ConnectIt may perform up to four steps when trying to match the QuoteWerks Company details to a Sage Customer account. ConnectIt will only move on to the next step if the Customer account was not found in the current step.
The steps are as follows:
1. If the Sage Customer Account Reference is in QuoteWerks configuration option is ticked then ConnectIt will perform a case insensitive search of the selected QuoteWerks custom field to the Account Reference field in Sage.
2. ConnectIt performs a case sensitive Fast Find full text search, matching the appropriate QuoteWerks ShipTo / SoldTo / BillTo Company Name to a Sage Customer Name.
3. ConnectIt performs a case insensitive sequential full text search, matching the appropriate QuoteWerks ShipTo / SoldTo / BillTo Company Name to a Sage Customer Name.
4. ConnectIt performs a case insensitive sequential partial text search, matching the ‘n’ characters of the appropriate QuoteWerks ShipTo / SoldTo / BillTo Company Name to a Sage Customer Name.
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