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• If

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• QuickBooks Customer

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• and Salesforce Account object has hierarchy structures enabled, then the following changes have to be implemented within your DBSync mappings/template to facilitate hierarchy mappings.

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• In the above Screenshot Parent Account is the Parent for Child Account.

• If this Account is Migrated to QuickBooks, then the Account is Migrated with the Parent name into Quickbooks.

• To make changes, go to https://www.mydbsync.com/user/login . Enter your User Name and Password and click on login. The user should have the Administrative Privileges to make changes in MYDBSync instance.

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• Click on Launch Button to Launch DBSync integration console.

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• Click on Edit under the Manage to Launch the Process Builder Screen for your integration profile.

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• Double click on BiDirectionalSync process on the right hand side.

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• Once inside the process builder page, create a new state named as Account to Customer2 as shown below the screen shot.

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• After Creating the state AccountToCustomer2 place it under the AccountToCustomer state as shown in screen shot.

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• Make similar to AccountToCustomer2 has AccountToCustomer.
• Add following code in AccountToCustomer Mapping
• Make Changes in Mapping State as shown in following screen shots.

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• Let's say Avankia & DBSync are Parent & Child Account respectively in Salesforce. Also, Avankia & DBSync are the Customer & Job in QuickBooks respectively.

• The default mappings within DBSync standard template integrates the above Salesforce Account records as two separate Customer records  "Avankia" and DBSync" - as opposed to Parent & Child records.

• Login to DBSync accounts with user credentials to make changes or create hierarchy mappings. Once the user has logged into his/her DBSync account, then click on the Development Studio to go to the DBSync Project page.

• Click on Projects page user will get a list of available projects and select the relevant project from the list.

• Users will get a list of available processes under the project section. Click on the relevant process to see a list of available workflows.

• Click on Create New Workflow and enter the workflow name AccountToCustomer2 and Save.

• After Creating the workflow 'AccountToCustomer2', move this next to the 'AccountToCustomer' workflow.

• Open the 'AccountToCustomer2' workflow to add Trigger and Rule properties from the 'AccountToCustomer' workflow.

• Once all the properties are filled, copy all the mappings from the 'AccountToCustomer' mapping page.
• Once the mappings are completed, add the following changes in the "Mapping page".
  
  

Target == "CustomerAddRq/CustomerAdd/ParentRef/FullName"

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Source Field == "VALUE("Parent/Name")"

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• Now make use the following changes query in AccountToCustomer2 state.

1. Make change in Reader Query as shown below in the screen shot.

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1. Make Changes in Mapping State as shown in following screen shots.

Add the following code to the default mapping:
Find the Target field "CustomerAddRq/CustomerAdd/ParentRef/FullName" and source field as following "VALUE("Parent/Name")"
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• Now start syncing, The Account Hierarchy will be shown in QuickBooks as shown in below screen shot.

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• 'AccountToCustomer2' Trigger using Advanced Query Builder.
  
  

select {!.} from Account where AVSFQB__QuickBooks_Id__c = '' and Parent.Name!='' 

• Similarly, replace 'AccountToCustomer' query with the query below:
  
  

 select {!.} from Account where AVSFQB__QuickBooks_Id__c = '' and Parent.Name ='' 

• Once the user is done with all the above-mentioned changes, then "initiate the integration through web connector". Data will be integrated into QuickBooks with their respective hierarchies in place as shown below:
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• This concludes Account hierarchy mappings for the data-flow from Salesforce into QuickBooks.