Ontraport

OntraPort

Connex can sync sales from OntraPort to QuickBooks.

Obtain an API Key and App ID

Here are the steps:

  1. Login to OntraPort.
  2. On the top right, click your user name > administration: 
  3. Under integrations, click ONTRAPORT API Instructions and Key Manager.
  4. Click new API Key.
  5. Where it says untitled API key, enter Connex.
  6. Check all the boxes under select user: 
  7. Select your admin user name.
  8. Click save.
  9. Note the App ID and the API Key.
  10. Login to Connex.
  11. On the Connex dashboard, click add connection.
  12. Choose OntraPort.
  13. Enter your API key and App ID.
  14. Click submit.

When syncing orders from QuickBooks, how do the fields map?

Here is a field mapping:

OntraPort QuickBooks Notes
ID Order Number  
Order Date Order Date  
Order Tax Tax Code Marks item as taxable. You map the shipping address state to a tax code.
Status N/A Not mapped, but can be used to filter sales.
Shipping Method Shipping Method Added as a line item. The QuickBooks item name equals the shipping method.
Shipping Amount Shipping Amount Added as a line item.
Shipping Tax N/A OntraPort sends no shipping tax.
Payment Method Payment Method  
Line Item SKU QuickBooks Item Name  
Line Item Quantity QuickBooks Item Quantity  
Line Item Price QuickBooks Item Price  
Line Item Discount QuickBooks Item Discount Discounts are mapped as a line item.
Billing Address Billing Address Name, Address, City, State, Zip
Shipping Address Shipping Address Name, Address, City, State, Zip
Phone Customer Phone  
Email Customer Email