DBSync Cloud Workflow (iPaaS)

2022

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For Integration from Salesforce into Quickbooks

  • If 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.

             

  • The default mappings within DBSync standard template integrates the above Salesforce Account records as two separate Customer records  "Avankia" and DBSync" and not as Parent & Child records.
  • Login to your DBSync account with the your credentials to make changes or create hierarchy mappings. Once you have logged into your DBSync account, click on MyHome menu.
  • Click on Launch Button to Launch DBSync integration console.



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

  • 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.

Add the following code to the default mapping:
Find the Target field "CustomerAddRq/CustomerAdd/ParentRef/FullName" and source field as following "VALUE("Parent/Name")"











  • Now make the following changes 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")"

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


The Account Hierarchy Mapping is Done Successfully.

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