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DR Utilities – Date Range Utilities from QuickBooks to Salesforce

These settings would pick up Items from 01/01/2021 to 05/31/2021 (Put in next day to make sure we cover all of today).

The DR/DRS utility is used when you need to run a batch of a specific object. DR utilities are single run utilities that used for a small date intervals (couple of days top). DRS utilities are used to bulk load any amount of records. Parameters for both types are:

  • StartDate or StartDateTime – beginning of the interval (exclusive)
  • EndDate or EndDateTime – end of the interval (inclusive)
  • Return String (optional) – has to be ignored
  • Besides, DRS flows have additional parameter
  • BatchSize – number of records for one batch load
  • Recommended Batch Sizes may vary from 4 to 50 depending on record size
  • Also DRS flows must start with a value 0 in a Counter Column

For example to load invoices from 1/1/2021 to 5/31/2021 you can use QBInvoices2SFAcctOppDRS with

  • Batch Size 8
  • Start Date format of 2020-01-01 00:00:00
  • End Date format of 2020-05-31 00:00:00

These settings would pick up Items from 01/01/2021 to 05/31/2021 (Put in next day to make sure we cover all of today).

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