Table Of Content
- Ensure you have an SKU in Magento 2 that also exists in NetSuite with the same SKU name/number. If you don't already have one, use the steps as follows:
- In Magento 2, Go to Products > Catalog > Add a product and create a new product and populate the "SKU" field as "Celigo Test SKU 1".
- In NetSuite, Go to Lists > Accounting > Items > New > Inventory Item and create a new an inventory item and enter "Celigo Test SKU 1" in the Item Name/Number field.
- In Magento 2, go to Sales > Order > Create New Order and create a test sales order for product “Celigo Test SKU 1” and enter the necessary order details. Once the order is created, make a note of the Magento 2 order id.
- Navigate to the connector settings page in the integrator.io, In the Order section, click Advanced Settings and perform the following steps:
- Click Map Ship Methods.
- Select a value in the Default Lookup Value field.
- Click Save.
- Click Map Payment Methods, select a value in the Default Lookup Value field and click Save.
- Click the Off /On switch to the enable any one of the Magento Order to NetSuite Order Add flow depending upon whether you want to add the Magento 2 order as a sales order or cash sale in NetSuite.
Now, you are ready to import your first order!
- In the Order section, under Advanced Settings enter the Magento 2 Order Id (noted in Step 2 of the prerequisites) in the Magento 2 Order Id(s) text box.
- Click Save. This action triggers the connector to pull the specified order details from Magento 2 and push it into NetSuite.
- To monitor the success or failure of this action, click on the speedometer icon to the top right of the Connector Settings page to open up the Dashboard page. On this page, you should see a new job in few seconds that changes its status from Queued -> In Progress -> Completed.
- If the job status shows "Completed" with success count as 1, this indicates that the order has been successfully added into NetSuite and you can directly go to Step #5.
- If the job status shows "Errored" with error count as 1, this indicates the order import has failed. In this case, use the following steps to resolve the error:
- Click on the View button next to the error count on the same job to know why order import failed.
- Fix the error by using our troubleshooting guide and retry the same job using the Retry button.
Note: As NetSuite does not report all errors with an order at once, you may need to fix errors one by one as they appear till the order is successfully added into NetSuite.
Navigate to your NetSuite account and put the same "Magento 2 Order Id" in the global search box to find the order record created in NetSuite for the corresponding order in Magento 2.
Magento Order to NetSuite Order Add
This Magento Order to NetSuite Order Add data flow automatically exports 'order' information from Magento 2 to NetSuite. For example, when an Order is created in Magento 2, the order data is imported into NetSuite automatically by the connector. You can customize the pre-built data flow from the advanced settings section.
- Orders: Orders can be imported after a certain date and/or with a specific standard or custom order status in Magento 2.
- Variances in taxes/discounts/ shipping costs/order totals between NetSuite and Magento 2 are reported on the sales order.
- Multi-currency: If multi-currency is enabled in both NetSuite and Magento 2, the connector brings the order in the correct order currency in NetSuite.
- Ship methods must be configured separately in both systems by clients. The connector allows unlimited ship method mappings.
- Payment methods must be configured separately in both systems by clients. The connector allows unlimited payment method mappings.
- Tax codes must be configured separately in both NetSuite and Magento 2 by clients.
- Discount codes in Magento 2 are either matched against existing coupon/promo codes in NetSuite or a single discount item can also be used to track discounts in NetSuite.
- Store credits redeemed on an order in Magento 2 can be tracked as an additional Non-Inventory line item on the NetSuite sales order to ensure the order totals match.
- Item support: The connector only requires the SKUs to match on Magento 2 Product & NetSuite item regardless of the item type in either system. The connector supports Simple, Matrix, and Kit item types.
First create an order in Magento, run the data flow from the settings section, view the fow status in the dashboard and when the flow is successful, validate that the record is moved into NetSuite.
Create an Order in Magento 2.
Run the Order flow from Settings (click ‘Play’ button). The flow status is visible in the dashboard.
The dashboard displays the job status. The successful flow (green color) indicates that the order information is instantly imported into NetSuite. Go to NetSuite and validate that the order is successfully moved into NetSuite.
Advanced Settings provide you the options to customize the data flow.
Click 'Advanced Settings' to expand and view the setting options. Field level help is also provided.
- Map Ship Methods: Refer topic: Configure Ship Method Mappings in Magento 2 - NetSuite Connector
- Map Payment Methods: Refer topic: Configure Payment Method Mappings in Magento 2 - NetSuite Connector
- Magento Order Id(s): Provide a single or multiple comma-separated Magento 2 order ids and click on 'Save' button to on-demand import of orders from Magento 2 into NetSuite. Recommendation:The max number of order ids that should be specified at a time is 10.
- Add Magento orders with status: Lets you define the order status in Magento for which the orders should be imported into NetSuite
- Add Magento orders with custom statuses: Magento allows retailers to define custom statuses for their order workflow. If you would like the connector to pull orders when the order status changes to one of the custom changes, provide a single or a comma separated list status code(s) in this field.
- Add orders created after: Lets you define the order creation date in Magento only after which the orders should be imported into NetSuite.
- NetSuite discount item to track Magento discounts: Lets you choose the corresponding NetSuite item to track discount amounts on your Magento orders. Discount Code used on the Magento order is mapped to the 'Magento Discount Code' field under 'eTail' tab on the Sales Order record in NetSuite.
- NetSuite item to track Magento store credits as a line item: Lets you choose the corresponding NetSuite item to track store credits applied to your Magento orders. Magento2 natively supports store credits in the premium (previously "enterprise") edition only.
- Default NetSuite customer for Magento guest orders: Provide the internal id of the default customer record in NetSuite to be assigned to the NetSuite sales order record for guest checkouts in Magento.
- Trim customer name if invalid on Magento order: Lets you define a business rule where invalid first name & last name on Magento order are automatically trimmed to first 32 characters before the order is added to NetSuite. This prevents order import failures when the buyer enters more than 32 char for first name and/or last name fields in Magento.
- Remove phone number if invalid on Magento order: Lets you define a business rule where invalid phone numbers on Magento order are automatically removed before the order is added to NetSuite. This prevents any manual intervention to import orders with invalid phone no.s (<7 digits or alphanumeric format).
- Add Magento bundle products to NetSuite sales order as: Allows you to define how should the Magento bundle products be added on the NetSuite sales order line items. You can choose to import just the parent SKU or all the child item SKUs or both parent and child item SKUs.
- Bundle products in Magento have dynamic SKU: Check/uncheck this option depending on whether the Bundle products in Magento have dynamic or fixed sku. In Magento, navigate to Products -> Catalog, view any bundle product & check if the Dynamic SKU field is set as enabled or not.
- Multi-Currency customers enabled in NetSuite: Check this box if you allow the creation of sales transactions in multiple currencies for individual customers in NetSuite. In NetSuite, navigate to Setup -> Company -> Enable Features and under 'Company', look for 'Multi-Currency Customers' to see if this feature is enabled.