2022
DBSync Mapping 's mapping, for Salesforce and QuickBooks integration, consists of multiple workflows with specific function. This section explains the functions of each workflow and its pre-requisites for the process template SalesforceQuickBooks:BiDirectional_v2. Detailed information For details on DBSync platform and 's mapping terminology is available in section iPaaS, refer to iPaaS section.
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Start State |
Start State is the first state and it does not have any actions.
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Initial State |
Functionality:
It creates custom fields “OpportunityId” , “SFLINEID” in QuickBooks Customer & and Items respectively. It also creates Chart of Account “Other Income” in QuickBooks.
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Pre-requisites:
QuickBooks Id=“Null”.
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Product To Item Service |
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It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Service”.
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Product To Item Inventory |
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It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Inventory”.
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Product To Item Non- Inventory |
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It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Non Inventory”.
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Product To Item Other Charge |
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It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Other Charge”.
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Product To Item Discount |
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It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Discount”.
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Opportunity To Invoice |
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It creates Customer, Items, Invoice & Invoice Line Items in QuickBooks from Salesforce Opportunity.
Pre-requisites:
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It updates the QuickBooks Line Id of QuickBooks Invoice Line Items in QuickBooks Id field of Salesforce Opportunity Product.
Pre-requisites:
End of Opportunity To Invoice State initiates Invoice Line Update State.
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Opportunity To Estimate |
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It creates Customer, Items, Estimate & Estimate Line Items in QuickBooks from Salesforce Opportunity.
Pre-requisites:
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Estimate Line Update |
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It updates the QuickBooks Line Id of QuickBooks Estimate Line Items in QuickBooks Id field of Salesforce Opportunity Product.
Pre-requisites:
End of Opportunity To Estimate State initiates Estimate Line Update State.
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Opportunity To Sales Order |
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It creates Customer, Items, Sales Order & Sales Order Line Items in QuickBooks.
Pre-requisites:
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Sales Order Line Update |
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It updates the QuickBooks Line Id of QuickBooks Sales Order Line Items in QuickBooks Id field of Salesforce Opportunity Product.
Pre-requisites:
End of Opportunity To Sales Order State initiates Sales Order Line Update State.
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Opportunity To Sales Receipt |
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It creates Customer, Items, Sales Receipt & Sales Receipt Line Items in QuickBooks.
Pre-requisites:
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Customer To Account |
Functionality:
It creates Account in Salesforce from QuickBooks Customer.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
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Item Service To Product |
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It creates Product in Salesforce from QuickBooks Items of type Service.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
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Item Inventory To Product |
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It creates Product in Salesforce from QuickBooks Items of type Inventory.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
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Item Non-Inventory To Product |
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It creates Product in Salesforce from QuickBooks Items of type Non-Inventory.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
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Item Other Charge To Product |
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It creates Product in Salesforce from QuickBooks Items of type Other Charge.
Pre-requisites:
Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
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Item Discount To Product |
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Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
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Invoice To Opportunity |
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It updates/creates Account, Opportunity & and Opportunity Product in Salesforce from QuickBooks Customer, Invoice & and Invoice Line Item respectively.
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Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
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Invoice To Receivables |
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It updates/creates Invoice Information and Invoice Details in Salesforce custom object Receivables.
Pre-requisites:
Sync to Opp = “true”.
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Estimate To Opportunity |
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It updates/creates Account, Opportunity & and Opportunity Product in Salesforce from QuickBooks Customer, Estimate & Estimate Line Item respectively.
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Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
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Estimate To Receivables |
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It updates/creates Estimate Information and Estimate Details in Salesforce custom object Receivables.
Pre-requisites:
Sync to Opp = “true”.
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Sales Order To Opportunity |
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Last modified date or created date of QuickBooks record should be greater than last success run of DBSync.
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Sales Order To Receivables |
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It updates/creates Sales Order Information and Sales Order Details in Salesforce custom object Receivables.
Pre-requisites:
Sync to Opp = “true”.
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Sales Receipt To Opportunity |
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It updates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.
Pre-requisites:
Last The last modified date or created date of QuickBooks record should be greater than the last success successful run of DBSync
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End State |
End State is the last state and it does not have any actions.