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Customer Sync & Conditional Mapping

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:

  1. 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.
  2. Sync These User Roles: Users can select the Roles they want to sync on NetSuite such as Customers, Administrators, Shop Manager, Subscriber etc.
    Note* – This is a multi select field so you can select multiple roles at a time.
  3. Send customers as Company: One can even send customers data as of 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:

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 –

  • WC Field Source
    This contains customer related fields which are used to map the values to NetSuite. It provides us a pre-defined list of customers that can be mapped and also the option to insert meta keys to get customer related data.
  • Customer Field
    Select the WC field from the drop down based on which you want to set a condition for mapping.
  • Where
    Here you can select the condition type. We offer 4 types of conditions:
    IS
    IS NOT
    CONTAINS
    DOES NOT CONTAINS
  • WC Field Value
    Enter the value that you want to check corresponding to the Customer field or Customer meta field.
  • Attribute Type
    Here you can choose whether the field you are maping is a Default NetSuite field or Custom NetSuite Field.
  • 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.
  • NS Field
    Select the name of the field from dropdown list if it’s a default field or enter the NetSuite Field name if it’s a custom field.
  • 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 –

  • Attribute Type
    Here you can choose whether the field you are maping is a Default NetSuite field or Custom NetSuite Field.
  • NS Field
    Select the name of the field from dropdown list if it’s a default field or enter the NetSuite Field name if it’s a custom field.
  • 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 –

  • WC Field Source
    This contains customer related fields which are used to map the values to NetSuite. It provides us a pre-defined list of customers that can be mapped and also the option to insert meta keya to get customer related data.
  • Attribute Type
    Here you can choose whether the field you are maping is a Default NetSuite field or Custom NetSuite Field.
  • NS Field
    Select the name of the field from dropdown list if it’s a default field or enter the NetSuite Field name if it’s a custom field.
  • Prefix to append
    Here you can enter any value to want to sync with the respected field. Leave blank if none.
  • 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 next articles.

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