QuickBooks to Oracle Sales Cloud
By David Byrd
Do you have a small business using Quickbooks? Are you looking to make your sales team more efficient? Are you considering the use Oracle Sales Cloud (Oracle CX) and other Oracle applications to improve the customer experience? Do you want your data moved automatically from Quickbooks to Oracle Applications and back when required, but you do not have a data integrator on staff? No problem.
If you answered yes to any of those questions, you should consider using the SFCG Stratus-lite QuickBooks Integration edition. This article will help you understand the abilities of our integration and how it can help you.
One of the first things that the integration does is build Accounts and/or Contacts off of the Customer object within QuickBooks. The integration gives some limited options to control how this integration loads. For example, the first configurable option is the select statement for the customer object in QuickBooks.
The Select Statement is very similar to standard SQL. We use the “*” option to choose all columns of the data to be reported back. This part of the Select Statement is not configurable. However, the next part which is the “where clause” is. The where clause is the place in the SQL-like code that allows you to choose what conditions that you are querying.
The second Configurable piece is in the second step, the set Properties Step.
This step allows you to configure two options. One of the options is the customer name. This is used in the Integration Reporting.
The second option that is configurable in this step Load Orphans option. We give a firm the option of choosing whether to load all contacts, or just contacts that have accounts.
The mappings for accounts and the mappings for Contacts consist of:
Lastly, this process has the ability to report the good and bad responses from each message. It will combine these reports into a message which is sent via email. It will have a pre-configured dynamic subject line so it will not be grouped like some email systems do. It can be configured to use all notifications to be sent by: dc-notifications@sfcg.com. Notice the “To” option is david.byrd@sfcg.com. This could be anyone, or even a list.
So that about wraps up this offering. If you need more data brought over, speak with us to discuss an additional project for our Integration Services team.
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