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NetSuite Customer To iPaaS.com Mapping Documentation

NetSuite Customer To iPaaS.com Mapping Documentation

An individual (person) customer can be captured from NetSuite into iPaaS.com. The integration records the customer number, name, email, categories, and a range of NetSuite-specific attributes, and through its child collections the customer's address and parent relationship — producing an iPaaS.com customer that mirrors the NetSuite customer. Organization (company) customers are captured separately by Add/Update NetSuite Customer Company TO iPaaS.com. Customers transfer on demand from the Manual Sync page or automatically on NetSuite customer events.

ID Format

Manual Sync ID Format

Enter the NetSuite customer's internal ID on the Manual Sync page.

External ID Format

iPaaS.com records the NetSuite internal ID as the external-ID link (the primary match for subsequent updates). The NetSuite internal ID is also captured into the iPaaS.com Customer Number, which gives visibility on the iPaaS.com customer and serves as a fallback match key when no external-ID record yet exists.

Deleted Record Support

Inbound delete is supported: the Delete NetSuite Customer TO iPaaS.com collection removes the linked iPaaS.com customer when the customer is deleted in NetSuite (driven by the external-ID link). It runs only when the corresponding NetSuite delete event is enabled and the NetSuite-side webhook scripts are installed.

Custom Field Support

A range of NetSuite-specific attributes — phone, mobile/home/alternate phone, alternate email, title, account number, URL, ship-complete, inactive flag, and subsidiary — are captured into iPaaS.com custom fields named NetSuite … (for example NetSuite Phone, NetSuite Subsidiary). These are the capture side of the integration's round-trip convention: the same custom fields are read back on the Add/Update NetSuite Customer FROM iPaaS.com side, so a customer can round-trip without losing its NetSuite-specific attributes. Add the matching iPaaS.com custom fields to retain these attributes.

Mapping Collection Status

  • Status: Enabled (a single Add/Update collection handles both create and update).

  • Trigger Events: customer/created, customer/updated. Enable inbound transfers in Inbound Data Flows and install the NetSuite-side webhook scripts (see NetSuite Connections and Settings). Whether an event creates or updates the iPaaS.com customer depends on the external-ID link, not the event name. Manual Sync is always available.

Duplicate or Conflicting Mappings

  • Add/Update NetSuite Customer Company TO iPaaS.com — organization (company) customers.

  • Add/Update NetSuite Customer FROM iPaaS.com — writes customers to NetSuite (the reverse direction).

Collision handling

Matching uses the external-ID link (primary) and the captured Customer Number (the NetSuite internal id) as the fallback key. No iPaaS.com collision-handling method is configured for this collection.

Supported Child Collections

  • Add/Update NetSuite Customer Address TO iPaaS.com — the customer's address.

  • Add/Update NetSuite Customer Relationship TO iPaaS.com — the customer's parent relationship.

System Caveats

NetSuite Caveats

  • Subsidiary filter. Only customers in the subsidiary named in the filter are captured (see Mappings). The shipped name is a placeholder.

iPaaS.com Caveats

  • Email and Customer Number. The iPaaS.com API requires a customer email; the captured Customer Number (NetSuite internal id) is the fallback match key. Keep both populated.

Integration-Specific Caveats

  • "NetSuite …" round-trip convention. NetSuite-specific attributes are captured into the identically named custom fields read back by the FROM direction (see Custom Field Support).

  • Parent company is created for you. If the customer belongs to a parent company or customer not yet in iPaaS.com, the integration creates that parent automatically as a prerequisite during capture (a failure blocks the customer) — you do not pre-create it.

  • Customer pricing becomes iPaaS.com categories. A NetSuite customer's pricing group and/or price level — the things that set the prices that customer sees — are captured as iPaaS.com customer categories. The Customer Pricing Source setting, in the NetSuite subscription's Subscription Settings in iPaaS.com, controls which is used: PRICE_GROUP_ONLY (the default — pricing group only), PRICE_LEVEL_ONLY (price level only, with an optional Default Price Level fallback), GROUP_THEN_LEVEL (pricing group, else price level), or LEVEL_THEN_GROUP (price level, else pricing group). You do not need to pre-create these categories — the integration creates the matching iPaaS.com customer category automatically as a prerequisite during capture; they can also be bulk-loaded via Add/Update NetSuite Customer Pricing Group TO iPaaS.com.

Setup Requirements

Control Fields and Required Configuration

  • Subsidiary filter — placeholder. The capture filter is hardcoded to the subsidiary named Parent Company; replace it with your subsidiary (or broaden it) so the customers you intend to capture are not silently excluded.

