Rules Engine Mapping Customer Data
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Can I map a custom field to the QuickBooks customer name field?

Use an account number to map to QuickBooks

Customer names and emails change over time. In this example, we will map a custom field containing an account number to the QuickBooks customer name field.

Make custom field and enter a value

In this example, we will use ShipStation. In CustomField1, enter 12345:

Change customer mapping

Change your mapping to selling channel name:

  1. Login to Connex.
  2. Click manage.
  3. Click customers.
  4. In customer match, select selling channel name.
  5. Click save.

Add rule to map the custom field to selling channel name

Next, map the field:

  1. Click rules > my rules on the left.
  2. Click add new rule.
  3. Click next.
  4. In the action field, enter map selling channel name.
  5. In comparisons, enter these values: OrderCustomField, Map All, CustomField1.
  6. Click next.
  7. Leave map to blank.
  8. Finish the wizard.

End result

Here is how the sale appears in QuickBooks: