DBSync Cloud Workflow (iPaaS)

2022

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Table of Contents
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Integration from Salesforce to QuickBooks

  • If multicurrency is enabled in Salesforce and QuickBooks then we need to make some changes in DBSync settings and mappings to achieve seamless integration with MultiCurrency.
  • Go To www.mydbsync.com select Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to launch DBSync Project page.
  • Ensure that the Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooksBiDirectional
  • Click on Projects, select and open the relevant project. You will see the available processes. Select & open the relevant process. You will see list of available Workflows.
  • Open workflow OpportunityToInvoice, replace the reader query in the Advanced Query Builder with the the following query and click on Save & Close button.
  • Code Block
    SELECT Opportunity.Id,Opportunity.AVSFQB__Primary_Contact__r.FirstName,Opportunity.AVSFQB__Primary_Contact__r.LastName,Opportunity.Owner.QB_SalesRep_ID__c,
Opportunity.AVSFQB__Primary_Contact__r.Email,Opportunity.AVSFQB__Quickbooks_Id__c,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id,
Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity,
Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet,
Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry,
Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName,
Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name,PricebookEntry.Product2.ProductCode,PricebookEntry.Product2.Name,
PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c FROM
OpportunityLineItems) ,Opportunity.Account.AVSFQB__Quickbooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where
Opportunity.AVSFQB__Generate_Object__c = 'Invoice'
  • In the Rules section, you will see list of 9 Rules. Open the map of the sequence no.1 Rule.
  • Add the following mapping in the mapping window and click on Save & Close button.

CustomerAddRq/CustomerAdd/CurrencyRef/FullName

=

IF(VALUE("Account/CurrencyIsoCode").equals("USD"),"US Dollar",IF(VALUE("Account/CurrencyIsoCode").equals("GBP"),"British Pound Sterling",IF(VALUE("Account/CurrencyIsoCode").equals("EUR"),"Euro",IF(VALUE("Account/CurrencyIsoCode").equals("CAD"),"Canadian Dollar",""))))

  • Add the same mapping to following workflows as well, If you are using these workflows in Integration
    • OpportunityToSalesOrder
    • OpportunityToSalesReceipt
    • OpportunityToEstimate
    • OpportunityToCreditMemo
    • RecurringInvoices
    • RecurringEstimate
    • RecurringSalesOrder
    • RecurringSalesReceipt
    • RecurringCreditMemo
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Integration from QuickBooks to Salesforce

  • If QuickBooks is enabled with Multi-Currency, then the following changes needs to be made to the mappings in DBSync.
  • Go To www.mydbsync.com select Customer Login. Enter your User Name and Password and click on Sign in. Click on Launch to launch DBSync Project page.
  • Ensure that the Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooksBiDirectional
  • Click on Projects, select and open the relevant project. You will see the available processes. Select & open the relevant process. You will see list of available Workflows.
  • Open workflow InvoiceToOpportunity, in Rules section open the mapping for "Sequence No 2".
  • Add the mapping where target field = "CurrencyIsoCode" and add the following code under source field.
  • Code Block
    IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"),
"USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"),
"GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"),
"EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))
  • Similarly open the mapping for "Sequence No 5" in the new window / tab.
  • Add the mapping where target field = "CurrencyIsoCode" and add the following code under source field.
  • Code Block
    IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("US Dollar"),
"USD",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("British Pound Sterling"),
"GBP",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Euro"),
"EUR",IF(VALUE("CustomerRef/FullName/CustomerRet/CurrencyRef/FullName").equals("Canadian Dollar"),"CAD",""))))
  • Double-click on the process flow, "BiDirectionalSync" and open the "InvoiceToInvoice" state. Open the mapping "Sequence No 1" and add the same mapping as shown in the above example
  • This completes the multicurrency customizations.