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QuickBooks Data Mapping

Data Mapping and Transformation is one of the powerful features of Connect iPaaS. When you create a workflow, certain data points of your Trigger application are available in the Action application for data mapping.

These Data Mapping can be mapped to the specific attributes of the Action application. This powerful capability not only allows field mapping but also the complex transformation using excel style functions with hundreds of formulas and operations.

Example Scenario with QuickBooks Trigger

In the example workflow, shown below, QuickBooks is the trigger application. You can access the following attributes of QuickBooks event in any of the action application while designing your workflow. In QuickBooks, attributes will depend on the entity you will choose.

Click here to see the complete list of entities and their attributes. For Example, Employee entity has the following attributes:

  • Display Name - Name of the employee.
  • Active - Whether employee is active or not.
  • Last Name - Last Name of the employee.
  • Company Name - Company Name of the employee.
  • ID - Employee id
  • City - City of the employee.
  • State - State of the employee

Data mapping and transformation on QuickBooks

Figure 1. Data mapping and transformations on QuickBooks

As shown in Figure 1 above, we are mapping parameters from QuickBooks "Get New Entity" trigger to the ServiceNow Action of creating a new record. We can create the record in ServiceNow based on data attributes of the QuickBooks trigger. In this example, we are constructing the Contact_Name of the record in employee table using First Nameand Last Name. Similarly, we are constructing the description using details of address from QuickBooks.