Custom Fields Integration

Introduction

Our of the box, we can map custom fields with Infusionsoft and QuickBooks, if the name is the same. For QuickBooks Online users, Cloud Cart Connector can map custom fields to custom fields. Our system can also map existing QuickBooks fields to matching fields in Infusionsoft.

Prerequisites

You must have QuickBooks Online Plus. Go to the gear box > your account to verify your version. If you need to upgrade, click the upgrade tab.

Existing Fields Mapping

QuickBooks contains several fields that do not exist in Infusionsoft. By creating custom fields with the same name, you can add them to QB. Here is a list: 

  • PONumber
  • PurchaseOrderNumber
  • ShipDate
  • TrackingNumber
  • ClassCode (QuickBooks Class Field)

Existing QuickBooks Fields

To bind these fields to QuickBooks, follow these steps:

  1. Create custom fields in Infusionsoft with any of the names above. For step by step instructions, please read this article.
  2. Login to cloudcartconnector.com
  3. Clicks submit on the configure page
  4. On the left, click custom fields
  5. Click add new custom field
  6. For both the QuickBooks and solution field names, enter PONumber. This adds the custom field PO number into the QuickBooks PONumber field.
  7. Enter string into the QuickBooks type field. Since you're not using QuickBooks Online's custom field feature, this field can safely be ignored.
  8. Click submit

QuickBooks Online Custom Fields

To map these fields, follow these steps:

  1. Login to QuickBooks Online
  2. On the top right, click the gear > company settings
  3. Click the sales tab
  4. Under sales form, click the pencil
  5. Add a custom field called TestField (see diagram below.)
  6. Create a custom field in Infusionsoft called TestField. For step by step instructions, please read this article.
  7. Login to cloudcartconnector.com
  8. Clicks submit on the configure page
  9. On the left, click custom fields
  10. Click add new custom field
  11. For both the QuickBooks and solution field names, enter TestField. 
  12. Enter string into the QuickBooks type field. 
  13. Click submit

You have bound custom field in Infusionsoft to QuickBooks Online.

ShipStation

ShipStation has 3 fields: Custom Field 1, Custom Field 2, and Custom Field 3. Follow the steps for QuickBooks Online custom fields above. The solution field name is the ShipStation field name without any spaces (CustomField1, CustomField2, or CustomField3.)

 

WooCommerce

You must have WooCommerce 2.2 or higher to use custom fields. Your custom field names in QuickBooks must match the custom fields names in WooCommerce. This means that the custom field name must be lower case and any spaces must be replaced with a dash sign. So a field called Unit Number in WooCommerce must be called unit-number in QuickBooks Online. Note that the order of custom fields returned from WooCommerce must match the order in QuickBooks:

WooCommerce QuickBooks Online QuickBooks Online Sort Order
DoorSize DoorSize 1
Mileage Mileage 2

 

Have more questions? Submit a request
Powered by Zendesk