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  1. Changing product status of Products from Draft to Active when synced from QB to MSCRM

    Issue: The Quickbooks Items to MSCRM Products Integration will create a Products in MSCRM with default status as Draft. Description: Whenever you are trying to sync Items from Quickbooks to MSCRM. By default, it creates the products in MSCRM with Draft status. https://l
  2. Invoice Integration Breaks Due to Retired Product Status in Dynamics CRM

    Issue 1 : The Invoice integration from QuickBooks desktop to Dynamics CRM online breaks due to Retired status of products in MSCRM online. Description: Whenever you are trying to process Invoices from QuickBooks desktop to Dynamics CRM online and encounter an error in logs as shown in below image. Retired Products.PNG
  3. Quickbooks To Salesforce Migration process.docx

    mappings are listed in the left menu. Step2 : Select the CustomerToAccount state and check the Status Check Box to make it part of integration, as shown … ” window all the default mappings are listed in the left menu. Step2: Select the ItemServiceToProducts state and check the Status Check Box to make it part
  4. WorkFlow

    A workflow is a collection of one Trigger and a set of rules required to perform an integration. The status can be set to, 'On or Off'. An on status will enable a workflow to execute either by schedule or by Run Now action. An Off status will disable a workflow from executing. Properties can also be set by selecting
  5. Customer Hierarchy in QuickBooks and Database

    : Hierarchy VALUE("Sublevel"). Once the above sequence are added, Save and Close the workflow. Status Writer Status writer is used to insert or update the table after an integration of a record. Status writer are to be enabled for each sequence under Rules section. The status message depends upon the success or error
  6. Release 4.9.14

    to monitor it. CW1371 https://dbsync.atlassian.net/browse/CW1371: Incorrect Status field in Shopify's Order response Shopify Adapter's openapi document has been fixed and the status field is removed
  7. Update Source from Database to Salesforce

    in a Database. If so then, you cannot update status back to Salesforce. Resolution : Create a Rule that will process data from Salesforce to Database along with Salesforce ID. Then, add one more Rule and use Update operation to bring back the Salesforce ID from the Database. By so doing, we can successfully update the status
  8. ERROR:(3165) - Object "XXXXXXX-XXXXXXXX" Specified in the Request Cannot be Found

    in QuickBooks has payments applied (Paid status) or the Accounts Receivable account associated with the invoice in QuickBooks has changed. Solution: If the invoice has a status of Paid in QuickBooks( if you have applied the payments manually and then syncing ): Delete the payment(s) in QuickBooks and rerun the sync
  9. 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
  10. Litify and QuickBooks Online Integration

    on the ‘Setup’ icon to view the form image2023928233754.png Use the toggle button under the ‘Status’ column to turn the workflow image2023928233852.pngON … the ‘Status’ column to turn the workflow ON or OFF and click on the https://l