  • Customer Pricing Source (and the optional Default Price Level fallback) — found in the NetSuite subscription's Subscription Settings in iPaaS.com. Controls whether a customer's NetSuite pricing group, price level, or one-then-the-other becomes the iPaaS.com categories (PRICE_GROUP_ONLY default, PRICE_LEVEL_ONLY, GROUP_THEN_LEVEL, LEVEL_THEN_GROUP).

  • NetSuite … custom fields — create the iPaaS.com custom fields you want to retain (the capture side of the round-trip).

  • Inbound Data Flows + webhook scripts — enable the NetSuite customer events and install the NetSuite-side webhook scripts (see NetSuite Connections and Settings) for automatic capture.

Authentication

The integration authenticates to NetSuite using the connection configured for the integration; the webhook scripts that emit NetSuite events are documented in NetSuite Connections and Settings.

Integration Flow

  1. A NetSuite customer is captured — on demand from the Manual Sync page (enter the NetSuite internal ID), or automatically on customer/created / customer/updated events when Inbound Data Flows and the webhook scripts are in place.

  2. The subsidiary filter admits only customers in the configured subsidiary.

  3. The integration creates or updates the iPaaS.com customer (matched by external ID, then by Customer Number), capturing the NetSuite-specific attributes into the NetSuite … custom fields, and transfers the address and relationship children.

Mappings

The address and relationship children have no filter. Fields marked Control gate behavior; the subsidiary value in the parent filter is a placeholder to replace.

Add/Update NetSuite Customer TO iPaaS.com

iPaaS.com data type: Customer

Mapping Filter

var subsidiaryId = await GetSubsidiaryIdByName("Parent Company");
if(subsidiaryId != null && Subsidiary_Id != null && Subsidiary_Id == subsidiaryId)
    return true;
else
    return false;

Filter Description. Resolves the internal ID of a named subsidiary, then captures the customer only when the customer's subsidiary matches that ID; customers in any other subsidiary (or with no subsidiary) are skipped. Placeholder value — replace during implementation: Parent Company is an example subsidiary name — only customers in this one subsidiary are captured; change it to your subsidiary (or broaden the filter if you capture from more than one).

Captures a NetSuite customer into iPaaS.com, with NetSuite-specific attributes stored in iPaaS.com "NetSuite …" custom fields.

Mapping Type

Source Field (NetSuite)

Destination Field (iPaaS.com)

Description

Field

Id

CustomerNumber

Required. The NetSuite customer's internal ID, captured as the iPaaS.com customer number — links the customer back to NetSuite and serves as the fallback match key.

Field

Email

EmailAddress

Required. The customer's email; the iPaaS.com API requires it, and it is the key used to match customers between systems.

Dynamic Formula

if(IsPerson){ return FirstName; } else { ...name part from company name }

FirstName

Recommended. The first name — the NetSuite first name for person customers; for companies, a name part derived from the company name.

Dynamic Formula

if(IsPerson){ return LastName; } else { ...name part from company name }

LastName

Recommended. The last name, derived as above.

Field

CompanyName

Company

Optional. The company name captured from NetSuite.

Dynamic Formula

await ConvertNetSuiteCategoryToiPaaS(Category, GroupPricing, PriceLevel, false)

Categories

Optional. Converts the NetSuite category, and optionally pricing group / price level, into iPaaS.com categories per the Customer Pricing Source setting.

Field

Comments

Comment

Optional. Free-text comments captured from the NetSuite customer.

Field

AccountNumber

NetSuite Account Number

Optional. Captures the NetSuite account number into the iPaaS.com NetSuite Account Number custom field.

Field

Phone

NetSuite Phone

Optional. Captures the NetSuite phone into the NetSuite Phone custom field.

Field

MobilePhone

NetSuite Mobile Phone

Optional. Captures the NetSuite mobile phone into the NetSuite Mobile Phone custom field.

Field

HomePhone

NetSuite Home Phone

Optional. Captures the NetSuite home phone into the NetSuite Home Phone custom field.

Field

AltPhone

NetSuite Alt Phone

Optional. Captures the alternate phone into the NetSuite Alt Phone custom field.

Field

AltEmail

NetSuite Alt Email

Optional. Captures the alternate email into the NetSuite Alt Email custom field.

Field

Title

NetSuite Title

Optional. Captures the title into the NetSuite Title custom field.

Field

Url

NetSuite URL

Optional. Captures the website URL into the NetSuite URL custom field.

Field

ShipComplete

NetSuite Ship Complete

Optional. Captures the "ship complete" preference into the NetSuite Ship Complete custom field.

Field

IsInactive

NetSuite Is Inactive

Optional. Captures whether the customer is inactive into the NetSuite Is Inactive custom field.

Field

Subsidiary_Id

NetSuite Subsidiary

Optional. Captures the NetSuite subsidiary into the NetSuite Subsidiary custom field; the FROM direction reads this same field to assign a subsidiary, so a round-tripped customer keeps its subsidiary.

