Rules Engine Overview
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      3. Rules Engine Overview

      What is the rules engine?

      The Connex Rules Engine allows you to create custom mappings and change how fields map.

      What is the rules engine?

      The Connex Rules Engine is a powerful automation and field mapping tool that enables you to dynamically change how fields are mapping, based on a specific scenario or desired outcome. 

      For example:

      • Mapping SKU A to different SKU B;
      • Map a deposit account, based upon a specific payment method;
      • Map all coupon codes to a single discount line item;
      • Map all shipping methods to a single shipping line item; or
      • Map Class tracking based upon a specific selling channel or marketplace.
      • and so much more!

      There are many more actions that are available. To explore the possibilities, login to Connex and click Rules Engine on the left. Then, click Add new Rule to get started and see what's possible.

      When do rules run?

      The rules run before orders sync to QuickBooks, but after orders are synced from your website. If Connex was a sandwich, your website and QuickBooks are the two slices of bread. The rules are in between.

      Furthermore, Rules run in top-down order and they run across all integrations added to your account, unless otherwise set not to do so.

      Can I chain rules together?

      Yes, you can add an and statement with rules. You could say if the selling channel matches eBay and if the payment method equals PayPal.

      How do I know if my rules worked?

      On second to last step of the rules engine wizard, you can test rules. You can test with a certain connection using order numbers. You can choose the fields to show.

      What are the best practices?

      Here is a list:

      • Use an ends with or a starts with to remove part of a phrase. Many users upload thousands of rules, when this simple comparison would perform better.
      • Use our order previewer to test rules, before syncing. This can save time. Instead of deleting and resyncing orders, you can see how a rule will perform.
      • We allow a maximum of 5,000 rules per user. Having a large number of rules, especially SKU mapping, can cause a slower sync.
      • Try to chain rules with the AND statement, instead of running certain rules on certain connections. It is easier to see what rules will run.

      Can I see the Rules Engine in action?

      Here are the slides and here is a demo:

      Connex for QuickBooks Rules Engine from Joseph Anderson on Vimeo.