Page History

...

• If Quickbooks QuickBooks Customer 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. A typical hierarchy structure in Salesforce Accounts and Quickbooks Customer entities is as shown below.

...

• 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" and not  - as opposed to Parent & Child records.

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

• Click on Launch Button to Launch DBSync integration console.

...

• Click on Manage --> Edit  to navigate to the Process Builder page.

Image Removed

• Double click on BiDirectionalSync process on the extreme right hand corner of the Process Builder Page.

...

• Once inside the process builder page, create new State / Wokflow named as Account to Customer2 as illustrated in the below two screenshots.

...

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

...

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

...

• 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"

...

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

...

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

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

...

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")"
Image Removed

• Now start syncing, The Account Hierarchy will be shown in QuickBooks as shown in below screen shot.

...

• '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:
  Image Added

• This concludes Account hierarchy mappings for the data-flow from Salesforce into QuickBooks.