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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

What is the rules engine?

Can I map one field to another, based on a condition?

How do the rules map to QuickBooks Desktop?

What fields are available to compare?

What is the function of rule actions?

Can I use an AND statement?

In what order do rules execute?

Can I run certain rules on certain connections?

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Rules Engine Mapping Order Data

Can I add a shipping surcharge?

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?

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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

Can I preview a list of products, before they sync from QuickBooks?

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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