Salesforce

MRPeasy can be integrated with Salesforce via Zapier.

Sales can be imported from Salesforce to MRPeasy as a customer order.

Integration between Salesforce and MRPeasy

1. Set up the trigger

  1. Choose the Salesforce app and select the event Updated Record.
  2. Select your Salesforce account.
  3. Select the object: Order.
Find order in Salesforce

2. Filter orders (optionally)

To import active orders only, configure this step:

  1. Choose the app Filter by Zapier.
  2. Only continue if Status exactly matches Activated.
Filter orders

3. Get the list of products

  1. Choose the app Salesforce and select the action Find Record(s).
  2. Select your Salesforce account.
  3. Enter the input data:
    Salesforce Object: Order Product
    Search Results: Return all matching record(s)
    Field to Search By: Order ID
    Search value: Object ID
Get list of products in the order

4. Load product details

  1. Choose the app Salesforce and select the action Find Record(s).
  2. Select your Salesforce account.
  3. Enter the input data:
    Salesforce Object: Product
    Search Results: Return all matching record(s)
    Field to Search By: Product ID
    Search value: Records Product 2 ID
Load product details

5. Load customer details

  1. Choose the app Salesforce and select the action Find Record.
  2. Select your Salesforce account.
  3. Enter the input data:
    Salesforce Object: Account
    Field to Search By: Account ID
    Search value: Account ID
Load customer details

6. Create a customer order

  1. Choose the app MRPeasy and select the action Create Customer Order.
  2. Select your MRPeasy account.
  3. Enter the input data:
    Reference: Order Number
    Customer Name: if you want to import customer details, use Name. If you want to import orders anonymously, please enter any text (e.g., Salesforce customer).
    Shipping - Company: Name
    Shipping - Street Line 1: Shipping Address Street
    Shipping - City: Shipping Address City
    Shipping - State: Shipping Address State
    Shipping - Postal Code: Shipping Address Postal Code
    Shipping - Country Code: Shipping Address Country
    Lines - SKU: Records Product Code
    Lines - Quantity: Records Quantity
    Lines - Total Price: Records Total Price
Create a customer order in MRPeasy

Update a customer order

Set up another ZAP using the "Update Customer Order" action instead of "Create Customer Order". In both ZAPs, be sure to pass the same order number in the "Customer Order Number" field (not "Reference") to update the correct order.

We use cookies to enhance your experience on our website. If you continue using this website, we assume that you agree with these. Agree Learn more Ok