{"id":4901,"date":"2021-08-24T09:33:16","date_gmt":"2021-08-24T09:33:16","guid":{"rendered":"https:\/\/techmarbles.com\/docs\/woocommerce-netsuite-integration\/customer-sync-conditional-mapping\/"},"modified":"2026-05-26T10:03:12","modified_gmt":"2026-05-26T10:03:12","slug":"customer-sync-conditional-mapping","status":"publish","type":"docs","link":"https:\/\/techmarbles.com\/products\/docs\/woocommerce-netsuite-integration\/customer-sync-conditional-mapping\/","title":{"rendered":"Customer Sync &amp; Field Conditional Mappings"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Customer Exports (WooCommerce \u2192 NetSuite)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Configure under <strong>NetSuite Integration \u2192 Customer Settings<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">General settings<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Setting<\/th><th>What it does<\/th><\/tr><\/thead><tbody><tr><td><strong>Enable Customer Sync<\/strong><\/td><td>Syncs customers when they register, update their info, or place an order.<\/td><\/tr><tr><td><strong>Sync These User Roles<\/strong><\/td><td>Choose which roles sync (select <strong>Customer<\/strong> so shoppers sync; add others as needed).<\/td><\/tr><tr><td><strong>Send Customers as Company<\/strong><\/td><td>Sends the customer to NetSuite as a <strong>company entity<\/strong> (see <em>Company Account Sync<\/em> below).<\/td><\/tr><tr><td><strong>Is NetSuite Customer Entity ID auto generated?<\/strong><\/td><td>When enabled, WooCommerce does <strong>not<\/strong> send an Entity ID and NetSuite auto-generates it. When disabled, the customer&#8217;s <strong>email<\/strong> is used as the Entity ID.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"657\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Customer-Export-1-1024x657.png\" alt=\"\" class=\"wp-image-9185\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Customer-Export-1-1024x657.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Customer-Export-1-300x192.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Customer-Export-1-768x493.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Customer-Export-1-1536x985.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Customer-Export-1-2048x1314.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Company Account Sync (B2B)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">With <strong>Send Customers as Company<\/strong> enabled, you choose how it applies:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>All customers as company<\/strong>, or<\/li>\n\n\n\n<li><strong>Only when the billing address has a company name<\/strong> (ideal for mixed B2C\/B2B stores).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The company name is taken from the <strong>billing company<\/strong>; if none is present, the customer&#8217;s <strong>first + last name<\/strong> are combined and sent as the company name. Enable <strong>company-based search<\/strong> (and email search) so the plugin finds an existing record before creating one, preventing duplicates.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> This sends the shopper <strong>as a company-type customer record<\/strong>. Creating separate Contact records <em>beneath<\/em> a company is <strong>not<\/strong> part of the current release.<\/p>\n<\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\">Field Conditional Mappings \u2014 three operations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Conditional mapping pushes extra\/standard values onto the NetSuite customer without code.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Operation 1 \u2014 Map NetSuite Field to Fixed Value <em>Based on WC Field Value<\/em> (condition-based)<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>WC Field Source:<\/strong> Customer Field (built-in fields + custom meta key)<\/li>\n\n\n\n<li><strong>Customer Field:<\/strong> the WooCommerce field to test<\/li>\n\n\n\n<li><strong>Where:<\/strong> <em>IS<\/em>, <em>IS NOT<\/em>, <em>CONTAINS<\/em>, <em>DOES NOT CONTAIN<\/em><\/li>\n\n\n\n<li><strong>WC Field Value:<\/strong> value to compare (e.g. <em>WHERE Shipping State IS VIC<\/em>)<\/li>\n\n\n\n<li><strong>Attribute Type:<\/strong> Default or Custom NetSuite field<\/li>\n\n\n\n<li><strong>NS Field Type:<\/strong> data type (custom fields only)<\/li>\n\n\n\n<li><strong>NS Field<\/strong> and <strong>NS Field Value:<\/strong> the target field and value<\/li>\n\n\n\n<li>Save.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"495\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Conditional-Fixed-Value-Customer-1-1024x495.png\" alt=\"\" class=\"wp-image-9186\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Conditional-Fixed-Value-Customer-1-1024x495.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Conditional-Fixed-Value-Customer-1-300x145.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Conditional-Fixed-Value-Customer-1-768x371.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Conditional-Fixed-Value-Customer-1-1536x743.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Conditional-Fixed-Value-Customer-1.png 2006w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Operation 2 \u2014 Map NetSuite Field to Fixed Value<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Attribute Type:<\/strong> Default or Custom<\/li>\n\n\n\n<li><strong>NS Field:<\/strong> e.g. <code>subsidiary (RecordRef)<\/code><\/li>\n\n\n\n<li><strong>NS Field Value:<\/strong> the internal ID from NetSuite<\/li>\n\n\n\n<li>Save. <em>(Same procedure for custom fields.)