How does Cloud Cart Connector match customers in QuickBooks?

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What options are available?

On the Cloud Cart configure page, you can choose from several options:

  • Last Name, First Name
  • First Name Last Name
  • Company Name or First Name Last Name
  • Company Name or Last Name First Name
  • Company Name or Web Store
  • Single Customer
  • Store Name
  • Store Name and Currency (i.e. Amazon USD)
  • Parent:Job First Name Last Name (i.e. Web Store: John Smith)
  • Parent:Job Last Name, First Name
  • Customer Billing Address Email or Web Store

If you choose company name or LNFN, Cloud Cart would match the company or name if no company is available. If you choose single customer, you may choose the single customer name. By default, Cloud Cart uses web store.

What fields does Cloud Cart search?

Cloud Cart can only search one field at a time. By default, Cloud Cart searches the display name as field. If you chose billing address email, Cloud Cart searches the QB customer email address. If you need to search another field, please contact us.

If I select customer email, can Cloud Cart find customers with multiple emails?

Yes, Cloud Cart can find customers if the QB email contains the billing address email. If the billing email was virginia@gmail.com, Cloud Cart can match virginia@yahoo.com,virginia@gmail.com.

If I select customer email, how does Cloud Cart create new customers?

Cloud Cart will map the display name as field using last name, first name. Here is an example:

email_img.png

How do you match the middle name?

In this case, H might look like the last name. Smith, John H is the customer's display name. The customer's last name is still Smith. The first name is John and the middle name is H:

What if two customers have the same first name and last name?

Cloud Cart will try and match the email on the order to the email on the customer record. If the email is blank on the order or on the customer record, the system will assume it's the same customer. If the QB customer email is support@google.com and the order says support@yahoo.com, the system add the customer under a customer called web store. To disable this feature, follow these steps:

  1. Login to Cloud Cart Connector.
  2. At my connections, click submit.
  3. Go to the advanced tab.
  4. Under advanced customer settings, uncheck match name only.
  5. Click save and sync.

Can Cloud Cart create or match sub customers?

Our software can find customers, even if they are jobs of other accounts:

ABC Company

 - John Smith

Select one of the parent job options under customer matching.

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:

  1. Login to Cloud Cart Connector.
  2. At the configure page, scroll down to customer settings.
  3. Select single name as the customer mode.
  4. As the single name customer, enter ShipStation. 
  5. Click submit.

New orders will now enter QuickBooks under a customer called ShipStation: 

When you open the order, it will have the customer's full details:

single_name.jpg

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