Connex will create new products, if they are missing from QB. You can tell Connex to log error messages and you can map these products.
How do I set up this feature?
When you install Connex, the last wizard step says product matching. Under new product settings, choose flag order as error and map:
How do I use this tool?
Sync some orders to QB where products are missing in QB. Hover over the gear in Connex. Click reports and product mapping. You will see a grid of products to map:
For existing accounts, go to the Connex configure page. Click the field mapping tab and scroll to the bottom.
The next steps are to map products.
Export QB Item List
Connex has an autocomplete box that will find the item in QB, when you type part of it's name. Although using this feature is optional, it is recommended. To set it up, here are the steps:
- Above the grid, click the link to upload products. A new tab will open in your browser.
- In QB, go to lists and click item list.
- Click excel on the bottom.
- Export all of the items.
- Open the spreadsheet.
- Go to file and click save as.
- Select CSV.
- Upload the sheet to Connex.
- Close the browser tab.
- Edit a row.
- Enter part of your product:
After I map the products, what happens?
Until you click resync, Connex will save no mappings. Once you are done, click resync. Connex will create rules, which map SKUs and QB items. To see rules, hover over the gear and click rules engine.
Connex will queue the missing orders. If you return to the configure page and click the second tab, you will see a comma separated list in the order list field. Run your web connector.