Synchronizing Customers

Matching Existing Customers

Rosemark strives to keep the Customers in the two systems in sync. When first syncing the two, it will look through both lists of Customers and attempt to match them, based on first, middle and last name. In order to do this, the name must not be blank, and must be unique among Customers.

Once a Customer in Rosemark and a Customer in QuickBooks have been connected, data changed in one will flow to the other with each subsequent synchronization.

Adding New Customers

Similarly, a Customer added to one will be added to the other, as long as the certain criteria are met.

QuickBooks Customer added to Rosemark

•	Not previously connected

•	Active in QuickBooks

•	Not marked as "skip" in QuickBooks customer RSS field

•	Name (first,middle,last) not blank

•	Name does not match (first,middle,last) an existing Rosemark Customer

•	If a Person already exists with that name, the Role of Customer is added to that Person. Otherwise, a new Person is added, with the Role of Customer.

Rosemark Customer added to QuickBooks

•	Not previously connected

•	Customer for an Active Service that has at least one billable Shift.

•	Customer that has a billable Shift during the export time period.

•	Name (first,middle,last) not blank

•	Name does not match (first,middle,last) an existing QuickBooks Customer

sync_customers

Figure 180: Allowing access to QuickBooks