Getting Started with Keap

How to integrate Keap with Connex for QuickBooks

What data syncs?

We sync invoices and their associated payments to QuickBooks. If you are interested in a two way sync, please contact support.

How do I integrate?

1. Obtain a personal access token from Keap.
2. Log into Connex for QuickBooks.
3. Click add selling channel.
4. Choose Keap.
5. Enter your personal access token.
6. Click submit.

How do products map?

We map the Keap product stock keeping unit (SKU) to the QuickBooks item name. If you enter no SKU or you enter a line item without a product, then we map the Keap product name. Many Keap users sell a non-inventory part and their product have no SKU. We recommend ensuring your Keap product SKU matches your QuickBooks item name.

1. In Keap, go to eCommerce and click products.
2. Click edit, next to each product.
3. Look up the product in QuickBooks.
4. Enter your QuickBooks item name in the Keap product SKU field.

How do payment plans map?

For payment plans, Keap will keep the same invoice number. QuickBooks will only allow one sale with the same order number. Connex will add a dash followed by the next order in the sequence:

We recommend using the dates to reexport payment plans. Connex receives all sales from the payment plan and filters the orders, based on the sync dates. If you want to export order 100-2, follow these steps:

1. Log into Connex.
2. Next to Keap, click the manual sync button.
3. Enter the dates 3/1 - 3/2. Connex will only export the sale from March.
4. Click submit.

How do the fields map?

Here are the fields: