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 SuiteProjects Pro with information on customer records in NetSuite. The mapping group supports filters.

For reference information and best practice guidelines, review the following topics:

References — Overview of record types in SuiteProjects Pro and NetSuite with links to the relevant reference material for information about fields available for mapping.
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.
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.
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 [`SOAP object`]	SuiteProjects Pro Record Type [`table`]	Mapping Group [`Integration point`]
Customer [`Customer`] Schema: CustomerSearchRowBasic (2020.1)\|CustomerSearchRowBasic (2023.1) XSD: `CustomerSearchRowBasic` platformCommon (2020.1)\|platformCommon (2023.1)	Customer [`customer`] Data Dictionary: customer	Customer [`CUSTOMER_TO_CUSTOMER`]

NetSuite Record type [SOAP object]

SuiteProjects Pro Record Type [table]

Mapping Group [Integration point]

Customer [Customer]

Schema: CustomerSearchRowBasic (2020.1)|CustomerSearchRowBasic (2023.1)

XSD: CustomerSearchRowBasic platformCommon (2020.1)|platformCommon (2023.1)

Customer [customer]

Data Dictionary: customer

Customer [CUSTOMER_TO_CUSTOMER]

Note:

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 SuiteProjects Pro if the following conditions are all met:

The Inactive box is NOT checked on the customer record in NetSuite.
The Export to SuiteProjects Pro [custentity_oa_export_to_openair] box is checked on the customer record in NetSuite. You can modify this behavior — See Disable Export to SuiteProjects Pro 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 SuiteProjects Pro' in the customers import and Include NetSuite prospects marked 'Export to SuiteProjects Pro' 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	SuiteProjects Pro Field	Notes
`Customer.internalId`	`Customer.netsuite_customer_id__c`	When you import a new customer record from NetSuite into SuiteProjects Pro, SuiteProjects Pro stores the internal ID of the NetSuite customer in the NetSuite Customer ID [`netsuite_customer_id`] custom field. This custom field is used to link the SuiteProjects Pro and NetSuite records for future updates and matching record associations.
`="C"`	`Customer.type`	By default, lead and prospect records are imported into SuiteProjects Pro as customers (customer records of type “C”). To import lead and prospect records into SuiteProjects Pro as prospects, use a custom field mapping definition to set the `customer.type` in SuiteProjects Pro to `C` (Customer) or `P` (Prospect) depending on the `Customer.stage` value in NetSuite (`_customer`, `_lead`, or `_prospect`).
`Customer.entityID`	`Customer.name`	—
`Customer.companyName` `Customer.entityId`	`Customer.company`	If the Company Name field is empty on the NetSuite customer record, the Company field on the SuiteProjects Pro record is set to the NetSuite Customer ID value.
`Customer.email`	`Customer.email`	—
`Customer.billAddress1`	`Customer.address1`	Multiple addresses — If multiple addresses exist for the customer in NetSuite, the first address in the Address sublist is imported into SuiteProjects Pro.
`Customer.billAddress2`	`Customer.address2`	See above
`Customer.billCity`	`Customer.city`	See above
`Customer.billstate`	`Customer.state`	See above
`Customer.billZipCode`	`Customer.zip`	See above
`="1"`	`Customer.active`	[Initial Only] By default, the Active box is checked when the Customers (Customers) import workflow creates a new customer record in SuiteProjects Pro. If the Inactive box is checked on the customer record in NetSuite, the integration does not import the customer into SuiteProjects Pro — the record is excluded from the integration. If you clear the Inactive box on the NetSuite customer record, the integration will import the customer record in the next integration run, and create or update the corresponding customer record in SuiteProjects Pro according to the field mapping definitions set for the workflow. Checking the Inactive box on the NetSuite customer record does not clear the Active box automatically on the SuiteProjects Pro customer record. If you check the Inactive box on the NetSuite customer, lead, or prospect record, clear the Active box manually on the demographic form for this customer in SuiteProjects Pro.
Base currency for Subsidiary associated with the employee (NetSuite OneWorld) NetSuite account (Otherwise) `Customer.currency`	`Customer.currency`	Active and visible only if the Multicurrency feature is enabled for your SuiteProjects Pro account. Multiple currency — The primary currency on the NetSuite customer record imports to the Currency field on the customer record in SuiteProjects Pro. If the Multiple Currency features is enabled for your NetSuite account, you can import currency information for customers and projects from NetSuite into SuiteProjects Pro, and the integration supports transactions in currencies other than your base currency. Note: Integration support for multiple currency customers is added when you install SuiteProjects Pro 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).

