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Integration from Salesforce to QuickBooks Online

  • If multicurrency is enabled in Salesforce and QuickBooks then, we need to make some changes in DBSync settings and mappings to achieve seamless integration with MultiCurrency.

  • Go to www.mydbsync.com and select Customer Login. Enter your Username and Password and click on Sign in. Click on Launch Development Studio, to launch the DBSync Project page.

  • Ensure that Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooks Online BiDirectional.

  • Click on Projects then, select and open the relevant Project. You will see the available processes. Select and open the relevant Process. You will see a list of available Workflows.

  • Open workflow SFQB_OpportunityToInvoice. Replace the reader query in the Advanced Query Builder with the following query and then, click on the Save & Close button.

Select
Opportunity.Id,Opportunity.AVSFQB__Primary_Contact__r.FirstName,Opportunity.AVSFQB__Primary_Contact__r.LastName,Opportunity.Owner.QB_SalesRep_ID__c, Opportunity.AVSFQB__Primary_Contact__r.Email,Opportunity.AVSFQB__QuickBooks_Id__c,Opportunity.AccountId,LastModifiedDate,Opportunity.Account.Id,
Opportunity.Account.CurrencyIsoCode,Opportunity.Account.Name,Opportunity.Account.BillingStreet,Opportunity.Account.BillingCity,
Opportunity.Account.BillingState,Opportunity.Account.BillingPostalCode,Opportunity.Account.BillingCountry,Opportunity.Account.ShippingStreet,
Opportunity.Account.ShippingCity,Opportunity.Account.ShippingState,Opportunity.Account.ShippingPostalCode,Opportunity.Account.ShippingCountry,
Opportunity.Account.Fax,Opportunity.Account.Phone,Name,Description,CloseDate ,(SELECT Quantity,UnitPrice,Description,Opportunity.owner.FirstName,
Opportunity.owner.LastName,Opportunity.Id,Opportunity.CloseDate,PricebookEntry.Name,PricebookEntry.Product2.ProductCode,PricebookEntry.Product2.Name,
PricebookEntry.Product2.Description,PricebookEntry.Product2.Id,PricebookEntry.UnitPrice,PricebookEntry.Product2.AVSFQB__QuickBooks_ItemType__c FROM
OpportunityLineItems) ,Opportunity.Account.AVSFQB__QuickBooks_Id__c,Opportunity.AVSFQB__Generate_Object__c FROM Opportunity where
Opportunity.AVSFQB__Generate_Object__c = 'Invoice'
  • In the Rules section, you will see a list of 4 Rules. Open the map of the sequence no.1 Rule.
  • Add the following mapping in the mapping window and click on the Save & Close button.


Notes

=

{

ADDXML("<CurrencyRef>"+IF(VALUE("CurrencyIsoCode").equals("CAD"),"CAD",

IF(VALUE("CurrencyIsoCode").equals("USD"),"USD",

IF(VALUE("CurrencyIsoCode").equals("AUD"),"AUD",

IF(VALUE("CurrencyIsoCode").equals("GBP"),"GBP","EUR"))))+"</CurrencyRef>");

return "";

}


  • Now Open the map of the sequence no.2 Rule.
  • Add the following mapping in the mapping window and click on the Save & Close button.


Notes

=

{


ADDXML("<CurrencyRef>"+IF(VALUE("CurrencyIsoCode").equals("CAD"),"CAD",

IF(VALUE("CurrencyIsoCode").equals("USD"),"USD",

IF(VALUE("CurrencyIsoCode").equals("AUD"),"AUD",

IF(VALUE("CurrencyIsoCode").equals("GBP"),"GBP","EUR"))))+"</CurrencyRef>");


return "";

}


  • Now Open the map of the sequence no.4 Rule.
  • Add the following mapping in the mapping window and click on the Save & Close button.
CurrencyRef = VALUE("CurrencyIsoCode")



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