Job Scheduler
The job scheduler automates the same syncing processes that are triggered by the "Sync to QBO" buttons.
Job Scheduler
Create the Job Scheduler record as defined below.
Name | Default |
---|---|
Frequency | Hourly |
Run Time | 30:00 = 30 minutes (Job will run hourly on every 30, ex: 3:30, 4:30, ...) |
Apex Job Id | system field. The Job Scheduler uses Salesforce Apex jobs to schedule the integration jobs - the system will fill in this value after you begin the schedule. |
Automatically Purge History | True |
Job Items
Job Items control integration priority.
GoldFinch Accounts should be sync'd first to ensure new accounts are included. This is followed by syncing sales and purchase invoices.
Create six job items - one for each mapping.
Name | Customer (Outbound) | Sales Invoice (Outbound) | Purchase Invoice (Outbound) | Vendor (Outbound) | Sales Credit Memo (Outbound) | Purchase Credit Memo (Outbound) |
---|---|---|---|---|---|---|
Job Scheduler | Default | Default | Default | Default | Default | Default |
Mapping | Customer (Outbound) | Sales Invoice (Outbound) | Purchase Invoice (Outbound) | Vendor (Outbound) | Sales Credit Memo (Outbound) | Purchase Credit Memo (Outbound) |
Execution Order | 10 | 20 | 30 | 15 | 25 | 35 |
Job Items Execution Details:
Field Name | Explanations |
---|---|
Last Execution Date | |
Last Execution Status | |
Last Execution Message | In the event of synchronization error, captures error message |
Schedule (Start the Job)
Click "Schedule" button on the Job Scheduler detail page.
Then click "Schedule" to start the job or "Abort" to stop the job.
The Job Status tab provides useful run time and schedule information.