Customers (Customers) Import Field Mapping Definition
The Customers (Customers) import workflow includes one mapping group:
-
Customer [Integration point:
CUSTOMER_TO_CUSTOMER
] — See Customer Mapping Group Tab.
Customer Mapping Group Tab
Use the Customer mapping group to map information on customer records in OpenAir with information on customer records in NetSuite. The mapping group supports filters.
For reference information and best practice guidelines, review the following topics:
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References — Overview of record types in OpenAir and NetSuite with links to the relevant reference material for information about fields available for mapping.
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Default and Custom Filters — Overview of default filters and how to modify the default behavior, and custom filters. Custom filters are supported for this mapping group.
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Default Field Mappings — Overview of default field mapping definitions including notes and best practice guidelines where relevant. Information imported by default includes company name, email, address and currency. Filters are supported.
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Additional Field Mappings — Best practice guidelines for custom field mapping definitions in this mapping group.
References
The following table gives reference information about the records and fields available for custom field mapping definition with links to the relevant reference material. See also Schema Reference Documentation.
NetSuite Record type [ |
OpenAir Record Type [ |
Mapping Group [ |
---|---|---|
Customer [ Schema: Customer (2020.1)|Customer (2023.1) XSD: |
Customer [ Data Dictionary: customer |
Customer [ |
The Customer
SOAP object is used for customer, lead, and prospect records. This is determined by the property Customer.stage
with the value _customer
, _lead
, or _prospect
.
Default and Custom Filters
By default, customer records are imported from NetSuite into OpenAir if the following conditions are all met:
-
The Inactive box is NOT checked on the customer record in NetSuite.
-
The Export to OpenAir [
custentity_oa_export_to_openair
] box is checked on the customer record in NetSuite. You can modify this behavior — See Disable Export to OpenAir filtering for employees in NetSuite integration. -
The Stage is set to “Customer” [
_customer
] on the customer record in NetSuite. You can modify this behavior to import leads and prospects — See Include NetSuite leads marked 'Export to OpenAir' in the customers import and Include NetSuite prospects marked 'Export to OpenAir' in the customers import.
Custom filters are supported for this mapping group. For more information about adding filter conditions, see Using Filters and Filter Definition.
Default Field Mappings
The following table describes the default field mapping definitions for the Customer mapping group tab.
NetSuite Field |
D |
OpenAir Field |
Notes |
---|---|---|---|
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When you import a new customer record from NetSuite into OpenAir, OpenAir stores the internal ID of the NetSuite customer in the NetSuite Customer ID [ |
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By default, lead and prospect records are imported into OpenAir as customers (customer records of type “C”). To import lead and prospect records into OpenAir as prospects, use a custom field mapping definition to set the |
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— |
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If the Company Name field is empty on the NetSuite customer record, the Company field on the OpenAir record is set to the NetSuite Customer ID value. |
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— |
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Multiple addresses — If multiple addresses exist for the customer in NetSuite, the first address in the Address sublist is imported into OpenAir. |
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See above |
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See above |
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See above |
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See above |
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[Initial Only] By default, the Active box is checked when the Customers (Customers) import workflow creates a new customer record in OpenAir. If the Inactive box is checked on the customer record in NetSuite, OpenAir NetSuite Connector does not import the customer into OpenAir — the record is excluded from the integration.
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Active and visible only if the Multicurrency feature is enabled for your OpenAir account. Multiple currency — The primary currency on the NetSuite customer record imports to the Currency field on the customer record in OpenAir. If the Multiple Currency features is enabled for your NetSuite account, you can import currency information for customers and projects from NetSuite into OpenAir, and the integration supports transactions in currencies other than your base currency.
Note:
Integration support for multiple currency customers is added when you install NetSuite OpenAir SRP Integration bundle 369637 (previously 2851) 1.31 or later version. For more information about multiple currency customers in NetSuite, see Customers and Multiple Currencies (external link to NetSuite SuiteAnswers | Answer ID: 18856). |
Features controlled by the following workflow settings add additional information associated with the customer when creating or updating a customer using the Customers (Customers) import workflow. For more information, see the settings descriptions.
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Map NetSuite customer class to customer hierarchy — Can be used to import customer class information as a hierarchy node associated with the customer.
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Map NetSuite customer department to customer hierarchy — Can be used to customer project department information as a hierarchy node associated with the customer.
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Map NetSuite customer location to customer hierarchy — Can be used to import customer location information as a hierarchy node associated with the customer.
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Map NetSuite customer subsidiary to customer hierarchy— Can be used to import customer subsidiary information as a hierarchy node associated with the customer.
Additional Field Mappings
Review the following guidelines
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You should contact your OpenAir Professional Services representative if you need to make changes to your integration configuration and field mapping definitions.
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For advanced mapping usage and best practice guidelines, see Advanced Field Mapping Definition.
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Familiarize yourself with the NetSuite and OpenAir technical documentation before attempting to set field mapping definitions using the advanced notation — See Schema Reference Documentation.
The following table describes additional field mapping definitions for the Customer mapping group tab that may be required or useful in some cases.
NetSuite Field |
D |
OpenAir Field |
Notes |
---|---|---|---|
|
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By default, lead and prospect records are imported into OpenAir as customers (customer records of type “C”). To import lead and prospect records into OpenAir as prospects, for example, use a custom field mapping definition to set the |