Page History

Integration between Salesforce and QuickBooks with, out of the box solution, is explained in section Salesforce QuickBooks Bi-directional Integration Process.

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 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 Development Studio.

• Login to your DBSync account with credentials to make changes or, create hierarchy mappings. Once you have logged into your DBSync account, click on Development Studio.

• Make sure that you have validated Salesforce and QuickBooks Connectors.

• Click on Projects on the left panel. There, you will see a list of available Projects. Click on the relevant Project. You will see a list of Processes.

• Click on the relevant Process. Next, you will see a list of workflows. Create on New - the button is used to create a new workflow.

• Each workflow will have trigger & rules.

• The trigger has 3 tabs: Query Builder, Advanced Query Builder and Properties.

• You can have one or more 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 iPaaS section.