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
Related Links
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Generate Barcode using third-party API
Requirement Generate a barcode based on the provided IMEI (International Mobile Equipment Identity) number using a third-party API. Use Case A mobile store uses an order management application to manage their orders. The application has a form called ...Understand Connections
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version What Does This Page Cover? Learn about connections and their types that can be used to integrate your Creator application ...Manage Datasources
Datasource is used to manage a module from a third party service in Creator with the help of the connection created linking the said service. This enables you to access data housed in an external service and use it in your Zoho Creator applications. ...Hotel management
This app has been published in accordance with Marketplace review process. For pricing details, you can refer to this page. Category - Hospitality Vendor - Zoho Corporation Pricing - Free Overview Say goodbye to thick registry books and run your ...FAQs: Zoho Creator - Starter Guide
This page covers essential insights into Zoho Creator, a low-code platform offering support for multiple languages, shared responsibility models, and the unique Deluge coding language, providing comprehensive assistance for your business needs. What ...
New to Zoho LandingPage?
Zoho LandingPage Resources