Customers Matching
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      2. Connex for QuickBooks User Guide
      3. Customers Matching

      How does Connex match my existing QuickBooks Desktop 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
      Order Number
        • 123456
      Last Name, First Name, Middle Inital
        • Smith, John, T
      Shipping Company Name (If Supplied) First Name, Last Name
        • Example LLC, John, Smith
      Shipping Company Name (If Supplied) Last Name, First Name
        • Example LLC, Smith, John
      Shipping Last Name, First Name
        • Smith, John
      Shipping Address Full Name
        • John T Smith
      Billing Address First Name, Last Name
        • John Smith
      Billing Email as QuickBooks Customer Name
        • John@Example.com
      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 Manage button in your Selling Channel.
      3. Expand the Customer Menu ->Matching.
      4. Select Single Customer 'Web Store'.
      5. Next, expand the Advanced Customer menu. Enter 'ShipStation' in the Single Name Customer box:
      6. Click save and sync.

      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 Manage button in your Selling Channel.
      3. Expand the Customers Menu -> 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:

       

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