Customers (Customers) Import Workflow Settings

You can control Customers (Customers) import workflow settings from the NetSuite Connector page in SuiteProjects Pro. On the Mapping tab, select the Customers(Customers) import workflow and click Settings to view the workflow settings form.

The following settings are available for the Customers(Customers) import workflow:

• Map NetSuite customer class to customer hierarchy

• Map NetSuite customer department to customer hierarchy

• Map NetSuite customer location to customer hierarchy

• Map NetSuite customer subsidiary to customer hierarchy

• Disable Export to SuiteProjects Pro filtering for customers in NetSuite integration

• Include NetSuite leads marked 'Export to SuiteProjects Pro' in the customers import

• Include NetSuite prospects marked 'Export to SuiteProjects Pro' in the customers import

• Skip merge of matching customers with NetSuite Internal ID