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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
- 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
Status Writer
Status writer is used to insert or update the table after an integration of a record. Status writer are to be enabled for each sequence under Rules section. The status message depends upon the success or error criteria as mentioned in the mapping
Following are the steps to add status writer
- In DBSync platform, under Customer Workflow, click the More option within Rule section.
- Enable Update Source
- Select Update Source as Database
- Select Operations as Upsert
- Select Target object as table name (Example: customer_status_dbsync)
- Click "On Success" and following are the mapping for success criteria
- the validate row should contain the condition as "true" so that the mapping for the sequence works
- Map customer id of QuickBooks with customer id field of database
- Map newid of QuickBooks with QuickBooks id field of database
- Write QuickBooks status field as "Synced"
- Save and Close the page
- Click "On Error" and following are the mapping for error criteria
- the validate row should contain the condition as "true" so that the mapping for the sequence works
- Map customer id of QuickBooks with customer id field of database
- Write QuickBooks status field as "Not Synced"
- Save and Close the page
- Click "Save Workflow" once the above changes are made
Limitation
- QuickBooks can support up to five hierarchy level