1. NetSuite Integration
  2. Importing Data From NetSuite Into SuiteProjects Pro
  3. Customers (Customers) Import Workflow
  4. Customers (Customers) Import Workflow Settings
  5. Skip merge of matching customers with NetSuite Internal ID

Skip merge of matching customers with NetSuite Internal ID

When importing NetSuite customers into SuiteProjects Pro, the integration uses the NetSuite ID custom field in SuiteProjects Pro to find the matching SuiteProjects Pro record. If there are no matching results, it uses the Customer ID (customer.entityId) on the NetSuite customer record and the Nickname (Customer.name) on the SuiteProjects Pro customer record to find a matching record with a case-insensitive search. If a NetSuite Customer ID – SuiteProjects Pro Nickname match exists, the integration updates the NetSuite ID by default.

Check this box to perform an additional check based on the NetSuite ID custom field on the matching SuiteProjects Pro record. When the Skip merge of matching customers with NetSuite Internal ID setting is enabled and the integration finds matching records exist based on NetSuite Customer ID – SuiteProjects Pro Nickname: