Herbal Magic 

Herbal Magic had built a sophisticated ecommerce operation over many years. Selling supplements throughout both Canada and the United States, they relied on QuickBooks as the financial backbone of their business while Shopify handled online sales.

As the business grew, so did the complexity of their accounting workflows.

They needed to:

• Correctly map Canadian and U.S. taxes for products, shipping, and discounts.
• Maintain more than 120 custom accounting mappings.
• Track sales commissions for every order.
• Assign each order to the correct sales representative based on Shopify order tags.
• Manage inventory locations, lots, and bins within QuickBooks Enterprise.
• Support bundled products whose selling prices differed between Shopify and QuickBooks.

Generic integration tools couldn't accommodate these requirements without extensive custom development.

Connex automated Herbal Magic's complex Shopify and QuickBooks workflows by:

• Configuring 120+ custom mappings for products, shipping, discounts, and tax rules across Canada and the United States.
• Automatically assigning sales representatives to orders based on Shopify order tags, allowing QuickBooks to accurately track commissions.
• Using the Connex Rules Engine to dynamically map inventory sites, lots, and bins based on product SKU—without custom coding.
• Adjusting bundle pricing so transactions in QuickBooks matched the prices customers paid on Shopify, even when bundled product prices differed.
• Supporting Herbal Magic's migration from QuickBooks Enterprise to QuickBooks Online, preserving their existing workflows and Grouped Products without disrupting operations.

Rather than building a custom integration, Herbal Magic used Connex's configurable Rules Engine to automate unique business processes through flexible mapping and business logic. The result was a seamless workflow that continued to support their accounting requirements as their business evolved and they transitioned to QuickBooks Online.

For Herbal Magic, the challenge wasn't simply connecting Shopify to QuickBooks—it was preserving years of carefully built business processes. From sales commission tracking and inventory management to complex tax rules and bundle pricing, they needed a solution that could adapt to their workflow rather than forcing them to change it.

Connex's configurable Rules Engine made that possible. Without custom coding, Herbal Magic automated more than 120 unique mappings, maintained accurate financial records, and seamlessly transitioned from QuickBooks Enterprise to QuickBooks Online while keeping the workflows their business depended on.