Customer Sync & Field Conditional Mappings

Open Customers Settings. There are two areas: Customer Export (Shopify → NetSuite) and Customer Import (NetSuite → Shopify).

Customer Export Settings (Shopify → NetSuite)

Setting	What it does
Customer sync	Sync Shopify customers to NetSuite on signup, update, or order.
Sync as company	Create the customer in NetSuite as a company entity (B2B).
Allow phone based search	Match existing NetSuite customers by phone (in addition to email) to avoid duplicates. You can also match company customers by email domain.
Auto generation enabled on NetSuite Customer Entity ID	Let NetSuite auto-generate the Entity ID (leave off to send your own).
Disable customer update	Create customers but never overwrite existing NetSuite records.

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Customer Import Settings (NetSuite → Shopify)

Setting	What it does
Sync customer	Import NetSuite customers into Shopify.
Sync Company	Import NetSuite companies as Shopify B2B companies.
Customer update	Update existing Shopify customers when they change in NetSuite.

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Conditional Mapping — three operations

Map standard or custom NetSuite fields without code:

• Based on Fixed Value — always send a fixed value to a NetSuite field (e.g. subsidiary).

• Based on Shopify Field — copy a Shopify field into a NetSuite field (with optional prefix).

• Fixed Value Based on Shopify Value — apply a value only when a Shopify field matches a condition (IS / IS NOT / CONTAINS / DOES NOT CONTAIN).