Configure Multiple Mapping Configurations for QuickBooks Object (optional)

In some cases, it is necessary to configure slightly different mappings based on a specific field.

CRITICAL
The filters that will be set up must be mutually exclusive. If a record matches both filters, then either duplicates or an error will occur.

First, you will have to clone the Accord Sync Object Configuration custom metadata record for the QuickBooks object that you need to configure different mappings for.

1. From the Setup menu navigate to Home > Custom Code > Custom Metadata Types.
2. Click Manage Records for Accord Sync Object Configuration.
3. Select the record that you will clone.
4. Click Clone.
5. Update the Label and Accord Sync Object Configuration Name fields.
6. Click Save.

Set Up Filters

1. Navigate to Accord Admin > Mappings.
2. Select the Accord Sync Object you wish to set a filter for.
3. Navigate to Filter Setup at the bottom.
4. Select the QuickBooks field to filter on.
   • This field must be mapped to a Salesforce field and be dynamic to work properly.
5. Select the comparison operator
   • Supported operators are:
     • Equals: The value of the QuickBooks field matches what you enter.
     • Does Not Equal: The value of the QuickBooks field doesn’t match what you enter.
     • Contains: The value of the QuickBooks field contains the specified sequence of characters that you enter.
     • Does Not Contain: The value of the QuickBooks field doesn’t contain the specified sequence of characters that you enter.
     • In: The value of the QuickBooks field is within the list of values you enter which are comma delimited.
6. Enter the value that will be compared against the QuickBooks field.
7. Click Save

Repeat the above steps as many times as needed for your situation.

Since this method filters records during a sync, it will still require an HTTP callout to QBO to retrieve the record information before evaluating if the record matches the filter. During a bulk sync, all the records will still be queried and processed. If the record matches the filter, Accord will continue the sync otherwise it will stop and delete any Accord Record Status that was created.

An example of this would be Projects in QuickBooks. A Project in QuickBooks is shown as being separate from Customers, but it is still considered a Customer by the QBO API. In this example, the field we would use to differentiate these types within Accord to configure different mappings would be isProject.

Next Step
Run an Initial Sync