WeDid: Salesforce and QuickBooks
Challenges
The customer has a large volume of invoices to be generated each day. This was being handled manually and required an automated solution to free up staff and ensure invoices were generated quickly. The customer’s business process, which involved end-user customers and distributors required a custom integration flow, so they required a flexible solution that could be modified to meet their needs.
Solution:
| Purpose | Automate invoice creation from Salesforce Opportunities. Automate Product – Item synchronisation between Salesforce and Quickbooks. |
| Applications | Salesforce CRM Quickbooks |
| Versions | Quickbooks AU version Enterprise 2010/11 |
| Tool | Boomi Atmosphere Quickbooks Connector Salesforce Connector |
| Information | Salesforce Partner/Distributor > Quickbooks Company Quickbooks Items > Salesforce Products Salesforce Opportunity > Quickbooks InvoiceThis project included additional validation rules implemented in Salesforce to ensure data integrity. |
| Data Formats | XML |
| Volumes | ~ 300 daily |
| Process | When an Opportunity is in the “Closed Won” stage in Salesforce, an order or invoice is automatically created in QuickBooks against the Opportunity Distributor. Items in QuickBooks are created and updated as Products in Salesforce. |
| Schedule | Several times/day |
| Complexity | Simple |