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:

  1. Custom field API name by clicking here.
  2. 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:

  1. Login to Connex.
  2. Click rules.
  3. Click add new rule.
  4. Choose map order without order number.
  5. In the title, enter map order other.
  6. As action, enter other in the search. Choose map order other.
  7. In the conditions, enter these values: Order number, map all, *.
  8. Enter * in the last field on the bottom.
  9. Connex will map the ShipStation order number into the other field.

Connex creates a custom object called invoice. Here is a screenshot: