How do I map accounts, based on currency and payment method?

Follow

Introduction

Although our rules engine contains no AND logic, you can append the currency code to the payment method and check whether the payment method contains PayPalUSD.

How does it work?

In the CSV file, we appended the currency code to the payment method. We checked if the payment method contains PayPalUSD, then map the deposit account to PayPal USD. If the order was paid by Visa and currency was EUR, then map it to Braintree EUR.

In QB, the payment method will say PayPalUSD.

How do I upload the rules?

Here are the steps:

  1. Adjust the spreadsheet for the proper deposit accounts and currency codes.
  2. In Cloud Cart, hover over the gear and click rules engine.
  3. Click the link above the grid to bulk upload the rules.
  4. Upload the sheet.
Have more questions? Submit a request
Powered by Zendesk