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If any additional fields or objects integration is required - between Salesforce and QuickBooks - DBSync Mapping must be customized as per the requirement. This section explains a the step-by-step process involved in customizing DBSync Mapping.

  • Go to www.mydbsync.com. Click on Customer Login. Enter your Username and Password.  Click on Sign in. Click on Launch to access DBSync Project pageDevelopment Studio.
  • Login to your DBSync account with the your credentials to make changes or, create hierarchy mappings. Once you have logged into your DBSync account, click on Launch to Launch DBSync Project pageon Development Studio.
  • Make sure that you have validated Salesforce and QuickBooks Connectors.

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  • Each workflow will have trigger & rules.
  • Trigger The trigger has 3 tabs: Query Builder, Advanced Query Builder and Properties.
  • You can have one or more rule rules in a workflow. Each rule will have a map. This map displays a list of target fields available for mapping. Also, you will see the schema of the source fields. You can drag and drop source fields and map target fields accordingly.
  • Further information on Mapping is detailed in the wiki  wiki iPaaS section.