Transform and Write

Learn how to modify a Query

Introduction

DBSync Cloud Workflow enables the user to be able to modify a query and utlise the same in the workflow. The 'Transform and Write' option allows for query customization or alteration without having hassles to create the entire flow repeatedly.

Use Case

To understand the 'Transform and Write' action, we would use an example of a sample query to pull Salesforce Accounts and debug, and transform this query to 'Insert' all 'Salesforce Accounts' as 'Customers' in 'QuickBooks'.

Tutorial

This tutorial explains the process to 'Transform and Write' a query to pull Salesforce Accounts and Insert into QuickBooks as Customers.

Transform and Write a Query

Prerequisites

In order to 'Transform and Write' a query, the following are the prerequisites:

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

• Connector: Salesforce application configured

• Connector: QuickBooks application configured

Process

The below section provides information on the steps to be followed to 'Transform and Write' a query.

The sample query to Pull Salesforce Accounts has been executed and Debugged. The results are printed in the console.

• The Task screen would appear in the below format with a sample query.

Sample Query to Pull Salesforce Accounts

• Drag and drop the 'Transform and Write' action. Click 'Configure' Select the operation as 'Insert' , target as 'QuickBooks' and the object as 'Customer' .

• Click 'Map'.

The mapping screen allows you to drag and drop fields from source to target. In this use case , we would map the mandatory QuickBooks fields, 'Display Name' for 'Customer object to Salesforce 'Name' field.

You will be redirected to the 'Mapping Screen' where you can drag and drop custom objects from source to target.

• Drag and drop the 'Name' field from the Salesforce Objects List (right-side) on to the 'Display Name' field in QuickBooks (left side).

Use the 'Search Tab' as shown in the image below for ease in Mapping.

Mapping

• Click 'Save' and the 'Mapping' will be saved.

• Click 'Save' to save the 'Transform and Write' workflow.

• Click the 'Run' icon to run the integration.

• The console will display the query executed and it will insert the Salesforce Accounts as Customers in QuickBooks.

Console

In the above manner an existing query can be 'Transformed' into another query using the 'Task Screen'.