Understanding Customer Creation in Tithely's QuickBooks Online Integration

The QuickBooks Online integration with Tithely ensures seamless synchronization of transaction data. An important part of this process is the creation of customer records in QuickBooks Online. Here's how it works:

How Customer Information is Handled

When syncing transactions, Tithely creates customer records in QuickBooks Online using the following fields:

• First Name (first_name)
• Last Name (last_name)
• Email Address (email)

Requirements

At least one of these three fields is required for the customer creation process. If all three fields are provided, they will be used as follows:

• FamilyName (Last Name): This will be set to last_name if present, or nil if not.
• PrimaryEmailAddr (Email Address): This will be set to email if present, or nil if not.
• GivenName (First Name): This field is mandatory and will be set as follows:
  • first_name if present.
  • last_name if first_name is not present.
  • email if neither first_name nor last_name is present.

Handling Duplicates

To avoid duplicate name errors, the integration includes a unique identifier in the DisplayName field:

• If a duplicate name is detected, the DisplayName will be set to "first_name last_name (customer)".

Example

Consider the following examples for better understanding:

1. Complete Information:

   • First Name: John
   • Last Name: Doe
   • Email Address:
   • Result:
     • FamilyName: Doe
     • PrimaryEmailAddr:
     • GivenName: John

2. Missing First Name:

   • First Name: (nil)
   • Last Name: Doe
   • Email Address:
   • Result:
     • FamilyName: Doe
     • PrimaryEmailAddr:
     • GivenName: Doe

3. Missing Last Name and First Name:

   • First Name: (nil)
   • Last Name: (nil)
   • Email Address:
   • Result:
     • FamilyName: (nil)
     • PrimaryEmailAddr:
     • GivenName:

Avoiding Duplicate Names

To ensure unique customer records, if a duplicate name is detected, the following format is used for DisplayName:

• Format: "first_name last_name (customer)"

For example, if "John Doe" already exists, the new record will be created as "John Doe (customer)".

This customer creation process in Tithely's QuickBooks Online integration ensures that transactions are accurately recorded with the correct customer information, minimizing errors and maintaining data integrity.