Customers

Overview

The NetSuite Customers integration synchronizes comprehensive customer master data from NetSuite to Zudello, enabling unified customer management across your business systems.

Integration Details:

• Direction: NetSuite → Zudello (📥 Inbound)
• Sync Type: Incremental
• Sync Frequency: Every 2 hours
• API Used: SuiteQL

Key Benefits

• Real-time customer data synchronization
• Maintains complete customer profiles
• Supports customer hierarchies and relationships
• Enables accurate credit management

Field Mappings

NetSuite Field	Zudello Field	Description	Data Type
entityid	CustomerCode	Unique customer identifier	String
companyname	CompanyName	Legal company name	String
isinactive	Status	true = INACTIVE, false = ACTIVE	String
email	Email	Primary email address	String
phone	Phone	Primary phone number	String
defaultbillingaddress	BillingAddress	Default billing address	String
defaultshippingaddress	ShippingAddress	Default shipping address	String
terms	PaymentTerms	Links to Payment Terms	Relation
creditlimit	CreditLimit	Customer credit limit	Decimal
balance	Balance	Current balance	Decimal
currency	Currency	Links to Currency	Relation
taxexempt	TaxExempt	Tax exemption status	Boolean

API Configuration

SuiteQL Query Structure

The integration uses comprehensive SuiteQL queries to retrieve customer data including related entities like addresses, contacts, and payment terms.

Authentication

• Method: Token-based Authentication (TBA)
• Required Permissions:
  • Customers (View)
  • Customer Addresses (View)
  • Lists → Relationships (View)
  • Transactions → Sales (View)

Sync Configuration

Incremental Sync Logic

The integration efficiently syncs customer changes:

• Initial sync retrieves all customer records
• Subsequent syncs fetch customers where lastmodifieddate > last sync timestamp
• Includes related data changes (addresses, credit limits)
• Maintains customer relationship hierarchies

Data Transformation

• Status Conversion: NetSuite boolean isinactive (T/F) → Zudello string status (INACTIVE/ACTIVE)
• Address Formatting: Standardizes address data across systems
• Credit Management: Ensures credit limit accuracy with proper decimal handling

Processing Logic

1. Customer Query: Retrieve modified customer records
2. Relationship Resolution: Include parent/subsidiary relationships
3. Address Processing: Format and validate address data
4. Credit Validation: Apply credit limit rules and validations
5. Status Updates: Process active/inactive status changes
6. Contact Linking: Associate primary contacts with customers

Troubleshooting

Issue	Possible Cause	Solution
Missing customers	Permission restrictions	Verify Customers view permissions
Address sync errors	Address format issues	Check address field mappings
Credit limit mismatches	Currency conversion	Review multi-currency settings
Duplicate customers	ID changes	Implement customer merge procedures
Contact data missing	Relationship permissions	Enable contact access permissions

Related Documentation

• NetSuite Integration Overview
• Customer Management
• Credit Management
• Address Configuration