Rules Engine Best Practices

What is the rules engine purpose?

You can dynamically change field mapping, based on a scenario: if the SKU matches, if the payment method is PayPal, map all coupon codes to discount. There are several actions that you can map. For more details, login to Connex. Click rules on the left. Add a new rule and click next.

When do rules run?

The rules run before orders sync to QuickBooks, but after orders are synced from your website. If Connex was a sandwich, your website and QuickBooks are the two slices of bread. The rules are in between.

Can I chain rules together?

Yes, you can add an and statement with rules. You could say if the selling channel matches eBay and if the payment method equals PayPal.

How do I know if my rules worked?

On second to last step of the rules engine wizard, you can test rules. You can test with a certain connection using order numbers. You can choose the fields to show.

What are the best practices?

Here is a list:

  • Use an ends with or a starts with to remove part of a phrase. Many users upload thousands of rules, when this simple comparison would perform better.
  • Use our order previewer to test rules, before syncing. This can save time. Instead of deleting and resyncing orders, you can see how a rule will perform.
  • We allow a maximum of 5,000 rules per user. Having a large number of rules, especially SKU mapping, can cause a slower sync.
  • Try to chain rules with the AND statement, instead of running certain rules on certain connections. It is easier to see what rules will run.

Do you have a demo and slides?

Here are the slides and here is a demo:

Connex for QuickBooks Rules Engine from Joseph Anderson on Vimeo.

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