Introduction
This document will describe the supported workflows for Assignar's Quickbooks Online Integration. In this document you will learn about how data is synced, how fields are mapped for each workflow and the available configuration options for each workflow.
Data Syncing
Once set up the Assignar - Quickbooks Online Integration will sync as described below. In addition to the automatic time based data syncs, users can manually initiate a sync between these intervals which will result in data being moved across the systems sooner.
- Automatic Syncs - Will Take Place 3 Times Per Day, Monday - Friday at approximately 6:00 AM, 12:00 PM and 6:00 PM Local Time. Local time is determined during the setup process.
- Manual Syncs - By pushing the Sync Now option, the Sync job will enter the queue, this job will start in 1 hour or less.
- Timesheet Syncs - Timesheet workflow runs on a less frequent schedule to support payroll, syncing once per day after 1:00 AM Local Time. This can be synced manually as needed and will follow the rules described above.
Workflows
QBO Employees → Assignar Fieldworkers
Field Mapping
QBO (Employees) |
Assignar (Fieldworkers) |
|---|---|
|
Employee ID |
External ID |
|
Primary Email Address |
Username |
|
Primary Email Address |
|
|
GUID |
Integration_ID |
|
-- |
User Type (Fieldworker) |
|
-- |
Employment Type (Full Time) |
|
Employee Contact - First Name |
First Name |
|
Employee Contact - Last Name |
Last Name |
QBO Customers → Assignar Clients
Field Mapping
QBO (Customers) |
Assignar (Clients) |
|---|---|
|
ID |
External ID |
|
Status |
IsActive/Active |
|
Customer Display Name |
Client Name |
|
Primary Email Address |
|
|
Primary Phone |
Office Phone |
|
Billing Address |
Address |
|
GUID |
Integration_ID |
Assignar Timesheets → QBO Time Activities
Field Mapping
Assignar (Timesheets) |
QBO (Time Activities) |
|---|---|
|
Date |
Date |
|
Employee |
Name |
|
Rate (Taken from QBO Employee Record) |
Cost Rate Per Hour |
|
Client |
Customer/Project |
|
Time Worked |
Time |
|
“Synced from Assignar on [Date Time]. Details: [Client] – [Project] - [Order] - [Activity]" |
Description |