2022
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- Create Custom field in QuickBooks by clicking Edit-> Define fields under Additional info tab on the Customer layoutas shown below:
- Login in to into mydbsync.com using your DBSync credentials.
Create a rule under the desired workflow. Select the target as DataExt and perform Mapping and Writer as Follows:
Mapping
Seq 1: Client Name in Salesforce to Client Name in QuickBooks:
DataExtModRq/DataExtMod/DataExtName | = | "Client Name" |
DataExtModRq/DataExtMod/DataExtValue | = | VALUE("Client_Name__c") |
DataExtModRq/DataExtMod/ListDataExtType | = | "Customer" |
DataExtModRq/DataExtMod/ListObjRef/FullName | = | VALUE("Name") |
OR | ||
DataExtModRq/DataExtMod/ListObjRef/ListID | = | VALUE("newid") |
DataExtModRq/DataExtMod/OwnerID | = | "0" |
VALIDATEROW | = | "true" |
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DataExtName is the name of the Custom field in QuickBooks.
DataExtValue is the value of the Salesforce field.
ListDataExtType is the name of an entity in QuickBooks where the Custom field is added.
ListObjRef/FullName or ListObjRef/ListID are the reference fields in QuickBooks. We can use either of the mappings.
OwnerId is has defaulted to 0.
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