Customer Mapping

Introduction

If you would like to start using Chargebee with QuickBooks Online, or have been using QuickBooks Online and have invoices present, it might be a good idea to migrate the customers to Chargebee and map them to avoid duplicates during invoice sync.

This document will walk you through the process of migrating and mapping the customer records.

Migrate customers from QuickBooks

If you are connecting a brand new Chargebee site or an existing Chargebee site to your QuickBooks Company that has customers and invoices already created, you can migrate the customers into Chargebee.

For information on how to migrate your customers to Chargebee, check our migration documentation.

Customer Mapping

If you have manually imported invoices into QuickBooks from Chargebee, the customers present in Chargebee would have been created in QuickBooks. So, once you start the sync, there is a probability of creating duplicates.

To avoid duplicates, you can map the customers. Here's how:

Step 1: Download customer mapping file

The customer mapping process can be initiated after connecting your QuickBooks company to Chargebee. Chargebee will ask you to map customer records if it finds customers in QuickBooks.

Download the file containing customer information. Chargebee will automatically match the customers and show the equivalent if the customers have the following:

• Customers have the same email address
• Customers have the same company name
• Customers have the same first name + last name

Step 2: Update the Customer Mapping File

You can review the details of the customers in the mapping file and view customers that match or not. If the customers don't match, you can update the mapping in the file.

Reviewing the file gives you the opportunity to:

• Confirm that there are no false matches
• Manually match customers that don't have a match in Chargebee
• If customer information from QuickBooks matches with more than one customer from Chargebee, decide which Chargebee customer you would like to map with the one in QuickBooks

You can choose to update the document by updating the customer mapping as shown below:

Step 3: Upload the Updated Customer Mapping File

Once reviewed, you can upload the updated customer mapping file. The customers in QuickBooks and Chargebee as matched in the file will be mapped in Chargebee. When sync runs, customers already present in QuickBooks will not be created.

Ignore Mapping

In case you want to skip the mapping step, you can choose to Ignore and proceed. Later during the sync, if Chargebee finds duplicates, the customers will be created with a suffix, such as, XYZ Company_2'. Chargebee will check for duplicates based on Customer display name in QuickBooks.

FAQ

1. Are UTF-8 characters supported in customer email field?

No, QuickBooks does not support UTF-8 encoding for the customer email field.