Common Rules

Can I add a rule to map customers differently?

You can add a rule that maps the customer company, before it syncs.

How does it work?

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:

  1. Login to Connex.
  2. On the left, click rules.
  3. Click add.
  4. Choose map field, based on condition.
  5. Enter an order number to test. When you choose a field to compare, you will get sample values.
  6. Click next.
  7. As the action, choose map billing address company.
  8. Click next.
  9. Click add rule.
  10. Enter billing company, matches, ABC: 
  11. Click next.
  12. As the map to, enter ABC.
  13. You can preview the rule or just click next.
  14. Click save.

I use ShipStation. What do you recommend?

Use the field billing full name as the field to compare, instead of billing company. Log into Connex. Click settings > customers. Choose billing full name as the match. Connex will match the ShipStation name field to the QuickBooks display name as field.