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Example
Example
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 a=
nd Password and click on Sign in=
. Click on Development Studio.
- Click on Project on the left panel, you will see a list of projects. Yo=
u will see a default project for Salesforce & QuickBooks integration.=
li>
- Click on the project, you will see the process. Click on that process t=
o 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 a=
re validated.
- If you are using the SalesforceQuickBooksBiDirectional process, you will find a list of workflows. Click on the workflow&nbs=
p;ProductToInventory.
- You will see the list of available fields in Salesforce in the main sec=
tion 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 r=
equired Target field i.e. QuickBooks field. You can just drag & drop th=
e required field from Schema into the target field.
- Add the mappings as shown below
- ItemInventoryAddRq/ItemInventoryAdd/ItemType =
=3DVALUE("Item_Name__c")
- ItemInventoryAddRq/ItemInventoryAdd/ReorderQuantity
=3DVALUE("Reorder_Quantity__c")
- ItemInventoryAddRq/ItemInventoryAdd/Weight =3D=
VALUE("Weight__c")
- Once done, click on the Save & Close button on the top right to clo=
se.
- Go to Windows Start > Programs > QuickBooks > Web Connector.
- The web connector is launched with the selected integration profile. Se=
lect the integration profile/profile Name, Enter DBSync password and finall=
y click on "Update Selected" to perform the sync. The Custom Fields in Quic=
kBooks will be populated with data in Salesforce.
- Check your Salesforce and QuickBooks Instance for updated data.
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