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DBSync Mapping for Salesforce and QuickBooks integration consists of multiple workflows with specific function. This section explains the functions of each workflow and its pre-requisites for the process template SalesforceQuickBooks:BiDirectional_v2. Detailed information on DBSync platform and mapping terminology is available in section iPaaS

Start State is the first state and it does not have any actions.

Functionality:

It creates custom fields “OpportunityId” , “SFLINEID” in QuickBooks Customer & Items respectively. It also creates Chart of Account “Other Income” in QuickBooks.

Pre-requisites:

At least one record should be present in Salesforce Accounts object.

Functionality:

It creates Customers in QuickBooks from Salesforce Accounts.

Pre-requisites:

QuickBooks Id=“Null”

Functionality:

It creates Items in QuickBooks from Salesforce Products

Pre-requisites:

QuickBooks Item Type = “Item Service”

Functionality:

It creates Items in QuickBooks from Salesforce Products

Pre-requisites:

QuickBooks Item Type = “Item Inventory”

Functionality:

It creates Items in QuickBooks from Salesforce Products

Pre-requisites:

QuickBooks Item Type = “Item Non Inventory”

Functionality:

It creates Items in QuickBooks from Salesforce Products

Pre-requisites:

QuickBooks Item Type = “Item Other Charge”

Functionality:

It creates Items in QuickBooks from Salesforce Products

Pre-requisites:

QuickBooks Item Type = “Item Discount”

Functionality:

It creates Customer, Items, Invoice & Invoice Line Items in QuickBooks from Salesforce Opportunity

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Invoice”

Functionality:

It updates the QuickBooks Line Id of QuickBooks Invoice Line Items in QuickBooks Id field of Salesforce Opportunity Product

Pre-requisites:

End of Opportunity To Invoice State initiates Invoice Line Update State

Functionality:

It creates Customer, Items, Estimate & Estimate Line Items in QuickBooks from Salesforce Opportunity

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Estimate”
  

Functionality:

It updates the QuickBooks Line Id of QuickBooks Estimate Line Items in QuickBooks Id field of Salesforce Opportunity Product

Pre-requisites:

End of Opportunity To Estimate State initiates Estimate Line Update State

Functionality:

It creates Customer, Items, Sales Order & Sales Order Line Items in QuickBooks

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Sales Order”
  

Functionality:

It updates the QuickBooks Line Id of QuickBooks Sales Order Line Items in QuickBooks Id field of Salesforce Opportunity Product

Pre-requisites:

End of Opportunity To Sales Order State initiates Sales Order Line Update State

Functionality:

It creates Customer, Items, Sales Receipt & Sales Receipt Line Items in QuickBooks

Pre-requisites:

• Account Name in Salesforce Opportunity should be included.
• Product should be attached to Salesforce Opportunity.
• Generate = “Sales Receipt”

Functionality:

It creates Account in Salesforce from QuickBooks Customer

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Service

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Inventory

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Non-Inventory

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Other Charge

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Functionality:

It creates Product in Salesforce from QuickBooks Items of type Discount.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Functionality:

It updates / creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Invoice & Invoice Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Functionality:

It updates / creates Invoice Information and Invoice Details in Salesforce custom object Receivables

Pre-requisites:

Sync to Opp = “true”

Functionality:

It updates / creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Estimate & Estimate Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Functionality:

It updates / creates Estimate Information and Estimate Details in Salesforce custom object Receivables

Pre-requisites:

Sync to Opp = “true”

Functionality:

It updates / creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

Functionality:

It updates / creates Sales Order Information and Sales Order Details in Salesforce custom object Receivables

Pre-requisites:

Sync to Opp = “true”

Functionality:

It creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.

It updates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.

Pre-requisites:

Last modified date or created date of QuickBooks record should be greater than last success run of DBSync

End State is the last state and it does not have any actions.