Users with the Business or Pro subscription have the ability to map both custom Salesforce and custom QuickBooks fields. Below provides a quick overview of how to map these fields for both steps.
Mapping Custom Salesforce Fields:
Mapping custom Salesforce fields works the same way as mapping standard fields. When you link up Salesforce with Autofy, the full field list, standard and custom fields, will pull in for your Salesforce objects. You will be able to locate and map your custom fields just like you would the standard fields.
In the example below, the "Tracking Number" field is a custom field on the Salesforce Opportunity. You can see this field can be selected and mapped as normal.
Note: If a field you are trying to map to is grayed out within your Salesforce field list, you do not have the appropriate subscription level to map with custom fields. You will need to upgrade your subscription to the Business or Premium subscription.
Mapping Custom QuickBooks Fields:
Mapping custom QuickBooks fields is slightly different because the field will not automatically populate in your field list. Instead, you will need to add the field to your list and then you can add in the necessary field mapping by following the steps below.
1. Open up the field mapper and click New Field.
2. In your QuickBooks Field list you will see a button at the bottom called "Add Custom Field".
3. Click the Add Custom Field link and in the text box enter the exact name of your custom field in QuickBooks. Then click OK.
4. After clicking OK, you will now see a new category in your QuickBooks field list titled Custom Fields. Click on this field list to locate the custom field you just entered. You will then be able to select this field as part of the normal field mapping process.
Have more questions on how to map custom fields? Let us know at firstname.lastname@example.org.