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 19 Current »

Integration between Salesforce and QuickBooks with, out of the box solution, is explained in section Salesforce QuickBooks Bi-directional Integration Process.

If any additional fields or objects integration is required - between Salesforce and QuickBooks - DBSync Mapping must be customized as per the requirement. This section explains the step-by-step process involved in customizing DBSync Mapping.

  • Go to www.mydbsync.com. Click on Customer Login. Enter your Username and Password.  Click on Sign in. Click on Launch to access Development Studio.
  • Login to your DBSync account with credentials to make changes or, create hierarchy mappings. Once you have logged into your DBSync account, click on Development Studio.
  • Make sure that you have validated Salesforce and QuickBooks Connectors.
  • Click on Projects on the left panel. There, you will see a list of available Projects. Click on the relevant Project. You will see a list of Processes.
  • Click on the relevant Process. Next, you will see a list of workflows. Create on New - the button is used to create a new workflow.
  • Each workflow will have trigger & rules.
  • The trigger has 3 tabs: Query Builder, Advanced Query Builder and Properties.
  • You can have one or more rules in a workflow. Each rule will have a map. This map displays a list of target fields available for mapping. Also, you will see the schema of the source fields. You can drag and drop source fields and map target fields accordingly.
  • Further information on Mapping is detailed in the wiki iPaaS section.
  • No labels