Customers (Customers) Export Field Mapping Definition

The Customers (Customers) export workflow includes one mapping group:

Customer [Integration point: OA_CUSTOMER_TO_NS_CUSTOMER] — See Customer Mapping Group.

Customer Mapping Group

Use the Customer mapping group to map information on information on customer records in SuiteProjects Pro with 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 exported by default includes company name, address and currency. Filters and pullbacks are supported.
Additional Field Mappings — There are no specific guidelines for custom field mapping definitions in this mapping group. The mapping group does not support custom pullback field mappings, retrieving information from the record created in NetSuite back into SuiteProjects Pro.

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: Customer (2020.1)\|Customer (2023.1) XSD: listRel (2020.1)\|listRel (2023.1)	Customer [`customer`] Data Dictionary: customer	Customer [`OA_CUSTOMER_TO_NS_CUSTOMER`]

NetSuite Record type [SOAP object]

SuiteProjects Pro Record Type [table]

Mapping Group [Integration point]

Customer [Customer]

Schema: Customer (2020.1)|Customer (2023.1)

XSD: listRel (2020.1)|listRel (2023.1)

Customer [customer]

Data Dictionary: customer

Customer [OA_CUSTOMER_TO_NS_CUSTOMER]

Note:

The Customer SOAP object is used for customer, lead, and prospect records. This is determined by the property Customer.entityStatus with the value customer, lead, or prospect.

Default and Custom Filters

By default, customer records are exported from SuiteProjects Pro to NetSuite if the following conditions are met:

The Active box is checked on the customer record in SuiteProjects Pro.
The customer record was not already exported — Customer.exported is empty.
The NetSuite Customer ID [netsuite_customer_id] custom field is empty OR the Allow objects with a NetSuite ID to be exported during integration run box is checked on the NetSuite Connector administration form in SuiteProjects Pro. See Allow objects with a NetSuite ID to be exported during integration run.

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.companyName`	`Customer.company`	—
`Customer.entityId`	`Customer.company`	Not visible on mapping definition table
`Customer.addressBookList.addr1`	`Customer.address1`	—
`Customer.addressBookList.addr2`	`Customer.address2`	—
`Customer.addressBookList.city`	`Customer.city`	—
`Customer.addressBookList.state`	`Customer.state`	—
`Customer.addressBookList.zip`	`Customer.zip`	—
`Customer.addressBookList.country`	`Customer.country`	Active only if the Map country when exporting customers to NetSuite box is checked on the Customers (Customers) export workflow. See Map country when exporting customers to NetSuite.
`Customer.currency` Base currency for SuiteProjects Pro account	`Customer.currency`	Multiple currency — If the Multiple Currency feature is enabled for your NetSuite account, you can export currency information for customers from SuiteProjects Pro to NetSuite. The primary currency on the NetSuite customer record is set to The Currency on the customer record in SuiteProjects Pro, if the Multicurrency feature is enabled for your SuiteProjects Pro account. The base currency for your SuiteProjects Pro account, otherwise.
`Customer.custentity_oa_export_to_openair`	`="true"`	The Export to SuiteProjects Pro [`custentity_oa_export_to_openair`] box is checked by default on the customer record in NetSuite.
`Customer.internalId`	`Customer.netsuite_customer_id__c`	Not visible on mapping definition table [Pullback] When you export a new customer record from SuiteProjects Pro to NetSuite, 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.
—	`Customer.exported`	Not visible on mapping definition table SuiteProjects Pro adds a timestamp for the date and time the record was exported.

NetSuite Field

Direction

SuiteProjects Pro Field

Notes

Customer.companyName

Customer.company

—

Customer.entityId

Customer.company

Not visible on mapping definition table

Customer.addressBookList.addr1

Customer.address1

—

Customer.addressBookList.addr2

Customer.address2

—

Customer.addressBookList.city

Customer.city

—

Customer.addressBookList.state

Customer.state

—

Customer.addressBookList.zip

Customer.zip

—

Customer.addressBookList.country

Customer.country

Active only if the Map country when exporting customers to NetSuite box is checked on the Customers (Customers) export workflow. See Map country when exporting customers to NetSuite.

Customer.currency
Base currency for SuiteProjects Pro account

Customer.currency

Multiple currency — If the Multiple Currency feature is enabled for your NetSuite account, you can export currency information for customers from SuiteProjects Pro to NetSuite. The primary currency on the NetSuite customer record is set to

The Currency on the customer record in SuiteProjects Pro, if the Multicurrency feature is enabled for your SuiteProjects Pro account.
The base currency for your SuiteProjects Pro account, otherwise.

Customer.custentity_oa_export_to_openair

="true"

The Export to SuiteProjects Pro [custentity_oa_export_to_openair] box is checked by default on the customer record in NetSuite.

Customer.internalId

Customer.netsuite_customer_id__c

Not visible on mapping definition table

[Pullback] When you export a new customer record from SuiteProjects Pro to NetSuite, 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.

—

Customer.exported

Not visible on mapping definition table

SuiteProjects Pro adds a timestamp for the date and time the record was exported.

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.

No specific guidelines