Message-ID: <1219738130.86093.1711677448435.JavaMail.wiki@ip-172-26-1-188> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_86092_984432331.1711677448432" ------=_Part_86092_984432331.1711677448432 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html Salesforce QuickBooks Custom Mappings

Salesforce QuickBooks Custom Mappings

Integration between Salesforce and QuickBooks with, out of the b= ox solution, is explained in section Salesforce QuickBooks Bi-directional Integration Process= .

If any additional fields or objects integration is required - between Sa= lesforce and QuickBooks - DBSync Mapping must be customized as per the requ= irement. This section explains the step-by-step process involved in customi= zing DBSync Mapping.

  • Login to your DBSync account with credentials to make changes or, creat= e hierarchy mappings. Once you have logged into your DBSync account, click = on Development Studio.
  • Make sure that you have validated Salesforce and QuickBooks Connectors.=
  • Click on Projects on the left panel. There, you will see a list of avai= lable Projects. Click on the relevant Project. You will see a list of Proce= sses.
  • Click on the relevant Process. Next, you will see a list of workflows. = Create on New - the button is used to create a new workflow.
  • Each workflow will have trigger & rules.
  • The trigger has 3 tabs: Query Builder, Advanced Query Builder and Prope= rties.
  • You can have one or more rules in a workflow. Each rule will have a map= . This map displays a list of target fields available for mapping. Also, yo= u will see the schema of the source fields. You can drag and drop source fi= elds and map target fields accordingly.
  • Further information on Mapping is detailed in the wiki iPaaS section.
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