You can easily place all orders under a single customer of your choosing.
Here are the available matches:
|Customer Matching Setting||Notes||Example|
|Last Name, First Name||Puts last name, first name into QuickBooks.||Smith, John|
|First Name Last Name||Puts first name last name into QuickBooks||John Smith|
|Single Customer 'Web Store'||Adds all orders under a single customer called Web Store. See single name setting to change web store to something else.||Web Store|
|Company Name First Name Last Name||Adds order underneath the company. If none exists, it tries first name last name.||Microsoft|
|Company Name Web Store||Adds order underneath the company. If none exists, the system uses Web Store.||Apple|
|Single Customer Amazon Web Store Id||Adds orders underneath a parent called Amazon Web Store followed by the first 11 characters of the order.||Amazon Web Store: 12345-12345|
|Store Name||If using ShipStation, ShipWorks, Shopify Multi Store, the system adds orders underneath the order's store.||Amazon|
|Parent:Job Last Name, First Name||Adds all customers as a job of Web Store. See below to change Web Store to another name.||Web Store:Smith, John|
|Parent: Company Name SingleName||Adds all company beneath a single customer called web store.||Web Store:ABC Company|
Single Name Customer Setting
When you select a single name customer mode, Connex will assume that the single name is Web Store. You must tell our software to put all orders under a single customer. In this case, that customer is called ShipStation:
- Login to connexforquickbooks.com
- At the configure page, select single name as the customer mode.
- On the advanced tab, type in ShipStation as the single name customer
- Click save and sync.
Can I match customers, if their company contains a phrase?
In this example, the order has a company name of ABC, Inc. We will map the order to ABC:
- Login to Connex.
- Click manage.
- Expand customer.
- Choose company name as the match.
- Click submit.
- Go to the Connex rules engine.
- Add this rule.
How does Connex match companies?
Our system matches the billing address company to the QB customer name field. We do not match the QB customer field. Here is a screenshot of the QB customer name field:
If you choose store name, here is an example: