After installing our WooCommerce Sync for QuickBooks Online, one of the final configuration steps is mapping, or linking - existing WooCommerce data to corresponding QuickBooks Online data. The two primary data types that must be linked are customers and products.
It isn't necessary to map customers anymore with MyWorks Sync. By default; newer versions of our integration make use of the email address on the WooCommerce order as the unique identifier and can automatically map the WooCommerce order (and any associated WooCommerce Customer Account) to an existing customer in QuickBooks or automatically sync and map a new customer when we sync the order. You can read more about this here: How we handle syncing new vs. existing customers
You only need to map your existing data - once. Mapping only needs to be done once - usually right after you install the sync. After you map all of your existing customers and products, there's no further action needed - as our sync will automatically map future customers and products created & synced after our sync is installed.
This is accomplished by visiting MyWorks Sync > Map, and clicking on the Customer or Product tab. The resulting page shows all of your WooCommerce customers or products on the left, and a dropdown containing your QuickBooks Online customers or products on the right. Typically, you'll simply select the corresponding QuickBooks Online data record (customer or product) in the dropdown that matches the WooCommerce customer or product next to it.
Mapping your existing data is necessary so our sync "knows" which WooCommerce customer or product "equals" a corresponding customer or product in QuickBooks Online. This allows our sync to smartly and accurately sync orders to QuickBooks Online - under the correct customer, and with the correct products in the sales receipt/invoice line item.
This process is very simple, and only needs to be completed once. However, for stores with hundreds - or even thousands of customers or products, this can be a lengthy and sometimes impossible task to accomplish manually. Read our article on auto-mapping to learn more about automatically completing the mapping.