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- Under DBCustomer2QBCustomer workflow, for customer insert rule add condition ParentName not equal to null along with other condition within Advanced Query Builder
- Save and close the Advanced Query Builder page and save the DBCustomer2QBCustomer workflow
- Create a new workflow DBCustomer2QBCustomerHirearchy which is similar to DBCustomer2QBCustomer
- Select Datasource as Database
- Click switch to advanced view and add the same query as present in DBCustomer2QBCustomer
- Change query condition ParentName not equal to null along with other conditions in the above query
- Save and close the Advanced Query Builder page
- Create a new rule CustomerHirearchy
- Select target customer as QuickBooks, select operation as insert and select target object as customer
- Use similar properties as given in customer insert sequence under DBCustomer2QBCustomer workflow such as batch size and primary key
- Click map and provide the mappings as given in customer insert sequence under DBCustomer2QBCustomer workflow
- Once the mappings are completed, add following changes in the Mapping window
- Target == "CustomerAddRq/CustomerAdd/ParentRef/FullName"
- Source Field == "VALUE("ParentName")"
- Save and close the rule, later save the workflow
- Once done with all the above-mentioned changes, run the sync and data will be integrated into Quickbooks with their respective hierarchies in place
- This concludes Customer hierarchy mappings to insert data from Database into Quickbooks.
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