Field syncing

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votes
Raj Kumar posted this 19 August 2019

Hi, 

 

I am integrating freshbooks and salesforce using skyvia,  I am using two fields vatname and vat number of freshbook to link with two fields of freshbook. skyvia is showing that it has pushed values to freshbook however they are not received in skyvia and neither skyvia is able to get these values. What might be the issue for this??

For clearity you can check step 3 and step 4 in skyvia.

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Mariia Zaharova posted this 5 weeks ago

Hello Raj!

 

Thank you for contacting our Skyvia Team!

 

Are you talking about package 76062 "Upsert Invoice__c step 4"?

If yes, this package is not properly configured. This package is confgured to perform UPSERT here. Salesforce offers native support for UPSERT and performs UPSERT by an External ID field. If you do not want to use native External ID support, you can use UPSERT by using primary key. In this case, please note the following information:

If ID is set, package performs UPDATE even if ID is incorrect. If there is a NULL value instead of the ID, package performs INSERT and ID is generated automatically. I.e. if there is no such value in the source table or if it is a lookup that returns NULL, the INSERT operation will be performed. 

In your case, you are using simple Column mapping, such as ["target": "Id","source":"Street2"] or ["target": "Id","source": "Freshbook_Invoice_ID__c"]. With such mapping, in most cases Skyvia will perform UPDATE or produce an error.

If you do not have ID values in your source table or file, you can perform UPSERT even without knowing the ID values. For this, you can use Lookup Mapping for ID/PK columns and get the IDs or PK values from the target object itself by some other field that uniquely identifies a record. To use the Lookup mapping, you need to have a column (or a set of columns) that uniquely identifies a record, other than the primary key. 

For example, in your case this could be:

 

This Lookup will try to find and return Id of the record in the target Salesforce object where Freshbooks source Id field equals to Salesforce target Freshbooks_Invoice_ID__c field. If such Id is found and returned, Skyvia will perform UPDATE. If such Id if not found, Lookup will return null and Skyvia will perform INSERT.

 

All of these comments apply to all the of your packages with UPSERT.

 

Best regards, 

Mariia

0
votes
Raj Kumar posted this 5 weeks ago

Hi Mariia, 

The issue is that I am sending value to freshbook in step 2, and success files shows that value are synced, however when I m trying to get the values from freshbook then it is not fetching the values. 

I m good with every other prospect, I don't want to set those values as null. 

Thanks 
Raj 

0
votes
Mariia Zaharova posted this 5 weeks ago

Hello Raj!

 

I m good with every other prospect, I don't want to set those values as null. 

Actually, without "Set null when no match found" option UPSERT will not work as expected. This options is required:

https://skyvia.com/resources/docs/performing_upsert_operation.htm

https://skyvia.com/resources/docs/lookup_mapping.htm

 

At the moment, you are using simple column mapping for target Salesforce Id field in the package #76007 (Step 2):

["target": "Id","source": "VatName"] 

 

Salesforce Id field cannot be assigned with the Freshdesk values. When inserting new records to Salesforce, values for Id fields are assigned automatically on Salesforce side. 

Every record in Salesforce is marked by a unique identifier, or an ID. The most important thing to note here is that Salesforce IDs are always alphanumeric, that is it is a combination of numbers and characters. 

Example: 

 

In order to perform UPSERT you need to provide either AccountId value (Salesforce value, not Freshdesk one) for updating records or NULL value for inserting new record. That's why it is recommended to use Lookup mapping in order to check whether record exists or not and whether to perform update or insert.

If you want to send Freshdesk VatName values to Salesforce, you should use some other field to store them instead of Id field.

 

Best regards, 

Mariia

0
votes
Raj Kumar posted this 5 weeks ago

Hi Mariia, 

Can we setup a call for tommorow with screen sharing so I can understand every point and get this sorted. I am available at 70 Am - 10:00 Am Est.

Thanks 
Raj

0
votes
Mariia Zaharova posted this 4 weeks ago

Hello Raj!

Skyvia support service does not provide support by phone currently. We provide technical support for all Skyvia users by e-mail, in the online-chat and at Skyvia Support Portal.

You can send us details of your desired scenario, specify what exactly you want to achieve, what exactly is unclear, and we will review all this information and provide you with the most suitable information and solution.

 

Best regards, 

Mariia

0
votes
Raj Kumar posted this 4 weeks ago

Hello Mariia,

 

We are not satisified with the provided answer. 

To clarify:

  • In Step 3
    • BAD: The Account ID in Salesforce is passed to the VATName  in Freshbooks
      • In Success File, Skyvia states that VATName has been set in Freshbooks, but when we view the record in Freshbooks, the VATName is empty
      • This is occuring on an Intermittent basis, i.e. sometimes it works fine and sometimes it does not
    • GOOD: The Quote ID is Salesforce is passed to Organization field in Freshbooks
      • In Success File, Skyvia states that Organization has been set in Freshbooks, AND when we view the record in Freshbooks, the Organization is populated
    • BAD: The Opportunity ID in Salesforce is passed to VATNumber in Freshbooks
      • In Success File, Skyvia states that VATNumber has been in Freshbooks, but when we view the record in Freshbooks, the VATNumber is empty
      • This is occuring on an Intermittent basis, i.e. sometimes it works fine and sometimes it does not
  • In Step 4
    • BAD: When we query Freshbooks for VATNAME, Skyvia does NOT fetch the value that was populated in Step 3
      • Even more troublesome is that this is INTERMITTENT, sometimes working, sometimes not working
    • GOOD: When we query Freshbooks for Organization, Skyvia DOES fetch the value that was populated in Step 3
    • BAD: When we query VATNumber, Skyvia does NOT fetch the value that was populated in Step 3
      •  Even more troublesome is that this is INTERMITTENT, sometimes working, sometimes not working

We need to understand why it is working intermittently. Is this because we are using a free version? We were going to upgrade to a paid version of Skyvia, but if we can NOT get this resolved, we are going to use a different integration tool.

Please escalate this case as this is keeping a project from going live.

Also please contact me directly to discuss next steps.

Thank you,

David Emr

Project Manager for Esquire

610-639-8359

david.emr@rithom.com

 

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