How do I import a spreadsheet of transactions?

Introduction

Connex for QuickBooks Desktop and Connex for QuickBooks Online allow you to upload a spreadsheet, map fields to QuickBooks, and sync sales. Connex can import any missing customers and products.

What are the advantages of using a spreadsheet?

Here are some advantages:

  • Some ordering solutions only allow to pull one order at a time. Spreadsheets have all the necessary information. It is quick and easy to sync large amounts of data.
  • You can add a custom ordering solution without having to write code. It is time and cost effective to integrate spreadsheets.

Do you have an example spreadsheet?

In this tutorial, we will use this spreadsheet.

How do I implement this solution?

Here are the steps:

  1. Login to Connex for QuickBooks.
  2. On the Connex dashboard, click add connection.
  3. In the installation wizard, choose spreadsheet as the connection.
  4. Finish the settings install wizard.
  5. Next, map fields. You can choose a template or start from scratch. In this example, we will start from scratch: map_fields.png
  6. Map the fields as this spreadsheet describes. Here is a screenshot of our field mapping page:mceclip2.png
  7. On the left, click dashboard.
  8. Next to your spreadsheet connection, click manual sync: man.png
  9. Upload the sheet.
  10. Follow the on-screen instructions.

Can I add multiple connections?

Yes, you can add multiple connections that allows for different settings. One spreadsheet might use a price list, while another uses regular pricing. At the Connex dashboard page, click add new connection. Change the connection name as http://www.spreadsheet2.com. Each different connection has its own settings.

How do I group multiple lines into a single order?

Add a column called order number. If the order numbers are identical, Connex will merge the lines into a single order. During the mapping process, map the order number field.

I already mapped my fields. How do I upload my spreadsheet to sync orders?

Here are the steps:

  1. Login to Connex.
  2. On the dashboard, click manual sync next to your spreadsheet connection.
  3. Upload your spreadsheet.
  4. Follow the on-screen instructions.

Do you offer field mapping templates?

Yes, we offer these templates:

  • Amazon
  • Bigcommerce
  • Default template
  • ShipStation

With these templates, Connex will map all the fields from the spreadsheet. Before syncing, you can make an adjustment to your mappings. For other templates, please contact us.

I use QuickBooks Desktop. I uploaded a spreadsheet of orders accidentally. How do I clear the queue of orders?

Connex will upload your transactions to our database. If you wish to clear the list, follow these steps:

  1. Login to Connex.
  2. Click mange.
  3. Expand orders.
  4. Expand pending orders.
  5. Click the delete button.
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