How do I sync orders when they ship?

Use the Connex order status field to wait for orders to reach a certain status.

By default, Connex will sync orders as soon as they are created in ShipStation. If you want Connex to insert the tracking number and date onto orders, you need to export shipped orders. Here are the steps: 

  1. Log into your Connex account.
  2. Next to ShipStation, click Settings.
  3. Select Orders to QuickBooks.
  4. In the Order Statuses: field, enter shipped.
  5. Click save at the bottom of the page.

How do I sync manually shipped orders?    

If you ship some orders inside of ShipStation and some orders outside of ShipStation, you must instruct Connex to sync both statuses. To tell if an order was shipped outside of ShipStation, double click the sale. If the order status is shipped and there are no tracking details on the top right, then the order was shipped outside of ShipStation.

To automatically sync manually shipped orders follow the steps above through Step 4, then follow these steps:

  1. Add the status "manual_shipment" to the Order Statuses: field. (Note: If you only want to sync manual orders, you must remove the "shipped" status from this field.)
  2. Then, save as in Step 5 above.

To manually sync these sales, follow these steps:

  1. Log into your Connex account.
  2. On the Dashboard, next to your ShipStation connection, click Manual Sync.
  3. Enter the order numbers of the manually shipped orders under the Orders to QuickBooks column. Alternatively, you can set the sync date range such that the dates of the orders you manually shipped are all contained within the date range you selected.
  4. Select Sync Now in the manual sync pop-up.