Customer Hierarchy in QuickBooks and Database

Pre-Requisites

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

Integration

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
• Mappings required in the first sequence
  • The 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")
• Mappings required in the second sequence
  
  • The validate row should contain the condition to check for the hierarchy level as 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")
• Mappings required in the third sequence
  
  • 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