How do I map custom fields from QuickBooks to my shipping solution?

Introduction

In this example, we will map custom fields from QuickBooks to ShipStation's custom field 1.

Where are custom fields in QuickBooks located?

Custom fields are located below the ship via and to the right of the shipping address. Custom fields vary. In this QuickBooks, there is a custom field called PO:

custom_po.jpg

Our software will hold this custom field in a list of custom fields, which are mapped to no area. You must instruct Connex to map fields from this list to ShipStation:

  1. Go to the Connex rules engine.
  2. Click action and add new rule.
  3. Add this rule: rule_ss.jpg

The map from is the QuickBooks custom field and the map to is the ShipStation custom field.

How do I say if a custom field contains a phrase, then map to another value

Please view the following example of mapping to another value, in this case credit card term mapping.

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