How do I export orders from QB, based on a custom rule?

Introduction

You can tell Connex to only export orders, based on some custom logic.

What logic can I use?

There are many options available. Here are the most common:

  1. Do not export orders, if the balance is greater than zero.
  2. Do not export orders, if the customer type does not contain general. On the rules engine page, click advanced rules engine. Add this rule for form one. For form two, add two rules. When you return to the rules page, click edit map from to add the second rule. 

How do I add rules?

Login to Connex. Hover over the gear and click rules engine.

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