How to use a Custom Sync-Key Mapping for Accounts/Customers

Overview

You will need to have the QuickBooks Web Connector installed and configured in order to complete the following steps.

By default, the QuickBooks integration matches Sugar Accounts and QuickBooks Customers by the primary email address field. 

By creating a Custom Sync-Key the integration will match Sugar Accounts to QuickBooks Customers based on the values in the fields set by the sync-key.

Note: It is recommended that you use the DEFAULT settings for this integration.

WARNING: Improper configuration of these settings can cause the sync to have issues which may result in duplicate Account/Customer entries being created or the sync could fail entirely.

Instructions

1. To set up a custom sync key go to the Advanced Configuration tab on the QuickBooks Integration Configuration page.

2. If you are setting up the Custom Sync-Key before the initial sync between Sugar and QuickBooks then you will need to complete the steps below. If you have run sync before and now wish to change the sync key you may proceed to step number 3.

a. On the Advanced Functions tab click on the Initialize Fields Now button.

b. After clicking on the Initialize Fields Now button you can either wait for the QuickBooks Web Connector to run its next sync or you can trigger manual sync in the Web Connector.

c. After the Web Connector has completed its sync you may proceed.

3. On the Advanced Configuration tab scroll down until you find the Account/Customer Sync Key option.

4. Change the value in the drop-down from Primary Email Address to Custom Mapping.

5. Two new dropdown menus will appear below the former dropdown; these dropdown menus will allow you to choose which field in Sugar field and QuickBooks field to match.

Note: It is recommended that you pick a field that will be unique across all Accounts and Customers.

6. Now the integration will match Sugar Accounts to QuickBooks Customers based on the values in the fields chosen in the previous step.