Connex can sync YourMembership.com transactions as sales receipts or invoices and payments. This guide walks you through pairing YourMembership.com and our site.
You must obtain API keys from YourMembership.com:
- Login to the YourMembership.com admin
- Go to Content Settings > Control Panel > API:
- Fill out the form on-screen.
- Make note of the credentials:
- Login at connexforquickbooks.com.
- On the my connections page, choose YourMembership.com
- Follow the on-screen instructions.
Invoices and Payments
If the transaction is open, our system will create an invoice with payment. If the order is closed, then our system creates an invoice only. On the configuration page of our software, choose invoices payments if paid for this option.
Connex will map the GL code item name to the QuickBooks product name field. If there is no GL code item name, Cloud Cart matches the membership requested field.