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Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
- Remote Desktop (RDP)
- Customers Matching
- Inventory Site
- Inventory Sync
- Multicurrency
- Orders
- Price Levels
- Products
- Refunds
- Sales Tax
- Sales Orders
- Unit of Measure
- Web Connector
- Getting Started with Rules
- Rules Engine Common Rules
- FAQ
- Deposit Match
- Cost of Goods Sold
- Troubleshooting
- Custom Store
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Connex Ecommerce Analytics
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Frequently Asked Questions
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General Troubleshooting Guide
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Company File
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Connex for QuickBooks Integrations Guide
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Rules Engine Guide
Salesforce Custom Fields
How to adjust your field mappings
How do I map to custom fields I made not on the order object?
In this example, we created custom fields on the order object. The solution is to sync the data to Salesforce, pull the ID of the order, then update the order with the custom field:
http://salesforce.com/orders?id=xyz12345
{
"MyCustomField:" "12345
}
We recommend mapping to an existing custom field on our invoice object, since you can use our rules engine.
Although Connex can map to the field, the user interface is missing. During an update to Connex in 2022, we never translated the user interface to our new design. For now, please contact us with these details:
- Custom field API name by clicking here.
- Desired field mapping in Connex (i.e. order number, ship date)
How do I map fields that exist on the invoice object?
If you use QuickBooks and there is a matching field, like order other, than the field maps automatically. If you use another solution, like Salesforce, and you want to sync to custom fields you can write rules. In this example, we will map to custom fields on the invoice object using rules:
- Login to Connex.
- Click rules.
- Click add new rule.
- Choose map order without order number.
- In the title, enter map order other.
- As action, enter other in the search. Choose map order other.
- In the conditions, enter these values: Order number, map all, *.
- Enter * in the last field on the bottom.
- Connex will map the ShipStation order number into the other field.
Connex creates a custom object called invoice. Here is a screenshot: