You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 7
Next »
For Integration from Salesforce into Quickbooks
- 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.
![](/docs/download/attachments/5931009/Account_Hier.png?version=1&modificationDate=1366972842000&api=v2)
- 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.
- Login to your DBSync account with the your credentials to make changes or create hierarchy mappings. Once you have logged into your DBSync account, click on MyHome menu.
- Click on Launch Button to Launch DBSync integration console.
![](/docs/download/attachments/5931009/worddavfbda5289d32e7bbac6e4476766bf81ab.png?version=1&modificationDate=1366971743000&api=v2)
- Click on Manage --> Edit to navigate to the Process Builder page.
![](/docs/download/attachments/5931009/worddavd3c9bc3b704fea35ce87a3890988a70b.png?version=1&modificationDate=1366971744000&api=v2)
- Double click on BiDirectionalSync process on the extreme right hand corner of the Process Builder Page.
![](/docs/download/attachments/5931009/worddava921f39877a820982489424f66c6f349.png?version=1&modificationDate=1366971744000&api=v2)
- Once inside the process builder page, create new State / Wokflow named as Account to Customer2 as illustrated in the below two screenshots.
![](/docs/download/attachments/5931009/worddavf7f2f07c5d2ca45deac5b6f303368034.png?version=1&modificationDate=1366971744000&api=v2)
- After Creating the state AccountToCustomer2 place it under the AccountToCustomer state as shown in screen shot.
![](/docs/download/attachments/5931009/worddav3f1adc5859a3cab5a878c8669756d9dc.png?version=1&modificationDate=1366971744000&api=v2)
- Make similar to AccountToCustomer2 has AccountToCustomer.
- Add following code in AccountToCustomer Mapping
- 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")"
![](/docs/download/attachments/5931009/worddavd573b3b4a10fe3b5a3c001447b8fb3ef.png?version=1&modificationDate=1366971745000&api=v2)
- Now make the following changes in AccountToCustomer2 state.
- Make change in Reader Query as shown below in the screen shot.
![](/docs/download/attachments/5931009/worddav3e18324556999976ff31b6ec06906f7d.png?version=1&modificationDate=1366971746000&api=v2)
- 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")"
![](/docs/download/attachments/5931009/worddav542f87a23f83b7630aefb636fcdad9e3.png?version=1&modificationDate=1366971747000&api=v2)
- Now start syncing, The Account Hierarchy will be shown in QuickBooks as shown in below screen shot.
![](/docs/download/attachments/5931009/worddav2736f40efa26056e9dd0b24cd6e92335.png?version=1&modificationDate=1366971747000&api=v2)
The Account Hierarchy Mapping is Done Successfully.