Common Rules

How do I map Divisions From Connex to QuickBooks Online?

You can use our Rules Engine to dynamically map Divisions in QuickBooks based on your order criteria

Scenario One: Mapping ALL orders to a single Division

  1. Head to our Rules Engine, and click "Map field, based on a condition" and advance.
  2. Choose the action "Map Order Department"
  3. Click the "Add" button on Step 3
  4. Follow the formatting below. In this case, this will allow the rule to always run
  5. On the last step ("What should the value be?") enter the Division you wish to map all orders to and then click Submit

Scenario Two: Mapping specific orders from a Selling Channel to a specific Division

This scenario would be if you want orders from a specific source, location, or selling channel to end up with their respective division in QuickBooks Online.

  1. Head to our Rules Engine, and click "Map field, based on a condition" and advance.
  2. Choose the action "Map Order Department"
  3. Click the "Add" button on Step 3
  4. Follow the formatting below. In this case, it will map all orders from "Online Retail" to the "NYC Warehouse" division.
  5. On the final step, enter "NYC Warehouse" and then Submit.