Customer Data Syncing
Acodei's customer syncing functionality is designed to integrate customer data between Stripe and QuickBooks seamlessly. This feature ensures that customer information is consistent and up-to-date across both platforms, simplifying financial management and record-keeping.
How Customer Syncing Works:
- Exact Name Matching:
- When a customer name in Stripe exactly matches a name in QuickBooks, our system automatically links these records.
- This process avoids duplication and maintains data integrity.
- Note that the name in Stripe should be in the "Name" field of the Customer Object, while in QuickBooks, we match it to the "Customer display name" field.
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- Handling Name Discrepancies:
- In cases where the Stripe name doesn't exactly match a QuickBooks entry (due to a missing name field or slight mismatches), our system currently relies on exact name matching as the primary method.
- For names that don't match, manual intervention may be required to ensure proper linkage.
- Creating New Customers:
- If a corresponding customer does not exist in QuickBooks, Acodei will automatically create a new customer entry.
- This feature prevents missing customer records and ensures complete financial tracking.
- Data Import Options:
- You can opt to import additional customer details from Stripe to QuickBooks on the Account Mapping page.
- This can include email addresses, physical addresses, and other relevant customer information.