Salesforce QuickBooks Custom Mappings
Last updated
Last updated
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.
Log in to your DBSync account.
Make sure that you have validated Salesforce and QuickBooks Connectors.
Click on the relevant Project and navigate to the flow page; you will see a list of flows.
Drag and drop the necessary actions to the right place to create a new flow.
You can have one or more actions in a flow. The 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.