DBSync Cloud Workflow (iPaaS)

2022

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For Integration from Salesforce into

Quickbooks

QuickBooks

  • If Quickbooks QuickBooks Customer and Salesforce Account object has hierarchy structures enabled, then the following changes have to be implemented within your DBSync mappings / template to facilitate hierarchy mappings.

...

  • Now use the following query in AccountToCustomer2 Trigger using Advanced Query Builder.
Code Block

select {!.} from Account where AVSFQB__QuickbooksQuickBooks_Id__c = '' and Parent.Name!='' 

...

Code Block
 select {!.} from Account where AVSFQB__QuickbooksQuickBooks_Id__c = '' and Parent.Name =''
  • Once you are done with all the above mentioned changes, run the sync and data will be integrated into Quickbooks QuickBooks with their respective hierarchies in place as shown below.
  • This concludes Account hierarchy mappings for the data-flow from Salesforce into QuickbooksQuickBooks.