<\/em><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"352\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Fixed-Value-Customer-1-1024x352.png\" alt=\"\" class=\"wp-image-9187\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Fixed-Value-Customer-1-1024x352.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Fixed-Value-Customer-1-300x103.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Fixed-Value-Customer-1-768x264.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Fixed-Value-Customer-1-1536x528.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Fixed-Value-Customer-1.png 2018w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Operation 3 \u2014 Map NetSuite Field to WC Field<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>WC Field Source:<\/strong> Customer Field<\/li>\n\n\n\n<li><strong>Attribute Type:<\/strong> Default or Custom<\/li>\n\n\n\n<li><strong>NS Field:<\/strong> e.g. <code>postcode<\/code> (string)<\/li>\n\n\n\n<li><strong>Prefix to append:<\/strong> optional (e.g. PIN &#8211; )<\/li>\n\n\n\n<li><strong>Customer Field:<\/strong> the WooCommerce field to read<\/li>\n\n\n\n<li>Save.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"496\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/WOO-Field-Customer-1-1024x496.png\" alt=\"\" class=\"wp-image-9188\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/WOO-Field-Customer-1-1024x496.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/WOO-Field-Customer-1-300x145.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/WOO-Field-Customer-1-768x372.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/WOO-Field-Customer-1-1536x744.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/WOO-Field-Customer-1.png 2014w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Customer Import (NetSuite \u2192 WooCommerce)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Import existing NetSuite customers into WooCommerce as WordPress users. Like product import, this works over your existing <strong>NetSuite REST Web Services<\/strong> connection (configured in <em>General Settings<\/em>).<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Setting<\/th><th>What it does<\/th><\/tr><\/thead><tbody><tr><td><strong>Customer types<\/strong><\/td><td>Import <strong>individuals<\/strong>, <strong>companies<\/strong>, or <strong>both<\/strong>.<\/td><\/tr><tr><td><strong>Filter field<\/strong><\/td><td>Optionally import only records flagged in NetSuite (e.g. a &#8220;sync to web&#8221; custom field).<\/td><\/tr><tr><td><strong>Import only modified<\/strong><\/td><td>After the first run, import only changed records.<\/td><\/tr><tr><td><strong>User role<\/strong><\/td><td>Role for imported users (default: <em>Customer<\/em>).<\/td><\/tr><tr><td><strong>Passwords<\/strong><\/td><td>Generate random passwords or map from NetSuite; optionally email the new user.<\/td><\/tr><tr><td><strong>Schedule \/ Import Now<\/strong><\/td><td>Run automatically or on demand.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"698\" src=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Cutomer-import-mappings-1024x698.png\" alt=\"\" class=\"wp-image-9193\" srcset=\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Cutomer-import-mappings-1024x698.png 1024w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Cutomer-import-mappings-300x204.png 300w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Cutomer-import-mappings-768x523.png 768w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Cutomer-import-mappings-1536x1046.png 1536w, https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Cutomer-import-mappings-2048x1395.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Imported data: email, username, name, phone, company, full billing\/shipping addresses, and mapped custom fields.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer Exports (WooCommerce \u2192 NetSuite) Configure under NetSuite Integration \u2192 Customer Settings. General settings Setting What it does Enable Customer Sync Syncs customers when they register, update their info, or place an order. Sync These User Roles Choose which roles sync (select Customer so shoppers sync; add others as needed). Send Customers as Company Sends &#8230; <a title=\"Customer Sync &amp; Field Conditional Mappings\" class=\"read-more\" href=\"https:\/\/techmarbles.com\/products\/docs\/woocommerce-netsuite-integration\/customer-sync-conditional-mapping\/\" aria-label=\"Read more about Customer Sync &amp; Field Conditional Mappings\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4898,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"doc_badge":[],"class_list":["post-4901","docs","type-docs","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Customer Sync &amp; Field Conditional Mappings - TechMarbles Products<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/techmarbles.com\/products\/docs\/woocommerce-netsuite-integration\/customer-sync-conditional-mapping\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customer Sync &amp; Field Conditional Mappings - TechMarbles Products\" \/>\n<meta property=\"og:description\" content=\"Customer Exports (WooCommerce \u2192 NetSuite) Configure under NetSuite Integration \u2192 Customer Settings. 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