Mulitple Price Levels in Salesforce QuickBooks Integration

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

1. Let's consider integrating two QuickBooks Price Levels, PriceLevel1 & PriceLevel2, with Salesforce Price Books. To start, two Salesforce Price Books - PriceBook1 & PriceBook2 - should be created. The following process will sync the items of QuickBooks, PriceLevel1 & PriceLevel2, with Salesforce Price Books, PriceBook1 & PriceBook2, respectively.

2. Log in to the DBSync account using your credentials. Navigate to DBSync Project QuickBooks Desktop to Salesforce Accounts Receivable.

3. Click on Connectors. Make sure that Salesforce Connector is validated and QuickBooks Web Connector is configured.

4. Go to the Task Salesforce to QuickBooks Desktop Order to Cash Integration. There, you will see a list of flows.

5. Create a new flow PriceLevelToProduct2 and move this between the Product and Opportunity sync flow.

6. In this new workflow, add the following query using Advanced Query Builder. The data source should be QuickBooks. The batch size in properties will remain as 100 (default value).

 select * from PriceLevel where Pricelevel.Maxreturned=100

• In the Transform&Write section. Select Target as Salesforce, Operation as Update, Target Object as Product2, and click on Map.

• Map the fields as shown below. Then, Save. Notice that on the left side, it has Target fields (Salesforce), and on the right side, it has source fields (QuickBooks). PriceBook1 is the name of the Salesforce PriceBook, and PriceLevel1 is the name of the QuickBooks Price Level.

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

• In the Transform&write section, select Target as Salesforce, Operation as Update, Target Object as Product2, and click on Map.

• Map the fields as shown below. Then, Save. Notice that on the left side, it has Target fields (Salesforce), and on the right sid,e it has source fields (QuickBooks). PriceBook2 is the name of Salesforce PriceBook, and PriceLevel2 is the name of the QuickBooks Price Level.

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

• To sync the new QuickBooks Price Level, repeat the above process. For every price level in QuickBooks, create a new Rule and map as discussed above.