You can easily place all orders under a single customer of your choosing.
What field do you use for customer matching?
Cloud Cart uses the customer display name as field only:
Where do I change the setting?
Go to the configure page under the transaction tab. Change customer settings:
Here are the available matches:
|Customer Matching Setting||Notes||Example|
|Last Name, First Name||Puts last name, first name into QuickBooks.||Smith, John|
|First Name Last Name||Puts first name last name into QuickBooks||John Smith|
|Single Customer 'Web Store'||Adds all orders under a single customer called Web Store. See single name setting to change web store to something else.||Web Store|
|Company Name First Name Last Name||Adds order underneath the company. If none exists, it tries first name last name.||Microsoft|
|Company Name Web Store||Adds order underneath the company. If none exists, the system uses Web Store.||Apple|
|Single Customer Amazon Web Store Id||Adds orders underneath a parent called Amazon Web Store followed by the first 11 characters of the order.||Amazon Web Store: 12345-12345|
|Store Name||If using ShipStation or ShipWorks, the system adds orders underneath the order's store.||Amazon|
|Parent:Job Last Name, First Name||Adds all customers as a job of Web Store. See below to change Web Store to another name.||Web Store:Smith, John|
Single Name Customer Setting
When you select a single name customer mode, Cloud Cart Connector 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:
- Login to cloudcartconnector.com
- At the configure page, select single name as the customer mode.
- On the advanced tab > advanced customer settings, type in ShipStation as the single name customer:
- Click save and sync.
New orders will now enter QuickBooks under a customer called ShipStation:
When you open the order, it will have the customer's full details: