Salesforce

How do products map between Salesforce and Connex?

Connex will match or make new items

Our software maps the Salesforce product code and QuickBooks item name. 

Here is a Salesforce product:

Here is the QuickBooks item:

Will your software create products?

Our software matches the QuickBooks item name to your product code. If it is missing, then Connex will create it. Here is how the fields map:

Salesforce QuickBooks Notes
Product Code QuickBooks Item Name  
Price Book Default Connex uses the first price book available in price books.
List Price Unit Price  
Active True  
Item Name QuickBooks Item Description