Customers Matching
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      1.  
      2. Connex for QuickBooks User Guide
      3. Customers Matching

      How does Connex match my existing QuickBooks customers?

      Connex has several customer matching settings, based on how your QuickBooks customer list is organized. 

      Customer Matching

      Here are the available matches:

      Customer Matches Example

      Billing Email

      Matches the billing address email to the Quickbooks customer name field. Quickbooks support no matching to the customer email field directly.
      • John@example.com

      Billing Full Name 

      Used primarily with Shipstation when the billing name field matches the Quickbooks customer name field.
      • Example Store/Example.Shopify

      Company Name or First Name Last Name

      Matches the billing company to the Quickbooks customer name field. If no company is supplied, then Connex matches the billing firts and last name. Sync with Connex or John Smith is an example.
      • Example Store/John Smith

      Company Name or Last Name, First Name

      Matches the billing company to the Quickbooks customer name field. If no company is supplied, then Connex matches the billing last and first name. Sync with Connex or Smith John is an example.
      • Example Store/Smith, John

      Company Name or Single Name Customer

      Matches the billing company to the Quickbooks customer name field. If no company is supplied, then Connex places all sales under single customer. Use the single customer name Connex setting to change the  customer.
      • Example Store

      Email

      Mathes the billing email to the Quickbooks customer name field. Quickbooks supports no matching to the customer email field directly
      • John@example.com

      First Name, Last Name
      • John, Smith

      First Name, Last Name, Email
      • John, Smith, John@example.com

      Shipping First Name, Last Name

      Matches the shipping address first and last name to the Quickbooks customer name field.
      • John, Smith
      Last Name, First Name
      • Smith,  John
      Last Name, First Name, Email
      • John, Smith, John@example.com
      Last Name, First Name, Email  
      • Smith, John T.

      Shipping Last Name, First Name

      Matches the shipping address last name and first name to the Quickbooks customer name field.
      • Smith, John

      Order Number

      Matches the order number to the Quickbooks customer name field.
      • 12345

      Shipping Full Name

      Used primarily with Shipstation when the shipping name field matches the Quickbooks customer name field.
      • John T Smith

      Shipping Company or First Name and Last Name

      Matches the shipping address company name to the Quickbooks customer name field. If no company, then the customer's first and last name is matched.
      • Example Store/John Smith

      Shipping Company name or First Name and Last Name

      ​Matches the shipping company to the Quickbooks customer name field. If no company is supplied, then Connex matches the shipping last and first name, Sync with Connex or Smith John is an example.
      • Example Store/John Smith

      Single Name Customer

      Places all sales beneath one customer name in Quickbooks. Using the single name customer field, you can change the customer Default to web store.
      • Example Store

      Selling Channel Name

      Matches the selling channel name to the Quickbooks customer name field. All sales would appear under the channel name, but the address belongs to the customer.
      • ShipStation

      Selling Channel Currency Code
      i.e. Amazon USD as the Qyuickbooks customer name.
      • Example Store USD

       

      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:

      1. Login to your Connex account.
      2. At the Connex Dashboard, click the Settings button in your Selling Channel.
      3. Expand the Customer Matching.
      4. Select Single Customer 'Web Store'.
      5. Next, expand the Advanced Customer menu. Enter 'ShipStation' in the Single Name Customer box:
      6. Click save and sync.

      Can I sync all orders under a single customer?

      Connex can place all orders under a single customer of your choosing

      In this example, we will place all new sales under a customer called Speed Industry Website Sales:

      1. Login to Connex.
      2. Click manage.
      3. Expand customers > matching.
      4. Choose single name.
      5. Enter Speed Industry Website Sales in the single name customer field:

      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:

      1. Login to Connex.
      2. At the Connex Dashboard, click the Settings button in your Selling Channel.
      3. Expand the Customers Matching.
      4. Choose company name as the match.
      5. Click submit.
      6. Go to the Connex rules engine.
      7. Add this rule.

      How does Connex match companies?

      Connex searches the QuickBooks Customer Name field for a match.  If there is no match, Connex adds the company to your customer list. 

      If your customer is a large company (i.e. JMA) and you sell product to several people within that company, then choose Billing Customer Name (if supplied) Last Name, First Name: 

      If you sell to individual customers, with different companies, then choose Last Name, First Name.  This is ideal if you have many different customers with many different companies.  

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