2022

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  • Ensure that Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooksOnlineBiDirectionaltemplate SalesforceQuickBooks Online BiDirectional.

  • Click on Projects then, select and open the relevant Project. You will see the available processes. Select and open the relevant Process. You will see a list of available Workflows.

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  • Add the following mapping in the mapping window and click on the Save & Close button.


Notes

=

{

ADDXML("<CurrencyRef>"+IF(VALUE("CurrencyIsoCode").equals("CAD"),"CAD",

IF(VALUE("CurrencyIsoCode").equals("USD"),"USD",

IF(VALUE("CurrencyIsoCode").equals("AUD"),"AUD",

IF(VALUE("CurrencyIsoCode").equals("GBP"),"GBP","EUR"))))+"</CurrencyRef>");

return "";

}



  • Now Open the map of the sequence no.2 Rule.
  • Add the following mapping in the mapping window and click on the Save & Close button.


Notes

=

{


ADDXML("<CurrencyRef>"+IF(VALUE("CurrencyIsoCode").equals("CAD"),"CAD",

IF(VALUE("CurrencyIsoCode").equals("USD"),"USD",

IF(VALUE("CurrencyIsoCode").equals("AUD"),"AUD",

IF(VALUE("CurrencyIsoCode").equals("GBP"),"GBP","EUR"))))+"</CurrencyRef>");


return "";

}

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  • Now Open the map of the sequence no.4 Rule.

  • Add the following mapping in the mapping window and click on the Save & Close button.


CurrencyRef

=

VALUE("CurrencyIsoCode")

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