Sync Squarespace Orders to QuickBooks Online Sales Receipts (Make.com)

1. **Initialize Squarespace Trigger**: Create a new Scenario. Add the **Squarespace** module and select the 'Watch Orders' trigger. Create a connection using your Squarespace API Key. 2. **Configure Webhook**: Set the 'Order Status' to 'Pending' or 'Fulfilled' depending on your revenue recognition policy. 3. **Search for Customer**: Add a **QuickBooks Online** 'Search Customers' module. Use the filter `PrimaryEmailAddr = {{1.customerEmail}}` to check if the user already exists. 4. **Add a Router**: Place a Router after the search module to handle 'New' vs 'Existing' customers. 5. **Customer Path A (New)**: Set a filter for the top path: `Total number of bundles EQUAL TO 0`. Add a 'Create a Customer' module mapping name and email from Squarespace. 6. **Customer Path B (Existing)**: Set a filter for the bottom path: `Total number of bundles GREATER THAN 0`. Use the 'Update a Customer' module to ensure billing addresses are current. 7. **Map Line Items**: Add the 'Create a Sales Receipt' module. Since Squarespace orders may contain multiple items, use the **Iterator** module if you have complex orders, or map the first line item using the `map()` function for simple sales. 8. **Select Income Account**: In the Sales Receipt module, manually select the 'Deposit To Account' (e.g., Undeposited Funds) and the 'Income Account' based on your Chart of Accounts. 9. **Handle Taxes**: Map the `taxTotal` from Squarespace to the QuickBooks `TaxCodeRef` field. Note: You may need a **Switch** function to map Squarespace tax names to QuickBooks internal IDs. 10. **Error Handling**: Right-click the QuickBooks module and select 'Add error handler'. Choose the **Break** directive to store the execution and retry later if the QuickBooks API is temporarily down.

| Squarespace Field | QuickBooks Field | Make.com Transformation/Syntax | Requirement | | :--- | :--- | :--- | :--- | | `customerEmail` | `PrimaryEmailAddr` | `{{lower(1.customerEmail)}}` | Required | | `lineItems[].productName` | `Line: Description` | `{{1.lineItems[].productName}}` | Required | | `grandTotal` | `TotalAmt` | `{{1.grandTotal / 100}}` (if cents) | Required | | `billingAddress.address1` | `BillAddr: Line1` | `{{1.billingAddress.address1}}` | Optional | | `orderNumber` | `DocNumber` | `SQ-{{1.orderNumber}}` | Optional | | `createdOn` | `TxnDate` | `{{formatDate(1.createdOn; "YYYY-MM-DD")}}` | Required |

- **Currency Multipliers**: Squarespace may pass values in cents (e.g., 1000 for $10.00). Use the `{{divide(value; 100)}}` math function in Make to avoid inflated revenue. - **Rate Limiting**: QuickBooks Online API has a limit of 100 requests per minute. Use the 'Number of Bundles' setting in your Squarespace module to throttle large historical syncs. - **Tax Mapping**: QuickBooks requires specific internal IDs for Tax Codes, not just strings like 'Sales Tax'. Use a **Lookup Table** (using the `switch` function) to map Squarespace tax names to QuickBooks IDs. - **Bundle Execution**: If an order has 5 items but you don't use an Iterator, only the first item will sync. Always use an **Iterator** --> **Aggregator** pattern for multi-item orders.

- [ ] Run the Squarespace module once using 'Choose manual' to select a past order for testing. - [ ] Check the 'Search Customers' output to ensure the filter logic identifies existing records. - [ ] Verify the Sales Receipt in QuickBooks contains the correct 'SQ-' prefix in the DocNumber. - [ ] Confirm the 'Income Account' selected in the module matches your CPA's preferred ledger. - [ ] Review the 'Execution History' in Make.com to ensure no operations failed due to data type mismatches (Strings vs. Numbers).