Salesforce

Can I sync orders from QuickBooks to Salesforce?

Upload a Salesforce package and map fields

Is there a demo?

Here is a demo:

How do I set-up the integration?

You must install a custom package onto your Salesforce. This will create a custom object called invoice, which we used to sync fields:

  1. Login to Salesforce as admin.
  2. Install this package and agree to the terms.
  3. Switch to the lightening experience.
  4. On the right, click the pencil:
  5. Click add more items.
  6. Select invoices on the navigation:
  7. You will see a tab called invoices on the navigation. If you click into it and click new, you can see all the fields:

Once you set-up Salesforce, follow these steps:

  1. Log into Connex.
  2. Click add new connection.
  3. Choose Salesforce.
  4. Sign into Salesforce.
  5. In our install wizard, choose sync orders from QuickBooks.
  6. You can sync orders from QuickBooks as a Salesforce opportunity or to the custom invoice object that you installed. In this case, choose order and invoice object:
  7. Choose the types of orders to export.
  8. Optionally, choose a class. We recommend adding Salesforce as the class. This will categories sales to sync from QuickBooks, instead of syncing everything:
  9. Finish the install wizard.

Does your software create accounts and contacts?

Yes, if they are tied to incoming orders and if they are missing. We sync contact name, address, email, and phone.

How do the fields map?

Here is a diagram:

Salesforce QuickBooks Notes
Billing City Billing City  
Billing Country Billing Country  
Billing Postal Code Billing Postal Code  
Billing State Billing State  
Billing Street Billing Street  
Description Order Number Formatted as QB Order Number 123. Used for duplicate checking.
Effective Date Order Date  
Status N/A Defaults to draft.
Shipping City Shipping City  
Shipping Country Shipping Country  
Shipping Postal Code Shipping Postal Code  
Shipping State Shipping State  
Shipping Street Shipping Street  
Phone Customer Phone Located on account record
Email Customer Email Located on account record
Line Item Description Order Item Description  
Line Item Unit Price Order Item Unit Price  
Line Item Quantity Order Item Quantity  
Line Item Product Code Order Item Name  
Line Item Name Order Item Name  

Since Salesforce lacks many fields from QuickBooks, our tool makes custom fields. Here is how they map:

Salesforce QuickBooks Notes
Ship Date Ship Date  
Sales Rep Sales Rep  
Net Terms Net Terms  
Selling Channel Name N/A Maps to QuickBooks. Used for making rules.
Tracking Number Tracking Number Our tool can add a tracking number to Salesforce, if one of the line item descriptions matches to a tracking number.
Class Class  
Total Total  
Payment Method Payment Method  
Shipping and Handling Total Shipping  
Shipping Method Shipping Method  
Tax Tax  
Due Date Due Date  
Balance Due Balance Due  
PO Number PO Number  
Order Number Order Number  
Private Notes Private Notes  
Memo Memo  
Project Project  
FOB FOB  

Our tool creates three custom fields in Salesforce called Custom_Field_1, Custom_Field_2, and Custom_Field_3. Using our rules engine, you can map custom fields.

How does the order look?

In Salesforce, click invoices. You will see a list of orders. The order has two parts:

  1. The invoice that contains the fields, like order date and number:
  2. The order that contains the products: