Use Case

The process of customizing DBSync Mapping is explained with the example in this section. Three custom fields are created in the Salesforce Product Object & QuickBooks Item. The steps shown below explain the DBSync customization process to integrate these custom fields of Salesforce and QuickBooks.

1. Create custom fields in the Product Object of Salesforce named as

   1. Item Type Text

   2. Reorder QuantityNumber

   3. Weight Text

2. Create the same fields in Item of QuickBooks.

3. Log in to your DBSync account.

4. Click on the relevant project and navigate to the flow page.

5. Navigate to the apps page and ensure that Salesforce and QuickBooks Connectors are validated.

6. If you are syncing Salesforce and QuickBooks BiDirectional, go to the flow for Product To Inventory sync.

7. You will see the list of available fields in Salesforce in the main section of the mapping screen. On the right section of the mapping screen, you see the schema. The schema will have a list of QuickBooks fields. You can add a new mapping by entering VALUE("ColumnApiName") in the field next to the required Target field, i.e., the QuickBooks field. You can just drag & drop the required field from Schema into the target field.

8. Add the mappings as shown below

   1. ItemInventoryAddRq/ItemInventoryAdd/ItemType =VALUE("Item_Name__c")

   2. ItemInventoryAddRq/ItemInventoryAdd/ReorderQuantity =VALUE("Reorder_Quantity__c")

   3. ItemInventoryAddRq/ItemInventoryAdd/Weight = VALUE("Weight__c")

9. Once done, click on the Save & Close button on the top right to close.

10. Go to Windows Start > Programs > QuickBooks > Web Connector.

11. The web connector is launched with the selected integration profile. Select the integration profile/profile Name, Enter DBSync password and finally click on "Update Selected" to perform the sync. The Custom Fields in QuickBooks will be populated with data in Salesforce.

12. Check your Salesforce and QuickBooks Instance for updated data.