Page History

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• Under DBCustomer2QBCustomer workflow,  Click click Advanced Query Builder and add condition "ParentName equal to null" along with other condition
• 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 from 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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