The Customer Import flow imports customer data in real time from Magento into NetSuite as soon as the customer record is created/updated in Magento. If the customer already exists in NetSuite, the Connector updates & links the NetSuite record with the corresponding Magento customer record. If no customer is found in NetSuite, the Connector creates a new customer record in NetSuite.
The Connector only supports create/update of Magento customer record. If a record is deleted in one system, it will need to be manually deleted in the other system.
Bi-Directional support for Add/Update of Address Lines for Customer Import & Export
- The connector provides support for add/update of address lines for customer import and export.
The following screens depict customer registration and data synchronization.
Customer registers on the front-end commerce website
Magento Admin Panel below captures the registration (arrow points to auto-generated internal ID of this customer record that is used as reference in NetSuite)
Customer record is imported into NetSuite in real-time and the Magento’s Customer ID is displayed in the Magento Customer ID field under the Magento Subtab of the NetSuite Customer record.
Customer Types and Identification of Existing Customers in NetSuite
- Identified by Magento ID
During installation, the Connector adds a custom Magento ID field on the NetSuite customer record. When a Magento customer is linked to a NetSuite customer for the first time, the Connector sets this field with the ID of the customer in Magento, permanently linking the customer records in the two systems. When a customer is imported from Magento, the Connector first searches for a Magento Customer ID match in NetSuite. If found, it updates that record with the data from Magento.
- Identified by email address
If no match is found using the Magento ID, the Connector searches for customers in NetSuite with the same email address as the Magento customer. If results are found, the Connector selects the first record returned in the result (the one with lowest internal ID). Prior to linking this NetSuite customer record, the Connector checks if the NetSuite record already has a value in the Magento ID field. If a Magento ID exists, it creates a new customer record in NetSuite. If no Magento ID exists, it updates the record with the data from Magento and also sets the Magento ID field to establish a permanent link. If no matches are found based on the Magento ID or email address, the Connector creates a new customer record in NetSuite.
Note: The criteria for Customer Import can be customized based on the business requirements. For example criteria can be customized to search for customers belonging to a specific subsidiary or search for customers of type Individual/Company/both. Please contact Celigo to obtain pricing on this customization.
Note: For Sales Order Import, when the Magento Order is using a guest customer (not logged in), then a new customer record is created in NetSuite. No Magento ID or email check is done.
Default Field Mappings
The mappings that are installed by default can be viewed in this document. The field mappings can be edited based on business requirements. The following image depicts the Celigo Integrator from where the field mappings can be edited. See Integrator Section for more information about the Integrator features.
Flow Schedule and Monitoring
The Customer Import flow runs in real-time as soon as the customer record is saved in Magento & a summary of the total number of imports is displayed every hour in the integration dashboard.
Error Message and Resolution