Elementor #17903 – consult.interweave.biz

#	Property Name	Property Value	Entry Desciption	Property Value Explaination
1	Binding SF Custom Field with QB ListID/Custom Binding Mapping		For each Solution, we bind primary/secondary keys in each application to each other.	Sign-in to your Salesforce account, choose Setup at the top, select App Setup on the left, select Accounts, then Fields. Choose Account Name and copy/ past the API field name into Property Value. SF Accounts will now be bound to QB List ID.
2	Binding criteria (optional)	None	If you do not want to bind QB List ID with a SF Custom Field, other options are available to you via the pull-down menu.
		Name
		Name/Phone
		Name/Address(no street)
		Name/Phone/Address(no street)
		Name or Phone
		Name or Company Name
3	Binding SF Custom Field with QB Full/Normalized Name		If you do not want to bind QB List ID with a SF Custom Field or the Optional Binding criteria above, you may create/select your own field to bind with QB Full Name.
4	Normalize Names for binding	No
	Normalize Names for binding	Yes
5	SF Object to create/update QB Customer		If you are using a Customer Object instead of the Standard Account Object.
6	SF Field with QB Customer Name		You may create/select a custom SF Object that you want to sync with QB Customer Name.
7	SF Field with QB Company Name		You may create/select a custom SF Field that you want to sync with QB Customer Name.
8	Primary contact selected via	None	If you use the Primary Contact option in Salesforce, use may choose to reflect this in QB Customers with the following pull-down menu.	Establishing Primary Contacts in SF at the Account Level is an SF Data Structure decision. Contact your SF Data Administrator to discuss this option.
		Account/Contact Role
		Contact Level Custom Field
		Contact Lookup in Account
		Contact Lookup in Opportunity/Object/Object
		Other
9	Default Primary Role Name/Opportunity/Object/Object Primary Contact		?????????????????????????????
10	Synchronize Contact Mail Address and Account Billing Address	No	Select from pull-down menu if you wish to synchronize SF Contact Mail address with QB Account Billing Address (or Primary or All Contacts)	If you wish Contact Mail Address to be synchronized with Account Billing Address.
		For Primary Contact
		For All Contacts
11	Use Billing Address as Shipping	No		If you wish to reverse these fields.
	Use Billing Address as Shipping	Yes
12	Use Shipping Address as Billing	No		If you wish to reverse these fields.
	Use Shipping Address as Billing	Yes
13	Propagate SF Hierarchy to QB Customer/Job Hierarchy	No	Select from pull-down menu if you wish to propagate the SF Hierarchy to the QB Customer (Jobs are required/included) Hierarchy.	SF Hierarchy in SF at the Account Level is an SF Data Structure decision. Contact your SF Data Administrator to discuss this option. The corollary to SF Hierarchy is QB Customer/Jobs Hierarchy.
		Yes
		Yes, using Custom Object
14	Hierarchy Level to create QB Job		Number of Hierarchy levels you’re looking to create in QB
15	SF Object Name to create QB Job/Address		SF Custom Object corollary to QB Job
16	SF field for Customer Terms		You may create/select a custom SF Field that you want to sync with QB Customer Terms.	SF Custom fields are fields that you can define and then integrate with a QB selected field. Take care to understand the formatting of the newly created SF Custom field matches the selected QB field.
17	SF field for Customer Type		You may create/select a custom SF Field that you want to sync with QB Customer Type.	SF Custom fields are fields that you can define and then integrate with a QB selected field. Take care to understand the formatting of the newly created SF Custom field matches the selected QB field.
18	SF field for Customer Tax Code
19	SF field for Customer Tax Item/Taxable
20	SF Account Custom field for Total Balance		You may create/select a custom SF Field that you want to sync with QB Total Balance.
21	SF Contact Custom field for Middle Name		You may create/select a custom SF Field that you want to sync with QB Middle Name.
22	Permitted sync operations from SF Account/Contacts to QB Customers	None	Select from pull-down menu synchronization options from SF Accounts to QB Customers.	Depending if you’re initializing either SF or QB, or just one of them is new – you may decide on these functions. Ex. If QB Customers are already there, and you don’t want them over-ridden by SF Accounts, you would select “Update Only”.
		Create and Update
		Create Only Update Only
23	Create new QB Customer when	SF Account created	Select from pull-down menu to create new QB Customer at the Account or Opportunity level. If you select a SF custom field, you need to create it in either SF Accounts or SF Opportunities
		SF Opportunity/Object is in certain stage
		SF Account Custom field has certain value
		SF Opportunity/Object Custom field has certain value
		SF Opportunity/Object is Won
		SF Account and Opportunity/Object created
		Other
24	SF Opportunity/Object Stage to create new QB Customer		SF Custom field Opportunity Stage created/required to synchronize with the selection of “Create new QB Customer when”.	The defined stage to create a new customer in QB. ex. “Closed Won”.
25	SF Custom Field Name to create new QB Customer		SF Custom field Name created/required to synchronize with the selection of “Create new QB Customer when”.	If you selected the above “SF Opportunity Stage to create new QB Customer” you would not use this field.
