Zoey

How do I pair Zoey?

You must create an API user name password. Here are the steps:

  1. Login to your Zoey website.
  2. On the left, hover over advanced.
  3. Click API configuration: 
  4. To the right of API users, click manage.
  5. On the top right, click add new user.
  6. Complete the form. In the API key field, enter a password for the user.
  7. On the left, click user role.
  8. Assign the user to admin.
  9. On the top right, click save user.
  10. On the Cloud Cart my connections page, choose Zoey.
  11. Enter the user name and API key from Zoey. DO NOT ENTER THE EMAIL.
  12. Enter your website URL.

PO Numbers

Our system maps the PO number to a custom field called PO Number. See this KB for set-up.

Reward Points

Out of box, Zoey has no reward points. Some third party plugins are available to support it. Out of box, Cloud Cart supports these plugins:

If your plugin is missing, please contact us. We will reach out about making it compatible.

How do I map customer groups to classes?

Log into our software. Hover over the gear and click rules engine. Click advanced rules engine. Click add new rule. Add these rules.

Can Connex add tracking numbers from QuickBooks to Zoey?

Yes, you can ship orders in QuickBooks and send them to Zoey. Here is an example shipment in Zoey that Connex created. You need to enable sync shipping details from QuickBooks. For info, read this guide.

Can I sync invoices from Zoey to QuickBooks?

Yes, here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand the first area.
  4. In the order status field, enter invoice-module.

Can I sync payments from QuickBooks to Zoey?

You should use Zoey to collect payments for unpaid sales. You can sync orders first and payments, when they are paid.

  1. In Zoey, mark the order's payment method as purchase order. The customer can pay the order online.
  2. Login to Connex.
  3. Click manage.
  4. Expand the first area.
  5. In the order status field, enter processing and completed as the order status. When the order reaches processing, our tool will sync an unpaid sale. When the order reaches complete, only the payment will sync.

If I only invoice part of a QuickBooks sale, what happens to Zoey?

Connex will check if the Zoey order items exist on the QuickBooks sale. If they exist, then our tool will sync them to a Zoey invoice.

Do you support mapping customer groups?

Yes, we can map customer groups. In the QuickBooks customer record, there is a field called customer type:

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In Zoey, there is a field called customer group code. If the customer group code matches a QuickBooks customer type, such as consumer in this case, then our tool will map the fields.

Can I create an order in Zoey, create an invoice in QuickBooks, and mark a Zoey order as invoiced?

Our software assumes that the QuickBooks order number matches the Zoey order number. If not, please contact us and we will map the field. Here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand sync orders from QuickBooks.
  4. Check the first box to enable the sync.
  5. Under class orders should have, enter solution name.
  6. Under types of orders, select invoices: types.png
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