2022

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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.?

  1. Since the Profit&Loss report is not exposed directly by the QuickBooks API, we use Custom Detail Report API.
  2. Configure the connectors of QuickBooks and Salesforce with appropriate credentials.
  3. We build Build logic with Dynamic querying capabilities. This will run the Report in QuickBooks and return us the required fields.
  4. There are transformation applied via DBSync platform to Salesforce custom object. This is done so that data is transformed as per the business requirement.
  5. Finally, the data gets inserted to the Salesforce custom object.

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