DBSync Cloud Workflow (iPaaS)

2022

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Pre-Requisites

Database should have three columns to store Parent Name (type: String), Child Name (type: String) and Hierarchy level (type: Integer)  

Integration

Database

QuickBooks

Parent Name

Customer

Child Name

Job

Hierarchy

Sub level

For Integration from Database into QuickBooks

  • If Quickbooks Customer has hierarchy structures enabled, then the following changes have to be implemented within your DBSync mappings to facilitate hierarchy mappings.
  • Let's say Avankia & DBSync are the Parent Name & Child Name in Database then Avankia & DBSync are Customer & Job in QuickBooks respectively.
  • Go to the location where pdl is present and open the workflow where Customer hierarchy mapping to be done
  • Based on hierarchy level the number of sequences has to be created with in the workflow.
    • Example: If hierarchy level is 2 then three sequences has to be created  with in the workflow
  • The first sequence validate row should contain a condition to check ParentRef field which contains Customer name so that the mapping for the sequence works
    • Example : IF(ISEMPTY(VALUE("ParentRef/ListID")),"true","false")
    • Map Name field of QuickBooks to Parent Name column in Database for the first sequence
    • Example : Parent Name - VALUE("Name")
    • Map Sublevel field of QuickBooks to Hierarchy column in Database. If Sublevel value is 0 then it refers to Parent Name
    • Example: Hierarchy - VALUE("Sublevel")
  • The Second sequence validate row should contain the condition to check for the hierarchy level 1
    • Example : IF(ISEMPTY(VALUE("ParentRef/ListID")),"false",IF(EQUALS(VALUE("Sublevel"),"1"), "true","false"))
    • Map Name field of QuickBooks to Child Name column in Database
    • Example: Child Name - VALUE("Name")
    • Map QuickBooks Customer Name with the Parent Name column in Database
    • Example : Parent Name - LSPLIT(VALUE("ParentRef/FullName"),":")
    • Map Sublevel field of QuickBooks to Hierarchy column in Database. If Sublevel value is 1 then it refers to first Child Name
    • Example: Hierarchy - VALUE("Sublevel")
  • Third and other sequence depends upon the number of Sublevel ie the hierarchy level of the Child Name
    • If the hierarchy level is 2 then configure the third sequence with the following trigger and so on
    • Example : IF(ISEMPTY(VALUE("ParentRef/ListID")),"false",IF(EQUALS(VALUE("Sublevel"),"2"), "true","false"))
    • Map Sublevel field of QuickBooks to Hierarchy column in Database. If Sublevel value is 2 then it refers to second Child Name
    • Example: Hierarchy - VALUE("Sublevel")
  • Once the above sequence are added, save and close the workflow


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