When connecting multiple systems together QuickBooks Connector has the ability to match pre-existing data without creating duplicates.
QuickBooks Connector uses quite a complex algorithm to match contacts across different systems, however, the main criteria are as follows:
- Company Name
- First Name
- Last Name
- Phone Number
As a first step, we will pull contacts data from the connected systems into QuickBooks Connector and check if any contact names match up. Then, we look at these contacts' emails to confirm they're a match. If the emails don't match, we won't match them. If one or more of the contacts don't have an email, we'll try to match via phone number. If the phone numbers don't match, we won't match them.
Please note that we can't handle any existing duplicates. For example, if you have a repeat customer who creates a new login account for every purchase, we will treat every new account as a separate contact. We can't merge existing duplicates.
QuickBooks Connector matches products using their SKU/Product Code. Please make sure that these are the same for corresponding products in your various systems.
Product Names and Descriptions do not have to be identical.
Invoices are matched using Invoice Number