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  • If 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. A typical hierarchy structure in Salesforce Accounts and Quickbooks Customer entities is as shown below.

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  • The default mappings within DBSync standard template integrates the above Salesforce Account records as two separate Customer records  "Avankia" and DBSync" and not as Parent & Child records.

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  • Once inside the process builder page, create new State / Wokflow named as Account to Customer2 as illustrated in the below two screenshots.

                     
                                                                                                                  

  • After Creating the state AccountToCustomer2 place , link it under the with AccountToCustomer state as shown in screen shot below.



  • Open the AccountToCustomer2 State/Workflow and add the following mapping as shown below.
  • Make sure to add Reader, Writer, Map & Status Writer similar to AccountToCustomer2 has AccountToCustomer state.
  • Add Make the following code changes in AccountToCustomer MappingMake Changes in Mapping State the Mapping window as shown in following the below screen shots.

Add the following code to the default mapping:
Find the Target field Target == "CustomerAddRq/CustomerAdd/ParentRef/FullName" and source field as following

Source Field == "VALUE("Parent/Name")"



  • Now make the following changes in AccountToCustomer2 state reader Query.
  • Make change in Reader Query as shown below

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  1. Make Changes in Mapping State as shown in following screen shots.

Add the following code to the default mapping:
Find the Target field "CustomerAddRq/CustomerAdd/ParentRef/FullName" and source field as following "VALUE("Parent/Name")"
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  • Now start syncing, The Account Hierarchy will be shown in QuickBooks as shown in below screen shot.

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  • .
Code Block
 select {!.} from Account where AVSFQB__Quickbooks_Id__c = '' and Parent.Name!='' 

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  • Similary change AccountToCustomer reader query a.
Code Block
 select {!.} from Account where AVSFQB__Quickbooks_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 with their respective hierarchies in place as shown below.

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  • This concludes hierarchy mappings for the data-flow from Salesforce into Quickbooks.