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.
Initial State |
Functionality:
It creates custom fields “OpportunityId” , “SFLINEID” in QuickBooks Customer and Items respectively. It also creates Chart of Account “Other Income” in QuickBooks.
Pre-requisites:
At least one record should be present in Salesforce Accounts object.
Account To Customer |
Functionality:
It creates Customers in QuickBooks from Salesforce Accounts.
Pre-requisites:
QuickBooks Id=“Null”.
Product To Item Service |
Functionality:
It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Service”.
Product To Item Inventory |
Functionality:
It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Inventory”.
Product To Item Non- Inventory |
Functionality:
It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Non Inventory”.
Product To Item Other Charge |
Functionality:
It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Other Charge”.
Product To Item Discount |
Functionality:
It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Discount”.
Opportunity To Invoice |
Functionality:
It creates Customer, Items, Invoice & Invoice Line Items in QuickBooks from Salesforce Opportunity.
Pre-requisites:
Invoice Line Update |
Functionality:
It updates the QuickBooks Line Id of QuickBooks Invoice Line Items in QuickBooks Id field of Salesforce Opportunity Product.
Pre-requisites:
End of Opportunity To Invoice State initiates Invoice Line Update State.
Opportunity To Estimate |
Functionality:
It creates Customer, Items, Estimate & Estimate Line Items in QuickBooks from Salesforce Opportunity.
Pre-requisites:
Estimate Line Update |
Functionality:
It updates the QuickBooks Line Id of QuickBooks Estimate Line Items in QuickBooks Id field of Salesforce Opportunity Product.
Pre-requisites:
End of Opportunity To Estimate State initiates Estimate Line Update State.
Opportunity To Sales Order |
Functionality:
It creates Customer, Items, Sales Order & Sales Order Line Items in QuickBooks.
Pre-requisites:
Sales Order Line Update |
Functionality:
It updates the QuickBooks Line Id of QuickBooks Sales Order Line Items in QuickBooks Id field of Salesforce Opportunity Product.
Pre-requisites:
End of Opportunity To Sales Order State initiates Sales Order Line Update State.
Opportunity To Sales Receipt |
Functionality:
It creates Customer, Items, Sales Receipt & Sales Receipt Line Items in QuickBooks.
Pre-requisites:
Customer To Account |
Functionality:
It creates Account in Salesforce from QuickBooks Customer.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
Item Service To Product |
Functionality:
It creates Product in Salesforce from QuickBooks Items of type Service.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
Item Inventory To Product |
Functionality:
It creates Product in Salesforce from QuickBooks Items of type Inventory.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
Item Non-Inventory To Product |
Functionality:
It creates Product in Salesforce from QuickBooks Items of type Non-Inventory.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
Item Other Charge To Product |
Functionality:
It creates Product in Salesforce from QuickBooks Items of type Other Charge.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
Item Discount To Product |
Functionality:
It creates Product in Salesforce from QuickBooks Items of type Discount.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
Invoice To Opportunity |
Functionality:
It updates/creates Account, Opportunity and Opportunity Product in Salesforce from QuickBooks Customer, Invoice and Invoice Line Item respectively.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
Invoice To Receivables |
Functionality:
It updates/creates Invoice Information and Invoice Details in Salesforce custom object Receivables.
Pre-requisites:
Sync to Opp = “true”.
Estimate To Opportunity |
Functionality:
It updates/creates Account, Opportunity and Opportunity Product in Salesforce from QuickBooks Customer, Estimate & Estimate Line Item respectively.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
Estimate To Receivables |
Functionality:
It updates/creates Estimate Information and Estimate Details in Salesforce custom object Receivables.
Pre-requisites:
Sync to Opp = “true”.
Sales Order To Opportunity |
Functionality:
It updates/creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
Sales Order To Receivables |
Functionality:
It updates/creates Sales Order Information and Sales Order Details in Salesforce custom object Receivables.
Pre-requisites:
Sync to Opp = “true”.
Sales Receipt To Opportunity |
Functionality:
It creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.
It updates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.
Pre-requisites:
The last modified date or created date of QuickBooks record should be greater than the last successful run of DBSync.