prebuilt fieldtofield mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic … with DBSync Cloud Workflow https://www.mydbsync.com/ Procedure DBSync Profile Setup Litify Setup and Integration Mapping QuickBooks Online Setup and Integration Mapping
  10. Obtaining Id’s of salesforce through Error() function in DataBase

    DataBase is unable to get the reference. image2018462539.png Fig 1: Mapping image2018462627.png Fig 2: Logs image2018462726.png Fig 3: Error status in field CANTIDERROR with ID at end and CANTRSFID null Solution: Open the Workflow that needs to be updated. Open the ERROR status mapping. Update the ID field of DataBase