Contacts (Contacts) Import Field Mapping Definition
The Contacts (Contacts) import workflow includes one mapping group:
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Contact [Integration point:
CONTACT_TO_CONTACT
] — See Contact Mapping Group.
Contact Mapping Group
Use the Contact mapping group to map information on the OpenAir contact record with information on the NetSuite contact record. 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 Field Mappings — Overview of default filters and how to modify the default behavior.
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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 customer internal ID, contact name, email, telephone, and address. Filters are supported.
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Additional Field Mapping — Best practice guidelines for custom field mapping definitions.
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 [ |
---|---|---|
Contact [ Schema: Contact (2020.1)|Contact (2023.1) XSD: |
Contact [ |
Contact [ |
Default and Custom Filters
By default, contact records are imported from NetSuite into OpenAir if the following conditions are all met:
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The Inactive box is NOT checked on the contact record in NetSuite.
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An OpenAir customer record exists matching the customer associated with the contact record in NetSuite, or the customer associated with the project associated with the contact record, if the Import all NetSuite contacts associated with NetSuite projects marked 'Export to NS OpenAir' box is checked on the OpenAir NetSuite Connector administration from .
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The Export to OpenAir [
custentity_oa_export_to_openair
] box is checked on the contact record in NetSuite. You can modify this behavior to:-
Import all contacts associated with customers you import from NetSuite into OpenAir by checking the following box on the OpenAir NetSuite Connector administration form: Import all NetSuite contacts associated with NetSuite customers marked 'Export to NS OpenAir'. The Export to OpenAir [
custentity_oa_export_to_openair
] box is checked on the customer record associated with the contact in NetSuite. -
Import all contacts associated with projects you import from NetSuite into OpenAir by checking the following box on the OpenAir NetSuite Connector administration form: Import all NetSuite contacts associated with NetSuite projects marked 'Export to NS OpenAir'. The Export to OpenAir [
custentity_oa_export_to_openair
] box is checked on the project record associated with the contact in NetSuite.
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Custom filters are not supported for this mapping group.
Default Field Mappings
The following table describes the default field mapping definitions for the Contact mapping group tab.
NetSuite Field |
D |
OpenAir Field |
Notes |
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Not visible on field mapping definition table When you import a new contact record from NetSuite into OpenAir, OpenAir stores the internal ID of the NetSuite contact in the NetSuite Contact ID [ |
Looked up OpenAir field value — |
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OpenAir NetSuite Connector looks up the internal ID of the OpenAir customer record matching the NetSuite customer entity associated with the contact in NetSuite. Contact records are not imported if matching associated customer records do not exist in OpenAir and NetSuite. |
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[Initial Only] By default, the Active box is checked when the Contacts (Contacts) import workflow creates a new contact record in OpenAir. If the Inactive box is checked on the contact record in NetSuite, OpenAir NetSuite Connector does not import the contact into OpenAir — the record is excluded from the integration. Inactive / Active contacts — If the Inactive box is checked on the contact record in NetSuite, OpenAir NetSuite Connector does not import the contact into OpenAir; the record is excluded from the integration.
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Address — Contact addresses are not stored in the |
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See above |
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See above |
Additional Field Mapping
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.
Review the following guidelines:
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The contact entity form in OpenAir includes the Copy customer address box. This is not a field but UI logic to populate the address fields with the current values from the customer record. As this is not a field, you cannot set it using field mapping definition when importing a record. However, you could use advanced field mapping definition to lookup the address of the customer associated with the contact in OpenAir and use the values of the customer address fields to set the contact address fields as part of the Contacts (Contacts) import workflow.