Mappings - mkplabs/systogether-quickbooks GitHub Wiki
SysTogether includes default mappings based on common Salesforce and Quickbooks usage. You can also create your own mappings if you choose.
Viewing Mappings in Salesforce Included Mappings Custom Mappings
Viewing Mappings in Salesforce
Viewings are stored in a Custom Metadata named Quickbooks Mapping. You can access the list of Quickbooks Mappings from Setup
Included Mappings
Quickbooks Customer <-> Salesforce Account
- BillAddr.City <-> BillingCity
- BillAddr.Country <-> BillingCountry
- BillAddr.CountrySubDivisionCode <-> BillingState
- BillAddr.Line1 <-> BillingStreet
- BillAddr.PostalCode <-> BillingPostalCode
- BillAddr.PostalCode <-> BillingPostalCode
- CompanyName <-> Name
- DisplayName <-> Name
- Fax.FreeFormNumber <-> Fax
- FullyQualifiedName <-> Name
- Id <-> stqb__Quickbooks_Id__c
- MetaData.CreateTime <-> stqb__Quickbooks_CreateTime__c
- MetaData.LastUpdatedTime <-> stqb__Quickbooks_LastUpdatedTime__c
- Notes <-> Description
- PrimaryPhone.FreeFormNumber <-> Phone
- ShipAddr.City <-> ShippingCity
- ShipAddr.Country <-> ShippingCountry
- ShipAddr.CountrySubDivisionCode <-> ShippingState
- ShipAddr.Line1 <-> ShippingStreet
- ShipAddr.PostalCode <-> ShippingPostalCode
- WebAddr.URI <-> Website
Quickbooks Invoice <-> Salesforce Invoice (stqb__Invoice__c)
- AllowOnlineACHPayment <-> stqb__AllowOnlineACHPayment__c
- AllowOnlineCreditCardPayment <-> stqb__AllowOnlineCreditCardPayment__c
- ApplyTaxAfterDiscount <-> stqb__ApplyTaxAfterDiscount__c
- BillEmail.Address <-> stqb__BillEmail__c
- CustomerMemo.value <-> stqb__CustomerMemo__c
- CustomerRef.value <-> stqb__Account__r.stqb__Quickbooks_Id__c
- DocNumber <-> stqb__DocNumber__c
- DueDate <-> stqb__DueDate__c
- EmailStatus <-> stqb__EmailStatus__c
- Id <-> stqb__Quickbooks_Id__c
- MetaData.CreateTime <-> stqb__Quickbooks_CreateTime__c
- MetaData.LastUpdatedTime <-> stqb__Quickbooks_LastUpdatedTime__c
- PrivateNote <-> stqb__PrivateNote__c
- TotalAmt <-> stqb__TotalAmt__c
- TxnDate <-> stqb__TxnDate__c
Quickbooks Invoice Line <-> Salesforce Invoice Line (stqb__Invoice_Line__c)
- Amount <-> stqb__Amount__c
- Description <-> stqb__Description__c
- DetailType <-> stqb__DetailType__c
- Id <-> stqb__Quickbooks_Id__c
- SalesItemLineDetail.ItemRef.value <-> stqb__ItemRef_value__c
- LineNum <-> stqb__LineNum__c
- SalesItemLineDetail.Qty <-> stqb__Qty__c
- SalesItemLineDetail.ServiceDate <-> stqb__ServiceDate__c
- SalesItemLineDetail.UnitPrice <-> stqb__UnitPrice__c
Quickbooks Item <-> Salesforce Product (Product2)
- Active <-> IsActive
- MetaData.CreateTime <-> stqb__Quickbooks_CreateTime
- MetaData.LastUpdatedTime <-> stqb__Quickbooks_LastUpdatedTime__c
- Description <-> Description
- FullyQualifiedName <-> Name
- Id <-> stqb__Quickbooks_Id__c
- IncomeAccountRef.name <-> stqb__Quickbooks_IncomeAccountRef_Name__c
- IncomeAccountRef.value <-> stqb__Quickbooks_IncomeAccountRef_Id__c
- Name <-> Name
- Type <-> Family
Quickbooks Item <-> Salesforce PricebookEntry
- Id <-> Quickbooks_Id__c
- Active <-> IsActive
- UnitPrice <-> UnitPrice
Quickbooks Payment <-> Salesforce Payment (stqb__Payment__c)
- CustomerRef.value <-> stqb__Account__r.stqb__Quickbooks_Id__c
- Id <-> stqb__Quickbooks_Id__c
- MetaData.CreateTime <-> stqb__Quickbooks_CreateTime__c
- MetaData.LastUpdatedTime <-> stqb__Quickbooks_LastUpdatedTime__c
- PaymentMethodRef.value <-> stqb__PaymentMethodRef_value__c
- PaymentRefNum <-> stqb__PaymentRefNum__c
- TotalAmt <-> stqb__TotalAmt__c
- TxnDate <-> stqb__TxnDate__c
Quickbooks Payment Line <-> Salesforce Payment Line (stqb__Payment_Line__c)
- Amount <-> stqb__Amount__c
- Id <-> stqb__Quickbooks_Id__c
- LinkedTxn.TxnId <-> stqb__Invoice__r.stqb__Quickbooks_Id__c
Custom Mappings
You can create and modify mappings yourself too!