2022

Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Create custom field in QuickBooks Just by clicking Edit-> Define fields under Additional info tab on the Customer layoutas shown below:


    • Login in to mydbsync.com using your DBSync credentials                         

    • Create a rule under the desired workflow, select the target as DataExt and perform Mapping and Writer as Follows

       


  • Mapping


Seq 1: Client Name in SF to Client Name in QB



DataExtModRq/DataExtMod/DataExtName

=

"Client Name"

DataExtModRq/DataExtMod/DataExtValue

=

VALUE("Client_Name__c")

DataExtModRq/DataExtMod/ListDataExtType

=

"Customer"

DataExtModRq/DataExtMod/ListObjRef/FullName

=

VALUE("Name")

OR



DataExtModRq/DataExtMod/ListObjRef/ListID

=

VALUE("newid")

DataExtModRq/DataExtMod/OwnerID

=

"0"

VALIDATEROW

=

"true"



In the above mappings,


  • DataExtName is the name of the custom field in QuickBooks

  • DataExtValue is the value of salesforce field

  • ListDataExtType the name of entity in QuickBooks where the custom field is added

  • ListObjRef/FullName or ListObjRef/ListID are the reference fields in QuickBooks .We can use either of the mapping

...