Customer Name conflicts can arise if multiple WA customers exist with same name (and different email address) #112
Labels
enhancement
New feature or request
minor-update
Estimated as a minor change - suggest bundling with other minor changes
Milestone
Identified by IUVA.
Root issues:
Quickbooks and WildApricot, have chosen to use different unique keys for Customer Name. WildApricot uses Email. Quickbooks uses Display Name. To find the QBO customer we use Display Name, since that is the unique key that the destination system (Quickbooks) uses.
In a scenario where multiple customers exist in WA with the same name, but different email address, QBWA will use the first/original customer for posting QBO invoices. If it is truly a 2nd person (and not just a different email for the same person), it can result in all the invoices/payments being posted under a single QBO customer.
Workaround:
Use WA ID as part of the "Quickbooks Display Name". This ensures they remain unique. This is supported today. Example: "{Display Name}-{User Id}" can be used for the QBWA config for Quickbooks Display Name format.
Downside: all QBO names include user IDs. Also, may require clean-up/data conversion if this convention is not already used.
If the workaround is not acceptable to a client, a feature may need to be developed. Components/considerations of the potential feature:
NOTE: An alternate approach to use a custom QBO field to hold the WA User ID is also possible. See issue #82 However, there are limitations to the number of custom fields in QBO; some clients may have already used their limit. Additionally, this increases the complexity of implementation and data conversion as the custom field would need to be created AND any existing QBO customer records would need to be updated with the WA User ID.
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