- Help Center
- Rules Engine Guide
- Common Rules
-
Connex for QuickBooks User Guide
- Connex for QuickBooks Product Overview
- Getting Started with Connex Desktop
- Connex Quickbooks Online
- Customers Matching
- Inventory Site
- Inventory Sync
- Orders
- Price Levels
- Products
- Purchase Orders
- Refunds
- Sales Tax
- Sales Orders
- Sync Orders from QuickBooks Desktop
- Unit of Measure
- Web Connector
- Multicurrency
-
Connex Inventory
-
Frequently Asked Questions
-
General Troubleshooting Guide
- Contact Support
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Login and Performance
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Missing Orders Troubleshooting
- Update Shipping Details Troubleshooting
- Upgrading QuickBooks
-
Integrations Help Guide
-
Rules Engine Guide
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:
- Login to Connex.
- On the left, click rules.
- Click add.
- Choose map field, based on condition.
- Enter an order number to test. When you choose a field to compare, you will get sample values.
- 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.
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.