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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.
  • Let's say Avankia & DBSync are Parent & Child Account respectively in Salesforce. Also, Avankia & DBSync are the Customer & Job in QuickBooks respectively.
  • The default mappings within DBSync standard template integrates the above Salesforce Account records as two separate Customer records  "Avankia" and DBSync" - as opposed to Parent & Child records.
  • Login to DBSync accounts with user credentials to make changes or create hierarchy mappings. Once the user has logged into his/her DBSync account, then click on the Development Studio to go to the DBSync Project page.
  • Click on Projects page user will get a list of available projects and select the relevant project from the list.
  • Users will get a list of available processes under the project section. Click on the relevant process to see a list of available workflows.
  • Click on Create New Workflow and enter the workflow name AccountToCustomer2 and Save.
  • After Creating the workflow 'AccountToCustomer2', move this next to the 'AccountToCustomer' workflow.
  • Open the 'AccountToCustomer2' workflow to add Trigger and Rule properties from the 'AccountToCustomer' workflow.
  • Once all the properties are filled, copy all the mappings from the 'AccountToCustomer' mapping page.
  • Once the mappings are completed, add the following changes in the "Mapping page".

Target == "CustomerAddRq/CustomerAdd/ParentRef/FullName"
Source Field == "VALUE("Parent/Name")"
  • Now use the following query in 'AccountToCustomer2' Trigger using Advanced Query Builder.

select {!.} from Account where AVSFQB__QuickBooks_Id__c = '' and Parent.Name!='' 
  • Similarly, replace 'AccountToCustomer' query with the query below:

 select {!.} from Account where AVSFQB__QuickBooks_Id__c = '' and Parent.Name ='' 
  • Once the user is done with all the above-mentioned changes, then "initiate the integration through web connector". Data will be integrated into QuickBooks with their respective hierarchies in place as shown below:
  • This concludes Account hierarchy mappings for the data-flow from Salesforce into QuickBooks.

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