Customer Sync & Conditional Mapping

This setting enables the synchronization of customers from WooCommerce to NetSuite. In addition to the default settings, it offers a feature for Conditional Mapping. With Conditional Mapping, you can map all NetSuite customer default and custom fields, such as subsidiary, location, currency, or any other custom field.

Customer Settings

1. General Settings

1. Enable Customer Sync: This feature ensures that customer data is synced with NetSuite whenever a customer registers, updates information, or places an order in WooCommerce.

2. Sync These User Roles: This feature allows you to select which user roles will sync with NetSuite. You can select multiple user roles, but the "Customer" role should be selected to ensure customers are synced. Additional roles can be selected based on your requirements.

3. Send Customers as Company: This feature enables you to send customers as a company customer in NetSuite. It uses the company name from the customer's billing address. If the company name is missing, it combines the first name and last name to send as the company name to NetSuite.

4. Is NetSuite Customer Entity ID Auto-Generated: If this setting is enabled in NetSuite, the entity ID is auto-generated. Consequently, WooCommerce will not send an entity ID with customer data.

Reference link:

NetSuite Applications SuiteOracle Help Center

Conditional mapping feature:

This feature allows you to map NetSuite data like currencies, subsidiaries, custom forms, sales reps, 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

This is the first field you will see when you commence mapping the fields to NetSuite. The operation can be any of the following based on your requirements.

1. 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. And if you choose this operation the fields further will be visible as follows –

1. WC Field Source This contains customer related fields that are used to map the values to NetSuite. It provides us with a pre-defined list of customers that can be mapped and also the option to insert meta keys to get customer-related data.

2. Customer Field Select the WC field from the drop-down based on which you want to set a condition for mapping.

3. Where Here you can select the condition type. We offer 4 types of conditions:

   1. IS

   2. IS NOT

   3. CONTAINS

   4. DOES NOT CONTAINS

4. WC Field Value Enter the value that you want to check corresponding to the Customer field or Customer meta field.

5. Attribute Type Here you can choose whether the field you are mapping is a Default NetSuite field or Custom NetSuite Field.

6. NS Field Type Select the type of custom field such as String, Boolean etc.

Note*- You will only see this field for your custom NetSuite fields and not for the default ones.

1. NS Field Select the name of the field from the dropdown list if it’s a default field or enters the NetSuite Field name if it’s a custom field.

2. NS Field Value Enter the value of the Netsuite field by simply inspecting that in your NetSuite.

2. Map NetSuite Field to Fixed Value :

In this operation, you can send any Fixed Value to the desired Netsuite Field. And if you choose this operation the fields further will be visible as follows –

1. Attribute Type Here you can choose whether the field you are mapping is a Default NetSuite field or Custom NetSuite Field.

2. NS Field Select the name of the field from the dropdown list if it’s a default field or enters the NetSuite Field name if it’s a custom field.

3. NS Field Value Enter the value of the Netsuite field by simply inspecting that in your NetSuite.

3. Map NetSuite Field to WC Value :

In this operation, you can send any Fixed Value to the desired Netsuite Field. And if you choose this operation the fields further will be visible as follows –

1. WC Field Source This contains customer related fields that are used to map the values to NetSuite. It provides us with a pre-defined list of customers that can be mapped and also the option to insert a meta key to get customer-related data.

2. Attribute Type Here you can choose whether the field you are mapping is a Default NetSuite field or Custom NetSuite Field.

3. NS Field Select the name of the field from the dropdown list if it’s a default field or enters the NetSuite Field name if it’s a custom field.

4. Prefix to append Here you can enter any value to want to sync with the respected field. Leave blank if none.

5. Customer Field Select the WC field from the drop-down based on which you want to set a condition for mapping.

Note* – Refer to the screenshots attached in the next articles.