Customer Mappings Setup for NetSuite Integration

Creating customer mappings is essential for ensuring that order fields related to customers are accurately represented in your NetSuite environment. This process primarily impacts new customers and serves to enhance data integration between the sales channel and NetSuite.

Steps to Create or Edit Customer Mappings:

1. Log In: Access the FarApp interface by logging in at app.farapp.com.
2. Select Connector: Choose the appropriate connector alongside the relevant account for your configurations.
3. Navigate to Mappings: Go to Mappings and select Orders from the menu options.
4. Customer Tab: Click on the Customer tab to view existing mappings for your channel or account.
5. Add Mapping: Click on Add Mapping to initiate a new mapping configuration.
6. NetSuite Field Selection: From the NetSuite Field list:
   • Choose a standard NetSuite field from the displayed options.
   • For custom fields, select Custom Field and specify the field ID (custom field IDs should start with custentity). Refer to your internal identifiers for correct field IDs.
7. Finalize Mapping: Click Add Mapping, then Close to save the new entry. The mapping will appear at the bottom of the existing mappings list.
8. Map Types: Locate your mapping and select a Mapping Type from the dropdown:
   • Fixed: Use a constant value.
   • Order Header: Map using details pulled from an order.
   • Order Header With Translation: Specify values based on conditions like 'if this, then that'.
   • Logic: Implement for complex mapping scenarios.
9. Field/Fixed Value Selection: Select the corresponding field or constant value in the appropriate column, which varies by the mapping type chosen:
   • For Fixed: Enter a constant.
   • For Order Header: Select from the list of header values.
   • For Order Header With Translation: Set mappings through the additional interface to define how values correspond.
10. Save Changes: Once all mappings are configured, ensure to click Save to finalize your setup.

Important Notes:

• These mappings are relevant only for new customers; existing customer configurations will remain unchanged.
• Understanding how to utilize internal IDs and field IDs is crucial to successful data integration and communication between FarApp and NetSuite.

Who This Affects

• Administrators: Responsible for configuring customer mappings.
• Developers: May need to understand mapping logic for customization and integration.
• CRM teams: Will benefit from accurate customer data in NetSuite for improved customer insights.

Key Takeaways

• Customer mappings facilitate accurate data representation for new customers in NetSuite.
• Various mapping types provide flexibility depending on business requirements.
• Understanding internal and field IDs is essential for successful integration.