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Customer Settings

Customers sync on the basis of email addresses as they are unique for an account. This settings also gives an additional feature of ✨ CONDITIONAL MAPPING(One can map value to NetSuite be it a custom field or a default field of NetSuite based on various operation on Shopify).

Settings in customer settings:
  1. Enable Customer Sync: This feature ensures that the customer syncs to NetSuite when registered, updated or when an order is created by a customer on Shopify.
  2. Send customers as Company: One can even send customers data as a company information on NetSuite if the company name is missing on any customer information it clubs the first name and last name and send it to NetSuite as the Company Name.
*NOTE: Customers and Orders are not synced instantly after they are created or updated a cron runs after every 10 minutes to sync the data to NetSuite.

✨Conditional Mapping Feature:

This feature allows you to map NetSuite data like currencies, subsidiary, custom form, sales rep, classes or any other NetSuite field be it a default or custom field to a fixed value or a value of a Shopify field without any help from the support team.

Operation
1. Map NetSuite Field to Fixed Value Based on Shopify Field Value

Map NetSuite Field to Fixed Value Based on Shopify Field Value With this operation you can set a condition that if a Shopify Field has a certain value then you can send a fixed value to NetSuite Field.

Shopify Field Source

This field contains customer and order related fields which are used to map the values to NetSuite. It provides us a predefined list of customers and orders that can be mapped and also the options to insert meta keys to get customer and order related data.

Customer/Order Field

Select the Shopify field from the drop down based on which you want to set a condition for mapping.

Customer/Order Meta Field

Enter the meta key of the value for which you want to set a condition for mapping.

Where

Here you can select the condition type.

We have 4 types of condition:

IS

IS NOT

CONTAINS

DOES NOT CONTAINS

Shopify Field Value

Enter the value that you want to check corresponding to the Customer/Order Field or the Customer/Order Meta Field.

Attribute Type

Select an option for the field type you have on NetSuite to which you want to sync the value such as Default NetSuite Field or Custom NetSuite Field.

NS Field Type

For Custom NetSuite Field please select the type of the custom field such as string, boolean, select or any of the types.

NS Field

Select the NetSuite Field ID from the drop down list or enter the NetSuite Field ID if it’s a custom field to which you want to map the fixed value based on Shopify field value.

NS Field Value

Enter the fixed value that you want to sync on NetSuite.

2. Map NetSuite Field to Fixed Value

In this operation you can send any Fixed Value to NetSuite Field.

Attribute Type

Select an option for the field type you have on NetSuite to which you want to sync the value such as Default NetSuite Field or Custom NetSuite Field.

NS Field Type

For Custom NetSuite Field please select the type of the custom field such as string, boolean, select or any of the types.

NS Field

Select the NetSuite Field ID from the drop down list or enter the NetSuite Field ID if it’s a custom field to which you want to map the fixed value based on Shopify field value.

NS Field Value

Enter the fixed value that you want to sync on NetSuite.

3. Map NetSuite Field to Shopify Field

In this operation you can map any Shopify Field value to NetSuite Field. Also you can add a prefix to append with Shopify value.

Shopify Field Source

This field contains customer and order related fields which are used to map the values to NetSuite. It provides us a predefined list of customers and orders that can be mapped and also the options to insert meta keys to get customer and order related data.

NS Field

Select the NetSuite Field ID from the drop down list or enter the NetSuite Field ID if it’s a custom field to which you want to map the fixed value based on Shopify field value.

Prefix to append

Prefix could be added to Shopify value synced to NetSuite through this field.

Customer Field

Select the Shopify Field whose value you want to sync to NetSuite.

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