Customer Matching

For QuickBooks Online, can I match customers by email address?

Connex for QuickBooks Online can match customers by email

What fields does Connex search?

Connex  can only search one field at a time. By default, Connex searches the display name as field. If you chose billing address email, Connex searches the QuickBooks customer email address. If you need to search another field, please contact us.

If an order has multiple email addresses, how does Connex match?

If an order's email was joe@example.com,john@example.com, Connex would match customers whose email was joe@example.com or john@example.com. We split the emails by the comma. 

If I select customer email, how does Connex create new customers?

Connex will map the display name as field using first name last name. Here is an example: