Getting Started with Rules: Comparing Custom Field Values

How to compare custom fields to map fields

How do I compare the field?

Many fields between selling channels and QuickBooks have no field mapping. Connex places these values into custom fields, which you can map later. Using our order previewer, here is an example:

In this example, we have a ShipStation order. It has a field called CustomField2 and its value is LOW RISK, VISA. We will map NET 30 to the QuickBooks invoice terms field, based on this condition.

1. Go to the rules engine.
2. Go to add new rule.
3. Choose no template. Scroll down and check the box saying rule without order number.
4. Click submit.
5. Add a title for the rule.
6. In conditions, enter these values: Custom Field Value, Equals, LOW RISK, VISA.
7. In the box at the bottom, enter NET 30.

How does the rule work?

1. The custom field value contains loops through all the custom fields and returns their value.
2. The software makes the phase and comparison lower case. Does low risk, visa match any rules? Yes, it matches a rule.

Can I use contains?

Yes, you could say if the field contains low risk, then map NET 30 as the terms.