Introduction
On the Mapping screen, you can map your customers and products between Reseller Marketplace and QuickBooks.
Mapping Customers
There are three ways to map your customers between Reseller Marketplace and QuickBooks:
- Through the subscription synchronization wizard, during subscription synchronizing.
- Through the customer import wizard, automatically.
- Through the Mapping screen.
To map your customers using the Mapping screen, complete the following steps:
- In your UX1 for Resellers, click Integrations.
- On the dashboard, click the gear icon and select Mapping.
- In the Customers tab of the Mapping screen, select a customer you want to map.
- Note: Select Show only unmapped to filter out only unmapped customers.
- Note: Select Show only unmapped to filter out only unmapped customers.
To unmap a customer, select the three-dot icon for the customer and click Unmap.
Mapping Products
There are two ways to map your products between Reseller Marketplace and QuickBooks
- Through the subscription synchronization wizard, during subscription synchronizing.
- Through the Mapping screen.
To map your products using the Mapping screen, complete the following steps:
- In your UX1 for Resellers, click Integrations.
- On the dashboard, click the gear icon and select Mapping.
- In the Products tab of the Mapping screen, select a product you want to map.
- Note: At this step, you can also add a product to QuickBooks by clicking Add product to QuickBooks in the drop-down menu and configuring its parameters.
- Note: At this step, you can also add a product to QuickBooks by clicking Add product to QuickBooks in the drop-down menu and configuring its parameters.
To unmap a product, select the three-dots icon for the product and click Unmap.
- Also, in the Fees Mapping pane, you can map a Cancellation Fee with a product before their synchronization.