Quickbooks Commerce Customer Linking

Quickbooks Commerce Customer Linking

When CartRover loads orders into Quickbooks Commerce , it attempts to find an already existing customer to link the order to. If no matching customer is found, a new customer record is created. The following logic explains how CartRover searches for Customers in Quickbooks Commerce when attempting to match them.

As soon as a match is found, the Customer is used and the remaining searches are not performed. If multiple matches are found in a specific step, the first match provided by Quickbooks Commerce is selected.

Normal Matching


1) Customer ID - CartRover first checks if there was a customer ID provided by the order source. If so, it searches for an exact ID match. If one is found, that customer is used. If not, CartRover will continue searching using the methods below.
2) Company or Customer Name Search - CartRover searches for existing Customers with the same Company (if provided) and Billing Name (if not). (Uses Customer/Billing record if provided, Shipping record if not)
  1. Email or Phone must also match
3) Email Search - CartRover searches for existing Customer with the same email. (Uses Billing record if provided, Shipping if not)
4) Phone Search - CartRover searches for existing Customer with the same email. (Uses Billing record if provided, Shipping if not)

 Strict Matching

1) Customer ID - CartRover first checks if there was a customer ID provided by the order source. If so, it searches for an exact ID match. If one is found, that customer is used. If not, CartRover will continue searching using the methods below.
2) Company or Customer Name Search - CartRover searches for existing Customers with the same Company (if provided) and Billing Name (if not). (Uses Customer/Billing record if provided, Shipping record if not)
  1. Email or Phone must also match
3) Email & Phone Search - CartRover searches for existing Customer with the same email and phone. (Uses Billing record if provided, Shipping if not)

The only guaranteed way to ensure the customer you want is always selected, is to pass a Customer ID.
Quickbooks Commerce does not perform any automatic Customer matching which is why CartRover attempts to perform this matching.

You can manually override the Billing address for all orders in CartRover if you would like them to all load under the same Customer record in Quickbooks Commerce . To do so, set the Overwrite Customer Info option at the bottom of the Cart settings in CartRover to Overwrite Billing and enter your desired customer record information.

Within a Customer record, Quickbooks Commerce is responsible for managing contacts and addresses. CartRover passes all the name and address information to Quickbooks Commerce, who then decides whether to create a new record or re-use an existing one under that customer.

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