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Rules Engine Guide

Rules Engine Guide

Learn advanced customization techniques, support by the Sync with Connex Rules Engine.

Rules Engine Overview

Can I see a list of rules that run on a particular sale?

Can I alter the order that rules run?

Can I use an AND statement?

How do the rules map to QuickBooks Desktop?

What fields are available to compare?

What is the rules engine?

What are the limitations of the rules engine?

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Common Rules

How do I use the rules engine to stop syncing sales from QuickBooks to ShipStation?

Can I map the order template to QuickBooks Desktop?

Can I add an order prefix to the order number?

Can I sync some orders as sales receipts and others as invoices?

Can I add a rule to map customers differently?

Can I add a shipping surcharge?

How do I map Divisions From Connex to QuickBooks Online?

How do I exclude orders from syncing from QuickBooks to ShipStation, using the rules engine?

How do I map the QuickBooks Online department or location field?

How Do I Remove Tax from an Order?

How do I mark invoices as unpaid?

How can I use a single code for shipping and discounts?

How do I map the selling channel?

How do I map Shopify tags, using the rules engine?

How do I exclude orders from syncing to QuickBooks, using the rules engine?

How do I map a deposit account, based on a payment method?

How Do I Charge Sales Tax on Shipping?

How do I map the tax codes on line items, discounts, and customers?

How do I map the inventory site field via Rules Engine?

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Rules Engine Mapping Customer Data

Can I map a custom field to the QuickBooks customer name field?

How do I map the email and phone from custom fields?

Rules Engine Mapping Order Data

Can Connex map classes, using rules?

Can I map custom fields to QuickBooks Desktop line items?

Can I code refunds differently than sales?

Can I override the shipping amount?

How do I map custom fields to QuickBooks Online?

How do I map custom fields to QuickBooks Desktop?

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Rules Engine Mapping Products

Can I exclude products from syncing inventory?

How do I remove part of a SKU?

How do I map product SKUs using a CSV spreadsheet?

My products have no SKU. How do I match, using item name?

Map Product SKU using the Rules Engine

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