Add/Update NetSuite Customer Address TO iPaaS.com

iPaaS.com data type: Customer Address

Captures the NetSuite customer's address into iPaaS.com, with NetSuite-specific attributes stored in "NetSuite …" custom fields.

Mapping Type

Source Field (NetSuite)

Destination Field (iPaaS.com)

Description

Field

Addr1

Address1

Recommended. The first address line captured from NetSuite.

Field

Addr2

Address2

Optional. The second address line.

Field

City

City

Recommended. The city.

Field

State

Region

Recommended. The state/region.

Field

Country_RefName

Country

Recommended. The country.

Field

Zip

PostalCode

Recommended. The postal/ZIP code.

Field

IsPrimaryBilling

IsPrimaryBilling

Recommended. Whether this is the primary billing address.

Field

IsPrimaryShipping

IsPrimaryShipping

Recommended. Whether this is the primary shipping address.

Field

AddrPhone

PhoneNumber

Optional. The address phone number.

Static

true

PreventDuplicate

Control. Tells iPaaS.com to avoid creating a duplicate address row on repeated syncs; keep true.

Dynamic Formula

if (Addressee != null){ ...first name from Addressee }

FirstName

Recommended. The recipient first name, extracted from the NetSuite address addressee.

Dynamic Formula

if (Addressee != null){ ...last name from Addressee }

LastName

Recommended. The recipient last name, extracted from the addressee.

Dynamic Formula

Parent.CompanyName

Company

Optional. The company name on the address, from the parent customer.

Field

Addressee

NetSuite Addressee

Optional. Captures the addressee into the NetSuite Addressee custom field.

Field

Attention

NetSuite Address Attention

Optional. Captures the attention line into the NetSuite Address Attention custom field.

Field

AddrText

NetSuite Address Text

Optional. Captures the full formatted address text into the NetSuite Address Text custom field.

Field

ExternalId

NetSuite Address ExternalId

Optional. Captures the address external ID into the NetSuite Address ExternalId custom field.

Field

Addr3

NetSuite Address 3

Optional. Captures the third address line into the NetSuite Address 3 custom field.

Field

Override

NetSuite Override

Optional. Captures the address override flag into the NetSuite Override custom field.

Add/Update NetSuite Customer Relationship TO iPaaS.com

iPaaS.com data type: Customer Relationship

Captures a NetSuite customer's parent relationship (the customer or company it is related to) into iPaaS.com.

Mapping Type

Source Field (NetSuite)

Destination Field (iPaaS.com)

Description

Dynamic Formula

var customerId = await GetSpaceportIdAsync(Id.Split("|")[0]...)

RelatedToId

Required. Identifies the related parent customer or company in iPaaS.com, resolved from the related NetSuite record; the related record must already exist in iPaaS.com to be linked.

Dynamic Formula

IsPerson ? "Parent Customer" : "Parent Company"

Type

Recommended. The relationship type — Parent Customer when the related record is an individual, Parent Company when it is a company.

Static

true

IsPrimary

Control. Marks this as the primary relationship.

Error Handling

  • Customer skipped by the subsidiary filter — a customer in a non-matching subsidiary is silently skipped (not an error). Resolution: if expected customers are missing, update the subsidiary in the filter.

  • Relationship not linkedRelatedToId resolves only to a parent customer/company that already exists in iPaaS.com. Resolution: ensure the related record has been captured first.

Testing & Validation

Test Scenarios

  1. Capture a customer. Manually sync a NetSuite customer (in the configured subsidiary) and confirm the iPaaS.com customer is created with name, email, Customer Number, and the NetSuite … attributes.

  2. Update. Re-sync and confirm the existing iPaaS.com customer is updated (matched by external ID / Customer Number).

  3. Subsidiary filter. Sync a customer in a different subsidiary and confirm it is skipped; update the filter and confirm it is then captured.

  4. Address + relationship. Confirm the address and parent relationship children transfer.

  5. Round-trip. Confirm the NetSuite … custom fields are populated so a subsequent FROM-iPaaS sync retains them.

Validation Checklist

  • The subsidiary filter names your subsidiary (not the Parent Company placeholder).

  • The Customer Pricing Source setting is configured for how categories should resolve.

  • The NetSuite … custom fields exist in iPaaS.com to retain the attributes.

  • Inbound Data Flows and the NetSuite webhook scripts are in place for automatic capture.

Additional Notes

  • Round-trip with the FROM direction. The NetSuite … custom fields populated here are read back by Add/Update NetSuite Customer FROM iPaaS.com.

  • Organization (company) customers are documented separately under Add/Update NetSuite Customer Company TO iPaaS.com.

  • Known limitations affecting customers will be collected in NetSuite Known Limitations.

Related Documents

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