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 WordPress).
Options in customer settings:
- Enable Customer Sync: This feature ensures that the customer syncs to NetSuite when registered, information is updated or when an order is created by a customer on WordPress.
- Sync These User Roles: Users can select the Roles they want to sync on NetSuite such as Customers, Administrators, Shop Manager, Subscriber etc.
- This is a multi select field so you can select multiple roles at a time.
- 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.
Conditional mapping feature:
This feature allows you to map NetSuite data like currencies, subsidiary, custom form, sales rep, classes or any other NetSuite field from WC be it a fixed value or a value of a WC field without any help from the support team.
Operation
- Map NetSuite field to fixed value based on wc field value With this operation you can set a condition that if a WC Field has a certain value then you can send a fixed value to NetSuite Field.
WC 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 WC 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
WC 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 WC 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 WC field value.
NS Field Value
Enter the fixed value that you want to sync on NetSuite.
3. Map NetSuite field to WC field
In this operation you can map any WC Field value to NetSuite Field. Also you can add a prefix to append with WC value.
WC 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 WC field value.
Prefix to append
Prefix could be added to WC value synced to NetSuite through this field.
Customer field
Select the WC Field whose value you want to sync to NetSuite.