View/Modify Customer Mappings

This screen allows you to setup one-to-one relationships (or mappings) between the customers in ProductCart and their corresponding items in QuickBooks. If you would like to learn more about mapping please read the mapping overview.

The way the page looks depends on the current status of your customers. Depending on the status you may view currently mapped customers, a tool to map your customers, or additional alerts and warnings. Each of the items you may find on this page are explained below.

In order to improve performance, the Synchronizer limits the number of customer records loaded per page, based on the selection in the dropdown menu. By default, this is done in blocks of 1,000 customers and it cannot search for a record outside of the range that is currently selected.

If you want to change the number of records for each page range:

1. Download the file: “QB_Constants.asp”. Make a back-up copy.
2. Open the file in Notepad or your favorite HTML editor and change the variable “scQB_PageSize” to something other than '1000', but be careful that it isn't too high to affect the performance of the page.
3. Save the file and upload it back to the Web server.

To manually map customers:

1. Locate the customer
   You can browse through the records shown, or use the built-in search feature. Note that if your store contains more than 1,000 customers, they will be loaded in ranges of 1,000 and the system will not search/browse outside of the selected range. If you cannot find a customer that you know is there, this is the reason, so load another range and conduct your search again. Advanced users: see above under Number of Customers Shown for instructions on how to change the total number of customers shown.
2. Select the customer
   Click on the radio button on the left of the customer that you wish to map.
3. Map it to QuickBooks
   On the window that appears, locate the QuickBooks customer account to which you wish to map your Web store customer. You can search by the customer's full name. When you find the customer, click on the corresponding row to select it, and then press the Map to Selected Customer button to complete the mapping process.

If you are running v1.08 or higher, you can change the way Customer Names are imported into QuickBooks by making a small change to one of the files on the server. There is a variable contained in the following file that can be changed to import by Last Name first:

/pcadmin/QuickBooks/webservice/Web.Config

If you download ad open the file in Notepad or any other editor, you will see the following line:

        <add key="scLastNameFirst" value="False" />

All you need to do is change the “False” to “True”. Then, save the file and re-upload it to the server. Now, Customers will be imported by Last Name.

Whenever there are customers that have not been mapped, the View/Modify Customer Mappings page will show a Map New Customers button at the top of the page, together with a message indicating how many unmapped customers there are. Click on the button to load the automatic customer mapping page.

You can attempt to automatically map Web customers to corresponding QuickBooks customer account by:

• Email
• Full Name

This refers to fields in the customer accounts imported from QuickBooks when you ran the Sync Customers task from the Main Menu. ProductCart Synchronizer will look for matches and create the corresponding customer mappings. You can then review them and delete them, if needed. Depending on the number of customers this task may take several minutes.