How does Connex match my existing QuickBooks Desktop customers?

Introduction

Connex has several customer matching settings, based on how your QuickBooks customer list is organized. 

Customer Matching

Here are the available matches:

Customer Matching Setting Notes Example
Last Name, First Name Puts last name, first name into QuickBooks. Smith, John
First Name Last Name Puts first name last name into QuickBooks John Smith
Single Customer 'Web Store' Adds all orders under a single customer called Web Store. See single name setting to change web store to something else. Web Store
Company Name First Name Last Name Adds order underneath the company. If none exists, it tries first name last name. Microsoft
Company Name Web Store Adds order underneath the company. If none exists, the system uses Web Store. Apple
Single Customer Amazon Web Store Id Adds orders underneath a parent called Amazon Web Store followed by the first 11 characters of the order.  Amazon Web Store: 12345-12345
Selling Channel Name If using ShipStation, ShipWorks, Shopify Multi Store, the system adds orders underneath the order's store. Amazon

Single Name Customer Setting

When you select a single name customer mode, Connex will assume that the single name is Web Store. You must tell our software to put all orders under a single customer. In this case, that customer is called ShipStation:

  1. Login to your Connex account.
  2. At the Connex Dashboard, click the Manage button in your Selling Channel.
  3. Expand the Customer Menu ->Matching.
  4. Select Single Customer 'Web Store'.
  5. Next, expand the Advanced Customer menu. Enter 'ShipStation' in the Single Name Customer box:
    advanced_customer_single_name_SS.PNG
  6. Click save and sync.

 

Can I match customers, if their company contains a phrase?

In this example, the order has a company name of ABC, Inc. We will map the order to ABC:

  1. Login to Connex.
  2. At the Connex Dashboard, click the Manage button in your Selling Channel.
  3. Expand the Customers Menu -> Matching.
  4. Choose company name as the match.
  5. Click submit.
  6. Go to the Connex rules engine.
  7. Add this rule.

How does Connex match companies?

Connex searches the QuickBooks Customer Name field for a match.  If there is no match, Connex adds the company to your customer list. 

If your customer is a large company (i.e. JMA) and you sell product to several people within that company, then choose Billing Customer Name (if supplied) Last Name, First Name: 

 

Billing_Company_Name__if_Supplied_.jpg

If you sell to individual customers, with different companies, then choose Last Name, First Name.  This is ideal if you have many different customers with many different companies.  

 

 

Customer_Match_LN__FN_1.jpg

Selling Channel Name

If you choose store name, here is an example:

store_name.png

 

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