2022
DBSync Mapping 's mapping, for Salesforce and QuickBooks integration, consists of multiple states workflows with specific function assigned to each of its states. This section explains the functions of each state workflow and its pre-requisites for the process template SalesforceQuickBooks:BiDirectional_v2. Detailed information For details on DBSync platform and mapping terminology is available in section 3 - Platform's mapping terminology, refer to iPaaS section.
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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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At least one record should be present in Salesforce Accounts object.
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Account To Customer |
Functionality:
It creates Customers in QuickBooks from Salesforce Accounts.
Pre-requisites:
QuickBooks Id=“Null”.
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Product To Item Service |
Functionality:
It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Service”.
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Product To Item Inventory |
Functionality:
It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Inventory”.
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Product To Item Non- Inventory |
Functionality:
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 |
Functionality:
It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Other Charge”.
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Product To Item Discount |
Functionality:
It creates Items in QuickBooks from Salesforce Products.
Pre-requisites:
QuickBooks Item Type = “Item Discount”.
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Opportunity To Invoice |
Functionality:
It creates Customer, Items, Invoice & Invoice Line Items in QuickBooks from Salesforce Opportunity.
Pre-requisites:
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Invoice Line Update |
Functionality:
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 |
Functionality:
It creates Customer, Items, Estimate & Estimate Line Items in QuickBooks from Salesforce Opportunity.
Pre-requisites:
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Estimate Line Update |
Functionality:
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 |
Functionality:
It creates Customer, Items, Sales Order & Sales Order Line Items in QuickBooks.
Pre-requisites:
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Sales Order Line Update |
Functionality:
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 |
Functionality:
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 |
Functionality:
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 |
Functionality:
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 |
Functionality:
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 |
Functionality:
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 |
Functionality:
It creates Product in Salesforce from QuickBooks Items of type Discount.
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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 |
Functionality:
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 |
Functionality:
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 |
Functionality:
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 |
Functionality:
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 |
Functionality:
It updates/creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order 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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Sales Order To Receivables |
Functionality:
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 |
Functionality:
It creates Account, Opportunity & Opportunity Product in Salesforce from QuickBooks Customer, Sales Order & Sales Order Line Item respectively.
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
End State is the last state and it does not have any actions.