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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

Rules Engine 4.0 Overview

What are the limitations of the rules engine?

What is the rules engine?

How do the rules map to QuickBooks Desktop?

What fields are available to compare?

Can I use an AND statement?

Can I run certain rules on certain connections?

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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

How do I add an order prefix, using the rules engine?

Can I map custom fields to QuickBooks Desktop line items?

How do I remove tax on an order?

Can Connex map classes, using rules?

How do I exclude orders from syncing, if they have a specific SKU

How Do I Map Multiple SKUs to a Universal SKU?

How do I mark invoices as unpaid?

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

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

How do I map custom fields to QuickBooks Online?

Can I code refunds differently than sales?

Can I override the shipping amount?

How do I map custom fields to QuickBooks Desktop?

Can I add a rule to map customers differently?

How do I charge Sales Tax on Shipping?

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Rules Engine Mapping Deposits & Payments

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

Rules Engine Mapping Products

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

How do I prevent overselling product?

How do I resolve an issue uploading a CSV or Excel file?

Can I remove part of a SKU?

How do I map product SKUs using a CSV spreadsheet?

Map Product SKU using the Rules Engine

Can I exclude products from syncing inventory?

Can I split a SKU?

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