Sync customers module of Quickbooks with Zoho Creator
Requirement
Use datasource
to sync customers module of Quickbooks with a Zoho Creator application.
Use Case
A logistics company maintain
s
their customer details and accounts in Quickbooks. They use a logistic management Zoho Creator application for bookings. On the
Booking
form, the existing customers maintained in the Quickbooks will be
listed as choices in a drop-down. When a new customer is added to the form, details are synced to the Quickbooks account.
The information submitted using this form will automatically be reflected in the connected Quickbooks account.
Steps to follow
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
Booking
|
Booking
|
Single Line
|
Docket No.
|
Docket_No
|
|
Dropdown
Options:
|
Select Customer Type
|
Select_Customer_Type
|
Note:
This usecase can be demonstrated using the above-mentioned fields. You can include as many fields as required.
2. Create a Quickbooks
connection
and name it as
QuickBooks_Connection
. Authorize the connection with the required Quickbooks account whose data you want to sync with the Zoho Creator
application
.
Note
: Make
sure that the connection access is enabled for
Logistics Management
application.
4. To fetch
the
customers list from Quickbooks, let's use
the
integration field. Edit the Logistics management application and add an
integration field
in the
Booking
form with the following details.
5. To push the new customer details to Quickbooks, create a Quickbooks based
integration form
with the following details.
6. Add the Quickbooks fields -
Display Name, First Name, Last Name, and Company Name
to the integration form.
7
. Next, let's script with Deluge to open the
Add Customer
integration form when the customer type is selected as "New Customer". So,
create a workflow
with the following details
:
7. Click
Add New Action
and a
dd the below Deluge script:
- // Open the integration form in a popup window if the "New Customer" customer type is selected.
- if ( input.Select_Customer_Type == "New Customer" )
- {
- openUrl( "#Form:Add_Customer", "popup window");
- }
See how it works
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