Sync customers module of Quickbooks with Zoho Creator

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    

1. Create a form with the following details:
Form
Form Link Name
Field Type
Field Name
Field Link Name
 
Booking
 
Booking
Single Line
Docket No.
Docket_No
Dropdown
 
Options:
  • New Customer
  • Existing Customer
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.
 
3. Create a datasource  for Quickbooks with the following details:
 
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:
  1. // Open the integration form in a popup window if the "New Customer" customer type is selected.
  2. if ( input.Select_Customer_Type == "New Customer" ) 
  3. {
  4.  openUrl( "#Form:Add_Customer", "popup window");
  5. }

See how it works