- Help Center
- Rules Engine Guide
- Rules Engine Mapping Order Data
Can I add a rule to map customers differently?
You can add a rule that maps the customer company, before it syncs. In this example, the order has a company called ABC. In QuickBooks, the customer is ABC, Inc.
How do I add the rule?
Here are the steps:
- Login to Connex.
- On the left, click rules.
- Click add.
- Choose map conditions for fields.
- Click next.
- As the action, choose map billing address company.
- Click next.
- Click add rule.
- Enter billing company, matches, ABC:
- Click next.
- As the map to, enter ABC.
- You can preview the rule or just click next.
- Click save.