Transform and Write

Learn how to modify a Query

Introduction

DBSync Cloud Workflow allows users to modify queries and seamlessly integrate them within workflows. The 'Transform and Write' action enables query customization or alteration without the need to recreate the entire flow. This feature is particularly useful for transforming data from one format to another and writing it to a different application.

Use Case

In this tutorial, we will demonstrate how to use the 'Transform and Write' action to pull Salesforce Accounts and transform this data to insert all Salesforce Accounts as Customers in QuickBooks.

Prerequisites

Before you begin, ensure you have the following:

• A sample flow, query, and debug setup. Refer to the Query documentation for more information on query creation.

• The Salesforce application connector is configured.

• The QuickBooks application connector is configured.

Step-by-Step Process

1. Login to DBSync Cloud Workflow: Navigate to the DBSync website and log in with your username and password.

2. Create or Access Your Project: Click on Create to start a new project or select an existing project where you want to implement the transformation.

3. Add a Query Action: Drag and drop a Query action into your workflow.

4. Click Configure and set the source to Salesforce and the object to Account. You can choose All Fields or specific fields as required.

5. Preview Query Results: Click on Preview to display the results of the query. Ensure that the query returns the expected data.

6. Add Transform and Write Action: Drag and drop the Transform and Write action into your workflow.

7. Click Configure and select the operation as Insert, the target as QuickBooks and the object as Customer.

8. Mapping Fields: Click on Map to open the mapping screen.

9. Drag and drop the necessary fields from the Salesforce Account object to the corresponding QuickBooks Customer fields. For example, map the Display Name field in QuickBooks to the Name field from Salesforce.

10. Save the Mapping: After completing the mapping, click Save to save the mapping configuration.

11. Save the Transform and Write Workflow: Click Save to save the entire Transform and Write workflow.

12. Run the Integration: Click the Run icon to execute the integration. The console will display the executed query, and it will insert the Salesforce Accounts as Customers in QuickBooks.

13. Debugging: If needed, add a Debug action before the Transform and Write action to verify the data being processed. Configure the debug action to display relevant fields to confirm that the data is correct before it is written to QuickBooks.

14. Review Console Output: After running the integration, check the console output for any errors or confirmation messages to ensure the process completed successfully.

15. Iterate and Optimize: Based on the results and any errors encountered, make necessary adjustments to the mapping or query as needed. Repeat the process until the workflow operates as expected.

PRO TIP

When mapping fields in the 'Transform and Write' action, ensure that the data types between the source and target fields are compatible. This prevents data conversion issues and ensures smooth data transfer.

FAQ

Frequently Asked Questions (FAQ)

1. Can I transform data before writing it to the target application?

Yes, the 'Transform and Write' action allows you to transform data, such as changing formats or applying calculations, before writing it to the target application.

2. Is it possible to use multiple queries in a single Transform and Write action?

Yes, you can use multiple queries and combine their data in a single 'Transform and Write' action to write comprehensive data sets to the target application.

3. How do I handle errors encountered during the Transform and Write process?

Use the console output and debug actions to identify and troubleshoot errors. Check for issues like data type mismatches, missing fields, or incorrect mappings.

4. Can I schedule the Transform and Write action to run automatically?

Yes, DBSync Cloud Workflow allows you to schedule flows, including the Transform and Write actions, to run automatically at specified times.

Related Content

• Query: Creating and Managing Queries in DBSync CloudWorkflow

• Flow: Automating Workflows with Scheduled Tasks

• Logs: Troubleshooting Common Errors in DBSync Integrations