Customer Sync & Field Conditional Mappings

Estimated reading: 3 minutes

Customer Exports (WooCommerce → NetSuite)

Configure under NetSuite Integration → Customer Settings.

General settings

SettingWhat it does
Enable Customer SyncSyncs customers when they register, update their info, or place an order.
Sync These User RolesChoose which roles sync (select Customer so shoppers sync; add others as needed).
Send Customers as CompanySends the customer to NetSuite as a company entity (see Company Account Sync below).
Is NetSuite Customer Entity ID auto generated?When enabled, WooCommerce does not send an Entity ID and NetSuite auto-generates it. When disabled, the customer’s email is used as the Entity ID.

Company Account Sync (B2B)

With Send Customers as Company enabled, you choose how it applies:

  • All customers as company, or
  • Only when the billing address has a company name (ideal for mixed B2C/B2B stores).

The company name is taken from the billing company; if none is present, the customer’s first + last name are combined and sent as the company name. Enable company-based search (and email search) so the plugin finds an existing record before creating one, preventing duplicates.

Note: This sends the shopper as a company-type customer record. Creating separate Contact records beneath a company is not part of the current release.

Field Conditional Mappings — three operations

Conditional mapping pushes extra/standard values onto the NetSuite customer without code.

Operation 1 — Map NetSuite Field to Fixed Value Based on WC Field Value (condition-based)

  • WC Field Source: Customer Field (built-in fields + custom meta key)
  • Customer Field: the WooCommerce field to test
  • Where: IS, IS NOT, CONTAINS, DOES NOT CONTAIN
  • WC Field Value: value to compare (e.g. WHERE Shipping State IS VIC)
  • Attribute Type: Default or Custom NetSuite field
  • NS Field Type: data type (custom fields only)
  • NS Field and NS Field Value: the target field and value
  • Save.

Operation 2 — Map NetSuite Field to Fixed Value

  • Attribute Type: Default or Custom
  • NS Field: e.g. subsidiary (RecordRef)
  • NS Field Value: the internal ID from NetSuite
  • Save. (Same procedure for custom fields.)

Operation 3 — Map NetSuite Field to WC Field

  • WC Field Source: Customer Field
  • Attribute Type: Default or Custom
  • NS Field: e.g. postcode (string)
  • Prefix to append: optional (e.g. PIN – )
  • Customer Field: the WooCommerce field to read
  • Save.

Customer Import (NetSuite → WooCommerce)

Import existing NetSuite customers into WooCommerce as WordPress users. Like product import, this works over your existing NetSuite REST Web Services connection (configured in General Settings).

SettingWhat it does
Customer typesImport individuals, companies, or both.
Filter fieldOptionally import only records flagged in NetSuite (e.g. a “sync to web” custom field).
Import only modifiedAfter the first run, import only changed records.
User roleRole for imported users (default: Customer).
PasswordsGenerate random passwords or map from NetSuite; optionally email the new user.
Schedule / Import NowRun automatically or on demand.

Imported data: email, username, name, phone, company, full billing/shipping addresses, and mapped custom fields.