Rules Engine Mapping Customer Data
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How do I map the email and phone from custom fields?

Override the phone and email mappings

Problem

Your customer phone and email changes with each order. In order to keep these static, you can assign rules that pull them from the contact record each time.

Description

When you sync sales from QuickBooks to your shipping solution, Connex maps the phone and email from the QuickBooks customer record. If these do not exist, you can add them as custom fields in the QuickBooks customer. 

Solution

Part One: Add rules to Connex

  1. Go to the Connex rules engine.
  2. Click add new rule.
  3. Choose "Map custom field to a QuickBooks standard field"

  4. Create a rule for Email and Phone number like the following screenshots below:

  5. Contact Email -> Order Email

  6. Contact Phone number -> Billing Address Phone

Part Two: Add custom fields to QuickBooks

  1. Go to customer center.
  2. Double click a customer.
  3. Under additional info, click define fields.
  4. Make "Contact Email" and "Contact Phone":
  5. Create a new order for the customer.
  6. Enter values in these fields.