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Capping Opportunities Synced
Hi there, I noticed that we have a new customer sync, they are syncing all the opportunities that have ever been placed in our Quickbooks for that customer (10 years worth). Is there a way to cap the Sales Order synced to 2018 and 2019 only? Thank you, Nadia
Total votes: 63

Hi Nadia,

The sync from QuickBooks to Salesforce is based on the last modified date, if any Sales order/Customer is edited in QuickBooks, then the record will be synced to Salesforce.

The sync can be filtered by adding a condition in the DBSync query or in the validate row of the mappings.

Thanks.

Total votes: 65