NetSuite Field

Direction

SuiteProjects Pro Field

Notes

Customer.internalId

Customer.netsuite_customer_id__c

When you import a new customer record from NetSuite into SuiteProjects Pro, SuiteProjects Pro stores the internal ID of the NetSuite customer in the NetSuite Customer ID [netsuite_customer_id] custom field. This custom field is used to link the SuiteProjects Pro and NetSuite records for future updates and matching record associations.

="C"

Customer.type

By default, lead and prospect records are imported into SuiteProjects Pro as customers (customer records of type “C”). To import lead and prospect records into SuiteProjects Pro as prospects, use a custom field mapping definition to set the customer.type in SuiteProjects Pro to C (Customer) or P (Prospect) depending on the Customer.stage value in NetSuite (_customer, _lead, or _prospect).

Customer.entityID

Customer.name

—

Customer.companyName
Customer.entityId

Customer.company

If the Company Name field is empty on the NetSuite customer record, the Company field on the SuiteProjects Pro record is set to the NetSuite Customer ID value.

Customer.email

—

Customer.billAddress1

Customer.address1

Multiple addresses — If multiple addresses exist for the customer in NetSuite, the first address in the Address sublist is imported into SuiteProjects Pro.

Customer.billAddress2

Customer.address2

See above

Customer.billCity

Customer.city

See above

Customer.billstate

Customer.state

See above

Customer.billZipCode

Customer.zip

See above

="1"

Customer.active

[Initial Only] By default, the Active box is checked when the Customers (Customers) import workflow creates a new customer record in SuiteProjects Pro. If the Inactive box is checked on the customer record in NetSuite, the integration does not import the customer into SuiteProjects Pro — the record is excluded from the integration.

If you clear the Inactive box on the NetSuite customer record, the integration will import the customer record in the next integration run, and create or update the corresponding customer record in SuiteProjects Pro according to the field mapping definitions set for the workflow.
Checking the Inactive box on the NetSuite customer record does not clear the Active box automatically on the SuiteProjects Pro customer record. If you check the Inactive box on the NetSuite customer, lead, or prospect record, clear the Active box manually on the demographic form for this customer in SuiteProjects Pro.

Base currency for
- Subsidiary associated with the employee (NetSuite OneWorld)
- NetSuite account (Otherwise)
Customer.currency

Customer.currency

Active and visible only if the Multicurrency feature is enabled for your SuiteProjects Pro account.

Multiple currency — The primary currency on the NetSuite customer record imports to the Currency field on the customer record in SuiteProjects Pro.

If the Multiple Currency features is enabled for your NetSuite account, you can import currency information for customers and projects from NetSuite into SuiteProjects Pro, and the integration supports transactions in currencies other than your base currency.

Note:

Integration support for multiple currency customers is added when you install SuiteProjects Pro 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).

Note:

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.

Map NetSuite customer class to customer hierarchy — Can be used to import customer class information as a hierarchy node associated with the customer.
Map NetSuite customer department to customer hierarchy — Can be used to customer project department information as a hierarchy node associated with the customer.
Map NetSuite customer location to customer hierarchy — Can be used to import customer location information as a hierarchy node associated with the customer.
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

Important:

Review the following guidelines

You should contact your SuiteProjects Pro Professional Services representative if you need to make changes to your integration configuration and field mapping definitions.
For advanced mapping usage and best practice guidelines, see Advanced Field Mapping Definition.
Familiarize yourself with the NetSuite and SuiteProjects Pro 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	Direction	SuiteProjects Pro Field	Notes
`# Customer or Prospect NS_FIELDS stage IF <<END IF (stage = '_customer') THEN type 'C' IF (stage = '_lead') OR (stage = '_prospect')THEN type 'P' END`		`Customer.type`	By default, lead and prospect records are imported into SuiteProjects Pro as customers (customer records of type “C”). To import lead and prospect records into SuiteProjects Pro as prospects, for example, use a custom field mapping definition to set the `customer.type` in SuiteProjects Pro to `C` (Customer) or `P` (Prospect) depending on the `Customer.stage` value in NetSuite (`_customer`, `_lead`, or `_prospect`).

NetSuite Field

Direction

SuiteProjects Pro Field

Notes

# Customer or Prospect
NS_FIELDS stage
IF <<END
   IF (stage = '_customer')  THEN type 'C'
   IF (stage = '_lead') OR (stage = '_prospect')THEN type 'P'
END

Customer.type

By default, lead and prospect records are imported into SuiteProjects Pro as customers (customer records of type “C”). To import lead and prospect records into SuiteProjects Pro as prospects, for example, use a custom field mapping definition to set the customer.type in SuiteProjects Pro to C (Customer) or P (Prospect) depending on the Customer.stage value in NetSuite (_customer, _lead, or _prospect).