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Already running RSSBus Connect? This sample will setup RSSBus Connect with the data and port configurations referenced in this article:

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New Account in Salesforce Creates or Updates a Customer in QuickBooks

RSSBus Connect can link your business software accounts together seamlessly. The following sample project demonstrates how different ports in RSSBus Connect can be used to automatically take a Salesforce Account and insert it into QuickBooks Online as a Customer. The sample will poll Salesforce for new Account records and upsert them into QuickBooks.

Drop in the Sample Project

To get started with the sample, download and install RSSBus Connect (free 30-day trial). Then download the sample project and extract and copy the contents to the "data" folder in the installation location for RSSBus Connect. For Windows installations, this will likely be C:\Program Files\RSSBus\RSSBus Connect. Please consult the documentation for the Java build of RSSBus Connect for Linux/Unix/Mac installations.

Poll Salesforce for new Accounts

First, configure your username, password, and security token in the Salesforce port Settings tab.

The Salesforce port has been configured with a default output template for Salesforce Accounts. This template has been configured to poll Salesforce for new Accounts that have been added to Salesforce within the past 24 hours. The application will generate a new XML file for each row in the database that is processed. If you open the template file, you can view the logic controlling the query, where the setting skipProcessedRows='true' prevents the application from pulling in data that has been previously retrieved and WHERE SystemModstamp >= 'YESTERDAY' limits the query to the most recent data.

You can click the run symbol next to an individual template to run that specific query, or click the run symbol in the Output Templates window to run all of them in succession. The port has already been configured to poll the Salesforce account on a scheduled interval, which can be seen in the Settings tab under the Automation Settings section.

Once the port has retrieved the data and generated an XML file, the result will be sent to the MAP_SF_to_QB port.

Map the Salesforce Account into a QuickBooks Customer

The mapping port MAP_SF_to_QB can be used to convert the XML file containing the Salesforce Account into an XML file with values and tags matching the template for a QuickBooks Customer. When the output file from the Salesforce port has been placed into the mapping port�s Send folder, clicking the Send button will process the file.

After converting the file to match the columns in the QuickBooks database, the XML file that is generated will be automatically sent to the QuickBooks port to await further processing.

Upsert the Customer in QuickBooks

Click the green QuickBooks Connect button to open an OAuth session with Quickbooks and configure the email or user ID and password fields on the QuickBooks website.

In your QuickBooks port, you can use new XML file found in your Send folder to either insert or update customer records in QuickBooks. In the upload template, you can specify a key to be used to determine whether the entry will be inserted or updated. RSSBus Connect will compare the value set as the key to the existing entries in your QuickBooks Online account.

RSSBus Connect first checks to see if there is any Customer record in QuickBooks where the Company Name matches the Account Name from Salesforce, as these columns are used to uniquely identify a Customer and Account. If there is already such a record, the application updates the record with the new data. If there is no matching record, the application instead inserts the record into QuickBooks.

Just like with the Salesforce port, this port has already been configured to automatically process new files added to the Send folder. You can view these options in the Settings tab under the Automation Settings section.

More Information & Next Steps

As you can see, with RSSBus Connect, it is possible to automate your cloud data accounts, integrating Salesforce data directly into QuickBooks Online. For more information on RSSBus Connect, visit our home page. Download your free, 30-day trial and start controlling your business document exchange today!

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