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?
- Obtain a personal access token from Keap.
- Log into Connex for QuickBooks.
- Click add selling channel.
- Choose Keap.
- Enter your personal access token.
- 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.
- In Keap, go to eCommerce and click products.
- Click edit, next to each product.
- Look up the product in QuickBooks.
- Enter your QuickBooks item name in the Keap product SKU field.
How do payment plans map?
If you have a payment plan for 12 orders, the order number is 100 and the order is the 3rd payment, then Connex will add a -2 to the end of the sale. You will have 100, 100-1, and 100-2 as the orders. Connex will map the date of the payment as the order date.
How do the fields map?
Here are the fields:
| Keap | QuickBooks | Notes |
| Id | Order Number | Open an order in Keap. In the URL, you will see Id=123. The 123 is the order number. |
| Order Date | Order Date | |
| Billing Address | Billing Address | Name, company, phone, and email. |
| Shipping Address | Shipping Address | Name, company, phone, and email. |
| Product SKU | Item Name | |
| Order Item Quantity | Item Quantity | |
| Order Item Name | Item Description | |
| Shipping Method | Shipping Method | |
| Shipping Amount | Shipping Amount | |
| Order Discount | Order Discount | |
| Payment Method | Payment Method | |
| Payment Ref. No | Payment Ref. No |