Customers Matching

Do you support customer types?

You can use the Connex rules engine to map customer types, based on business logic. Customer type mapping is supported for QuickBooks Online and QuickBooks Desktop.

How do I find customer type in QuickBooks?

Customer type is located under the additional info tab. If you edit a customer, then you will see the field. Here is a screenshot from QuickBooks Desktop:

How do I map the Customer Type?

Example 1: Mapping all customers to one type

we will map the customer type to consumer for all new sales moving forward. Here's how to add a rule that maps a customer type:

  1. If you use QuickBooks Desktop, add a new rule. If you use QuickBooks Online, click here.
  2. Choose "Start from Scratch" and click "Next".
  3. Name your rule so that you can find it easily for future reference.
  4. For the Action field, choose "Map Customer Type".
  5. On the Conditions section, click "Edit".
  6. Since we want to filter all customer types that are not Consumer, and then change them to Consumer type, we will check the order to see if the Customer Type is NOT a Consumer, and then tell Connex "Take all these customer types, and map them all to Consumers instead".
  7. Enter Customer Type as the Field Connex will compare.
  8. Enter "Consumer" as the Map From Value.
  9. Enter Is Not as the Comparison. (Conjunction can remain the same)

  10. In the Map To, enter "Consumer".
  11. Click finish.

    Viola! All your other customer types will now be created as Consumer type from here on out.

 

Example 2: If Customer Type is "Customer", map to "Vendor" instead.

  1. Follow steps 1-5 above in example 1
  2. Since we want to check if the customer types is equal to "Customer", we will do that in the Conditions section, and map them over to "Vendor" in the next section.
  3. Enter Customer Type as the Field Connex will compare.
  4. Enter "Customer" as the Map From Value.
  5. Enter Equals as the Comparison. (Conjunction can remain the same)
  6. In the Map To, enter "Vendor".
  7. Click finish.