How does Connex match my existing QuickBooks 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
Store Name If using ShipStation, ShipWorks, Shopify Multi Store, the system adds orders underneath the order's store. Amazon
Parent: Company Name SingleName Adds all company beneath a single customer called web store. Web Store:ABC Company
Customer ID

Each customer in your store has a field called ID, which is unique per customer. The ID is usually an integer. We map to the customer name and no account number at this time.

1, 2, etc.

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?

Our system matches the billing address company to the QuickBooks customer name field. We do not match the QuickBooks company field. Here is a screenshot of the QuickBooks customer name field:

customer_name.jpg

Billing_Address_on_the_order.png

Store Name

If you choose store name, here is an example:

store_name.png

Does Connex support parent customers?

  1. Login to Connex.
  2. Click manage.
  3. Expand customers.
  4. Expand advanced customer.
  5. From the parent drop down, choose an option from the dropdown:

Screen_Shot_2019-07-31_at_9.29.27_AM.png

 

Screen_Shot_2019-07-31_at_8.32.29_AM.png

 

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