The integration app allows you to map customer-related NetSuite standard or custom fields to existing Shopify metafields or create new metafields in Shopify directly through the app and then map and update them accordingly.
Start by selecting the standard or custom field(s) in NetSuite that you want to map to the corresponding metafields in Shopify. In the example below, two customer metafields - Default Order Priority and Job Title - are selected to be mapped to their respective Shopify metafields.
Next, navigate to the saved search in NetSuite used for exporting customer data from NetSuite to Shopify. If you are using the saved search provided by the bundle, its name should begin with "Celigo Shopify Customer Export [your store name]." Open the saved search in edit mode and go to the Results tab.
Pre-requisite: Update the saved search with the metafields you want to sync to Shopify.
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In the Results tab, click Edit > Edit this Search.
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From the Field dropdown list, search and select Default Order Priority.
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In the Custom Label textbox, copy and paste the format “<namespace>:<key>:<custom Label> (Meta)” of the Shopify field where you want to sync. For example, if the Shopify customer metafield name is name, follow these steps to copy the format:
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Click the name field, and you will see an underlined link.
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Click the hyperlink, which will redirect you to the name field details page.
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Copy the text in the field Namespace and key.
Note: The integration app does not support mapping metafields with the 'List of values' data type.
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Now, update the format in the NetSuite custom label to: custom:name:nameofyourchoice (Meta)
Important
In the formatted text, the period (.) has been replaced with a colon (:), and a custom label has been added before the keyword (Meta) at the end.
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In NetSuite Saved Search, navigate to the results column. From the Field dropdown list, search and select Job Title.
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In the Custom Label textbox, copy and paste the format “<namespace>:<key>:<custom Label> (Meta)” of the Shopify field where you want to sync and apply the same formatting changes as you did for the Default Order Priority field.
Important
The Saved Search label name must be suffixed with (Meta) to be identified as a meta field by the integration app (see image below). So, for example, if you need to map the "namespace1" field, the custom label should be "namespace1:key1:nameofyourchoice:(Meta):". Add as many fields as you like and then save the changes to the Saved Search. This behavior is consistent with the previous REST flow, where the customer metafield must be defined in Saved Search using the exact format.
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Now, go to integrator.io and navigate to the Shopify - NetSuite integration app.
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In the Flows > Order, click NetSuite customer to Shopify customer (add/update) flow.
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Click Post customers to Shopify > Field Mappings.
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Now, click the + icon next to any field to add a new row under the Customer object.
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From the source dropdown list, search and select the field as shown the screenshot below. In this example, the field is meta [*]custom:cust: CustJobtitle (Meta).
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In the destination field, enter customer.metafields[*].custom:Name as shown below.
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From the source dropdown list, search and select the field meta [*]custom:Name: DefaultOrderName (Meta).
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In the destination field, enter customer.metafields[*].custom:cust.
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Click Save & close.
Important
In the destination formatted text (Shopify namespace and key), the period (.) has been replaced with a colon (:).
Once the mapping is complete, run the flow and you will see the updated customer metafields data in Shopify.