26	SF Custom Field Value to create new QB Customer		SF Custom field Value created/required to synchronize with the selection of “Create new QB Customer when”.	If you selected the above “SF Opportunity Stage to create new QB Customer” you would not use this field.
27	Merge new SF Accounts with existing QB Customers	Do not merge	Select from pull-down menu to merge new SF Accounts with existing QB Customers based on the following selections at the Account level.	The Merge feature allows you merge existing SF Accounts with existing QB Customers that are selected on the parameters.
		Name/Phone/Address(no street)
		Name/Phone
		Name/Address(no street)
		Name
		Other
28	Fill QB Customer Billing Street Address with	Do not fill	Select from pull-down menu to fill QB Customers Billing Street Address with selections at the Account level.	SF Account format selection to populate QB Customer Billing Address.
		As SF Account
		Name/Address
		First Name+Last Name/Name/Address
		First Name+Last Name/Address
		Other
29	Fill QB Customer Shipping Street Address with	Do not fill	Select from pull-down menu to fill QB Customers Shipping Street Address with selections at the Account level.	SF Account format selection to populate QB Customer Shipping Address.
		As SF Account
		Name/Address
		First Name+Last Name/Name/Address
		First Name+Last Name/Address
		Other
30	Permitted sync operations from QB Customers to SF Account/Contacts	None	Select from pull-down menu the synchronization operation you want performed from QB Customers to SF Accounts.	The opposite the SF to QB sync above. Depending if you’re initializing either SF or QB, or just one of them is new – you may decide on these functions. Ex. If SF Accounts are already there, and you don’t want them over-ridden by QB Customers, you would select “Update Only”.
		Create and Update
		Create Only
		Update Only
31	Create/Update SF Account when	QB Customer created/modified	Select from pull-down menu the operation you want performed to create/update the SF Account when.
		QB Customer field has certain value
		Other
32	QB Field Name to create/update SF Account		If QB “Customer Field has certain value” was selected above, enter the QB Field Name.	Format is:
33	QB Field Value to create/update SF Account		If QB “Customer Field has certain value” was selected above, enter the QB Field Value.	Format is:
34	Merge new QB Customers with existing SF Accounts	Do not merge	Select from pull-down menu the operation you want performed to Merge new QB Customers with existing SF Accounts.	The Merge feature allows you merge existing QB Customers with existing SF Accounts that are selected on the parameters.
		Name/Phone/Address(no street)
		Name/Phone
		Name/Address(no street)
		Name
		Other
35	Create/Update SF Contact Records	No	Create a Salesforce Contact Record.
	Create/Update SF Contact Records	Yes
36	Create/Update Alt. Contact as SF Contact Record	No
	Create/Update Alt. Contact as SF Contact Record	Yes
37	Fill SF Account Billing Street Address with	Do not fill
		As QB Customer
		Name/Address
		First Name+Last Name/Name/Address
		First Name+Last Name/Address
		Other
38	Fill SF Account Shipping Street Address with	Do not fill
		As QB Customer
		Name/Address
		First Name+Last Name/Name/Address
		First Name+Last Name/Address
		Other
39	Ignore QB Jobs	No
	Ignore QB Jobs	Yes
40	Provide to SF Financial Information Only	No
	Provide to SF Financial Information Only	Yes
42	Synchronize QB Account Number to SF	No
	Synchronize QB Account Number to SF	Yes
42	30/60/90 terms support required	No	Select from pull-down menu the operation you want performed – rolling totals of AR outstanding for 30/60/90.	See SF custom fields required to support this configuration – there are 3 of them.
		Yes
		Yes (Extended)
		Yes (15 days)
		Yes (Invoice Date)
		Yes (Extended, Invoice Date)
		Yes (15 days, Invoice Date)
43	Use QB Full Name to merge	No	Select from pull-down menu the operation you want to use the QB Full Name to merge.
	Use QB Full Name to merge	Yes
44	SF Account Owner to QB Sales Rep mapping required	No	Select from pull-down menu the operation you want performed map QB Sales Rep structure to SF Account Owner.
		Yes
		Yes (using Customer Type)
		Yes (using Custom Field)
45	SF Account/Contact to QB Customer custom mapping 1		Customer mapping field entries for any to any mapping – delineate groups with a semi-colon.	Format is:
46	SF Account/Contact to QB Customer custom mapping 2 (more mappings)		Customer mapping field entries for any to any mapping – delineate groups with a semi-colon	Format is: up to 10 additional fields may be mapped here.
47	Credit Card Info Synchronization required	No	Select from pull-down menu the operation you want performed to synchronize SF CC information with QB CC information.
		Yes
		Short
48	Primary Contact Synchronization to Customer Contact Area required	No	Select from pull-down menu the operation you want performed to synchronize SF Account Primary Contact to QB Customer Contact.	If you have selected the “Primary Contacts” above, you can additionally choose synchronization with QB Customer Contacts.
		Yes

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