Issue: Salesforce Custom field to QuickBooks Custom field.
Root Cause: Requirement on mapping Quickbooks desktop Custom field on Customer entity.
Let’s go through a use case where we have to sync a Salesforce Standard/Custom field to QuickBooks Custom field on either Customer/Vendor entity.
We have a field “Client Name” created in Salesforce. The field has to be synced to a Custom field “CLIENT NAME” in QuickBooks desktop under Customer.
- Create Custom field in QuickBooks by clicking Edit-> Define fields under Additional info tab on the Customer layout as shown below:
- Login into mydbsync.com using your DBSync credentials.
Create a rule under the desired workflow. Select the target as DataExt and perform Mapping and Writer as Follows:
Seq 1: Client Name in Salesforce to Client Name in QuickBooks:
Explanation of the above mappings:
DataExtName is the name of the Custom field in QuickBooks.
DataExtValue is the value of the Salesforce field.
ListDataExtType is the name of an entity in QuickBooks where the Custom field is added.
ListObjRef/FullName or ListObjRef/ListID are the reference fields in QuickBooks. We can use either of the mappings.
OwnerId has defaulted to 0.