DBSync Cloud Workflow (iPaaS)

2022

Page tree
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 16 Next »

Multiple Price Levels of QuickBooks can be integrated with the respective Salesforce Price Books using DBSync. This section explains the steps involved in DBSync customization for multiple Price Level Integration.

Customization Steps:

  • Let's take an example of integrating two QuickBooks Price Levels PriceLevel1 & PriceLevel2 with Salesforce Price Books. To start, two Salesforce Price Books PriceBook1 & PriceBook2 should be created. The below process will sync the items of QuickBooks PriceLevel1 & PriceLevel2 with Salesforce Price Books PriceBook1 & PriceBook2 respectively.
  • Login to DBSync account using your credentials. Click on Launch to open the DBSync Project page in the next tab of browser. Go to DBSync Project SalesforceQuickBooksBidirectional.
  • Click on Connectors and ensure that Salesforce Connector is validated and QuickBooks webconnector is configured.
  • Go to Process SalesforceQuickBooksBidirectional, you will see list of workflows.
  • Create a new workflow PriceLevelToProduct2 and move this between ItemSalesTax2Product and InvoiceToOpportunity.
  • In this new workflow, add the below query using Advanced Query Builder. Datasource should be QuickBooks. Batch size in properties will remain as 100 (default value)
 select * from PriceLevel where Pricelevel.Maxreturned=100
  • In Rules section, click on Add New Rule, select Target as Salesforce, Operation as Update, Target Object as Product2 and click on Map.
  • Map the fields as shown below and Save. Left side it has Target fields (Salesforce) and right side it has source fields (QuickBooks). PriceBook1 is the name of Salesforce PriceBook and PriceLevel1 is the name of the QuickBooks Price Level.
  • VALIDATEROW = IF(EQUALS(VALUE("Name"),"PriceLevel1"),"true","false")

VALIDATEROW = IF(EQUALS(VALUE("Name"),"PriceLevel1"),"true","false")
Product2 = Loop Over "PriceLevelPerItemRet"
AVSFQBQuickBooks_Idc = VALUE("ItemRef/ListId")
Name = VALUE("ItemRef/FullName")
Pricebook2Id = "PriceBook1"
UnitPrice = VALUE("CustomPrice")

  • In Rules section, click on Add New Rule to add new Rule, select Target as Salesforce, Operation as Update, Target Object as Product2 and click on Map.
  • Map the fields as shown below and Save. Left side it has Target fields (Salesforce) and right side it has source fields (QuickBooks). PriceBook2 is the name of Salesforce PriceBook and PriceLevel2 is the name of the QuickBooks Price Level.

VALIDATEROW = IF(EQUALS(VALUE("Name"),"PriceLevel2"),"true","false")
Product2 = Loop Over "PriceLevelPerItemRet"
AVSFQBQuickBooks_Idc = VALUE("ItemRef/ListId")
Name = VALUE("ItemRef/FullName")
Pricebook2Id = "PriceBook2"
UnitPrice = VALUE("CustomPrice")

  • To sync new QuickBooks Price Level, repeat the above process. For every PriceLevel in QuickBooks, create a new Rule and map as discussed above.
  • No labels