Can I add a rule to map customers differently?

Introduction

You can add a rule that maps the customer company, before it syncs. In this example, the order has a company called ABC. In QuickBooks, the customer is ABC, Inc.

How do I add the rule?

Here are the steps:

  1. Login to Connex.
  2. On the left, click rules.
  3. Click add.
  4. Choose map conditions for fields.
  5. Click next.
  6. As the action, choose map billing address company.
  7. Click next.
  8. Click add rule.
  9. Enter billing company, matches, ABC: edit_company.png
  10. Click next.
  11. As the map to, enter ABC.
  12. You can preview the rule or just click next.
  13. Click save.
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