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If there is a integration requirement for any of the listed report , the integration is straightforward and if there is any other report which has to be sent to Salesforce then there is a customized solution provided by DBSync .
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Lets look the below example how DBSync handles profit and Loss report to be integrated to salesforce custom object.
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- Since the Profit&Loss report is not exposed directly by the QuickBooks API , we use Custom Detail Report API
- Configure the connectors QuickBooks, Salesforce with appropriate credentials
- We build logic around with Dynamic querying capabilities which will run the Report in QuickBooks and returns us the required fields
- There are transformation applied via DBSync platform to salesforce custom object so that data is transformed as per the business requirement
- Finally, the data gets inserted to the Salesforce custom object.
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- QuickBooks Profit&Loss entity which would hold the records of the QuickBooks Profit&Loss report
- Opportunity Entity which would hold the details records of the QuickBooks Profit&Loss record (serving as Master)
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A Salesforce user would need to customize different summary fields, depending on what they want to display on. The integration is simple , configure connectors, hold the QuickBooks report data on which transformation need be applied. Upsert this account records via their primary key allowing them to run on recurring basis.