Customers Matching
      Back to home
      1. Help Center
      2. Connex for QuickBooks User Guide
      3. Customers Matching

      How does Connex match my existing QuickBooks customers?

      Connex has several customer matching settings, based on how your QuickBooks customer list is organized. 

      Customer Matching

      Here are the available matches:

      Customer Matches Example
      Last Name, First Name
        • Smith. John
      First Name, Last Name
        • John, Smith
      Single Customer Web Store
        • Example Store
      Billing Company Name (If Supplied)/ First Name Last Name
        • Example Store/John Smith
      Billing Company Name (If Supplied)/ Last Name, First Name
        • Example Store/Smith, John
      Billing Company Name (If Supplied) or Web Store
        • Example Store/Example.Shopify
      Last Name, First Name, Email
        • Smith, John, John@example.com
      First Name, Last Name, Email
        • John, Smith, John@example.com
      Selling Channel/ Market Place
        • ShipStation
      Store Name and Currency
        • Example Store USD
      Shipping Last Name, First Name
        • Smith, John
      Shipping Address Full Name
        • John T Smith
      Shipping First Name, Last Name
        • John, Smith

       

      Single Name Customer Setting

      When you select a single name customer mode, Connex will assume that the single name is Web Store. You must tell our software to put all orders under a single customer. In this case, that customer is called ShipStation:

      1. Login to your Connex account.
      2. At the Connex Dashboard, click the Settings button in your Selling Channel.
      3. Expand the Customer Matching.
      4. Select Single Customer 'Web Store'.
      5. Next, expand the Advanced Customer menu. Enter 'ShipStation' in the Single Name Customer box:
        CustomerMatching
      6. Click save and sync.

      Can I sync all orders under a single customer?

      Connex can place all orders under a single customer of your choosing

      In this example, we will place all new sales under a customer called Speed Industry Website Sales:

      1. Login to Connex.
      2. Click manage.
      3. Expand customers > matching.
      4. Choose single name.
      5. Enter Speed Industry Website Sales in the single name customer field:

      Here is the end result in QuickBooks:

      How does each order look?

      Connex will still map the order address:

      Can I match customers, if their company contains a phrase?

      In this example, the order has a company name of ABC, Inc. We will map the order to ABC:

      1. Login to Connex.
      2. At the Connex Dashboard, click the Settings button in your Selling Channel.
      3. Expand the Customers Matching.
      4. Choose company name as the match.
      5. Click submit.
      6. Go to the Connex rules engine.
      7. Add this rule.

      How does Connex match companies?

      Connex searches the QuickBooks Customer Name field for a match.  If there is no match, Connex adds the company to your customer list. 

      If your customer is a large company (i.e. JMA) and you sell product to several people within that company, then choose Billing Customer Name (if supplied) Last Name, First Name: 

       

      If you sell to individual customers, with different companies, then choose Last Name, First Name.  This is ideal if you have many different customers with many different companies.  

      Selling Channel Name

      If you choose store name, here is an example:

       

      Can't find what you're looking for? Let us help you right now!