Account Hierarchy in Salesforce and 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:

• Let's say Avankia & DBSync are Parent & Child Account respectively in Salesforce. Also Avankia & DBSync are the Customer & Job in QuickBooks respectively.

• The default mappings within DBSync standard template integrates the above Salesforce Account records as two separate Customer records  "Avankia" and DBSync" - as oppose to 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 Launch to Launch DBSync Project page.

• Click on Projects on the left panel - here, you will see list of available projects. Click on the relevant project.

• Now, you will see a list of available processes under that project. Click on the relevant process. You will see a list of available workflows.

• Click on Create New Workflow. Enter the workflow name AccountToCustomer2 and Save.

• After Creating the workflow 'AccountToCustomer2', move this next to the 'AccountToCustomer' workflow.

• Open the 'AccountToCustomer2' workflow to add Trigger and Rule properties from 'AccountToCustomer' workflow.

• Once all the properties are filled, copy all the mappings from 'AccountToCustomer' mapping window.

• Once the mappings are completed, add following changes in the Mapping window.

Target == "CustomerAddRq/CustomerAdd/ParentRef/FullName"

Source Field == "VALUE("Parent/Name")"

• Now use the following query in 'AccountToCustomer2' Trigger using Advanced Query Builder.

select {!.} from Account where AVSFQB__QuickBooks_Id__c = '' and Parent.Name!='' 

• Similarly, replace 'AccountToCustomer' query with the query below:

 select {!.} from Account where AVSFQB__QuickBooks_Id__c = '' and Parent.Name ='' 

• Once you are done with all the aforementioned changes, run the sync. Data will be integrated into QuickBooks with their respective hierarchies in place as shown below:

• This concludes Account hierarchy mappings for the data-flow from Salesforce into QuickBooks.