DBSync Cloud Workflow (iPaaS)

2022

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DBSync's mapping, for Salesforce and QuickBooks integration, consists of multiple workflows with specific function. This section explains the functions of each workflow and its pre-requisites for the process template SalesforceQuickBooks:BiDirectional_v2. For details on DBSync platform's mapping terminology, refer to iPaaS section.

Table of Contents

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Start State

Start State is the first state. It does not have any actions.

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Initial State

Functionality:

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It updates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.

Pre-requisites:

Last The last modified date or created date of QuickBooks record should be greater than the last success successful run of DBSync.

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End State

End State is the last state and it does not have any actions.