Common Rules

How do I exclude orders from syncing toQuickBooks, using the rules engine?

If you sync sales when they reach a status, you sync by the date they were modified. You can say do not import older sales.

In this example, we will exclude sales whose date is prior to 1/1/2022:

  1. Log into Connex.
  2. Click rules > my rules on the left.
  3. Click add new rule.
  4. Choose map field, based on condition.
  5. As the action, enter Exclude orders from syncing to eCommerce.
  6. In the rules field, enter these values: order date, less than, 1/1/2022.
  7. Leave the last field blank.
  8. Click submit.