DBSync Cloud Workflow (iPaaS)

2022

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The process of customizing DBSync Mapping is explained with the example in this section. Three custom fields are created in Salesforce  Product Object & QuickBooks Item. The steps shown below explains the DBSync customization process to integrate these custom fields of Salesforce and QuickBooks.

  • Create custom fields in Product Object of Salesforce named as
    • Item Type Text
    • Reorder QuantityNumber
    • Weight Text
  • Create the same fields in Item of QuickBooks.
  • Go To www.mydbsync.com select Customer Login. Enter your User Name and Password and click on Sign in. Click on Development Studio.
  • Click on Project on the left panel, you will see a list of projects. You will see a default project for Salesforce & QuickBooks integration.
  • Click on the project, you will see the process. Click on that process to open available workflows.
  • On the left side of the project console, click on Connectors, you will see Salesforce and QuickBooks Connectors. Ensure that both the connectors are validated.
  • If you are using the SalesforceQuickBooksBiDirectional process, you will find a list of workflows. Click on the workflow ProductToInventory.
  • You will see the list of available fields in Salesforce in the main section of the mapping screen. On the right section of the mapping screen, you see schema. The schema will have a list of QuickBooks fields. You can add a new mapping by entering VALUE("ColumnApiName") in the field next to the required Target field i.e. QuickBooks field. You can just drag & drop the required field from Schema into the target field.
  • Add the mappings as shown below
    • ItemInventoryAddRq/ItemInventoryAdd/ItemType =VALUE("Item_Name__c")
    • ItemInventoryAddRq/ItemInventoryAdd/ReorderQuantity =VALUE("Reorder_Quantity__c")
    • ItemInventoryAddRq/ItemInventoryAdd/Weight = VALUE("Weight__c")
  • Once done, click on the Save & Close button on the top right to close.
  • Go to Windows Start > Programs > QuickBooks > Web Connector.
  • The web connector is launched with the selected integration profile. Select the integration profile/profile Name, Enter DBSync password and finally click on "Update Selected" to perform the sync. The Custom Fields in QuickBooks will be populated with data in Salesforce.
  • Check your Salesforce and QuickBooks Instance for updated data.
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