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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 are the limitations of the rules engine?

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 Customer Data

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

Rules Engine Mapping Order Data

How Do I Map Multiple SKUs to a Universal SKU?

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

How do I remove tax on an order?

Can Connex map classes, using rules?

Can I map custom fields to QuickBooks Desktop line items?

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

How do I prevent overselling product?

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

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

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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