DBSync Cloud Workflow (iPaaS)

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  • To integrate multiple QuickBooks with Salesforce using DBSync, we need to create multiple Projects in DBSync and . And, define identifier field in each Salesforce Object which that is part of the integration.
  • In this section , we discuss how different Salesforce Accounts are integrating with different QuickBooks Instances is discussed. Similarly the integration discussed will also demonstrate each new Account created using QuickBooks Customer and . Furthermore, it will be marked for specific QuickBooks Instances. So the integration flow will be Bi-Directional between Accounts and Customer.
  • 2 Projects need to be created in DBSync, namely:
    • SalesforceQuickBooks1
    • SalesforceQuickBooks2
  • Go to your Salesforce and Open In Salesforce, click on and Setup > Customize > Account > Fields and . Then, click on New button in  in Account Custom Field and Relationships.
  • Select Picklist Option button and click on click Next.
  • Enter the field label , enter and list of values for picklist , - in this demo, I am using 2 values as - "QuickBooks1" and "QuickBooks2".  Select all the check boxes and click on click Next.
  • In the Next Screen, select the Profiles and fields that you want to make field visible and click on visible. Then, click Next.
  • On Add to Page Layout, select the page layout Page Layout you want to add the fields to and . Then, click on Save button to  to save and create the custom fields.

...

  • Go to Account in your Salesforce and . Then, open any account. Here in In this tutorial, I will open am opening Delphi Chemicals.
  • Select QuickBooks1 from the QuickBooks picklist and click on Save.
  • Similarly, open one more Account in your Salesforce and select QuickBooks2 from the QuickBooks field. In this tutorial, I will mark Abbott Insurance as the second Account.
  • Select QuickBooks2 from the QuickBooks Field and click on click Save.
  • Go to www.mydbsync.com login . Login to your account and click on Launch, to view Project console.
  • Click on the Project SalesforceQuickBooks1.
  • On the left panel of Project console, click on Connectors, you . You will see Salesforce and QuickBooks Connectors. Ensure Make sure that both the connectors Connectors are validated.
  • Go to the Project SalesforceQuickBooks1 and ensure make sure that the workflow AccountToCustomer is active - i.e. It's its status should be On.
  • Open workflow AccountToCustomer, in . In the Advanced Query Builder, you see a query, edit this query as below and click on . Edit the query - as shown below - and click Save Workflow.
  • Code Block
    select {!.} from Account where AVSFQB__QuickBooks_Id__c=' ' and QuickBooks__c='QuickBooks1'
  • Ensure Make sure workflow CustomerToAccount is active by keeping the status on.
  • Open workflow CustomerToAccount. Here, you will see a list of available Rules in the bottom.
  • Open the rule "Sequence No 1" and click map and you . You will see mapping AVSFQB_QuickBooks_idc = LSPLIT(VALUE("ListID")) _and edit this mapping as follows AVSFQB_QuickBooks_id{_}__c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-").
  • The next mapping is Id = Link(*). Edit this mapping as shown below and click on click Save and Close.

             Id=select id, name from account where QuickBooks__c='QuickBooks1'

  • Now go Go to rule "Sequence No 2" of CustomerToAccount WorflowWorkflow.
  • Click on Map & and you will see mapping AVSFQB_QuickBooks_id__c = LSPLIT(VALUE("ListID")).
  • Edit this mapping as shown below:

             AVSFQB_QuickBooks_id__c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-").

  • Add a mapping in this window as QuickBooks__c = Value("QuickBooks1").
  • Now go to "Sequence No 3" of QuickBooksToSalesforce Workflow.
  • Click on Map and you will see the mapping AVSFQB_QuickBooks_id__c = LSPLIT(VALUE("ListID")).
  • Edit the following mapping as below and click on Save & Close button.

             AVSFQB_QuickBooks_id__c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-").

  • Go to "Sequence No 4" of workflow CustomerToAccount and click on Map.
  • You will see mapping AVSFQB_QuickBooks_id__c = LSPLIT(VALUE("ListID")). 
  • Edit this mapping as below click on Save & Close button.

             AVSFQB_QuickBooks_id__c = "QuickBooks1"+LSPLIT(VALUE("ListID"),"-").

  • Now, go Go to the Project SalesforceQuickBooks2 and open it for editing.
  • On the left panel of Project console, click on Connectors. Here, you will see Salesforce and QuickBooks Connectors. Ensure Make sure that both the connectors Connectors are validated.
  • Go to the Project SalesforceQuickBooks2 and ensure make sure that the workflow AccountToCustomer is active - i.e. It's Its status should be On.
  • Open workflow AccountToCustomer, in . In the Advanced Query Builder, you see a query, edit this query as below and click on . Edit the query as shown below and click Save Workflow. 
  • Code Block
    select {!.} from Account where AVSFQB__QuickBooks_Id__c=' ' and QuickBooks__c='QuickBooks2'
  • Ensure workflow Make sure workflow CustomerToAccount is active by keeping the status on.
  • Open workflow CustomerToAccount. Here, you will see a list of available Rules in at the bottom.
  • Open the rule "Sequence No 1" and click map and . Here, you will see mapping AVSFQB_QuickBooks_idc = LSPLIT(VALUE("ListID")) and edit this mapping as follows AVSFQB_QuickBooks_id__c ="QuickBooks2"+LSPLIT(VALUE("ListID"),"-").
  • The next mapping is Id = Link(*). Edit this mapping as below and click on Save and Close.

             Id=select id, name from account where QuickBooks__c='QuickBooks2'

  • Now go Go to rule "Sequence No 2" of CustomerToAccount WorflowWorkflow.
  • Click on Map & . Here, you will see mapping AVSFQB_QuickBooks_id__c = LSPLIT(VALUE("ListID")).
  • Edit this mapping as below:

             AVSFQB_QuickBooks_id__c = "QuickBooks2"+LSPLIT(VALUE("ListID"),"-").

  • Add a mapping in this window as QuickBooks__c = Value("QuickBooks2").
  • Now go Go to "Sequence No 3" of QuickBooksToSalesforce Workflow.
  • Click on Map and . Here you will see the mapping AVSFQB_QuickBooks_id__c = LSPLIT(VALUE("ListID")).
  • Edit the following mapping as shown below and click on click  Save & Close button.

             AVSFQB_QuickBooks_id__c = "QuickBooks2"+LSPLIT(VALUE("ListID"),"-").

  • Go to "Sequence No 4" of workflow CustomerToAccount and click on Map.
  • You will see mapping AVSFQB_QuickBooks_id__c = LSPLIT(VALUE("ListID")). 
  • Edit this mapping as shown below click on click Save & Close button.

             AVSFQB_QuickBooks_id__c = "QuickBooks2"+LSPLIT(VALUE("ListID"),"-").

  • Close the mapping window. Go to QuickBooks Web Connector, enter . Enter your DBSync password for both the profiles, select . Select the profiles and click on Update Selected to start the sync.
  • The Sync will start and it will update Salesforce Accounts as Customers in QuickBooks and Similarily All . Similarly, all the Customers of QuickBooks that don't exist in Salesforce will be created in Salesforce with identity field marked for specific QuickBooks File.
  • That's how DBSync handles Multiple QuickBooks file or instance. One thing to keep in mind, before following this step is the aforementioned steps, is that you need different DBSync QuickBooks Licenses if you are using more than one QuickBooks file. You can also configure each Profile in separate QuickBooks Web Connector instances, if you are running QuickBooks on more than one machine.