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Let us look at the following example. : How does DBSync handles handle Profit and Loss report integration with Salesforce custom object.?
- Since the Profit&Loss report is not exposed directly by the QuickBooks API, we use Custom Detail Report API.
- Configure the connectors of QuickBooks and Salesforce with appropriate credentials.
- We build Build logic with Dynamic querying capabilities. This will run the Report in QuickBooks and return us the required fields.
- There are transformation applied via DBSync platform to Salesforce custom object. This is done so that data is transformed as per the business requirement.
- Finally, the data gets inserted to the Salesforce custom object.
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