This reference covers all advanced settings available for the order flows in the Square – NetSuite integration app, organized by tab. Use these settings to control how payment methods, order lines, items, customers, and discounts are mapped between Square and NetSuite.
To access order settings, open the Square – NetSuite integration app in integrator.io and go to Settings > Integration flows > Orders > Advanced Settings.
Payment tab
Map Payment Methods
Maps Square payment methods to NetSuite payment methods so that payment type is preserved on Cash Sale records.
When the mapped payment method is not found in NetSuite, the behavior is controlled by one of the following options:
| Option | Behavior |
|---|---|
| Fail If Unique Match Not Found (default) | The flow fails if an exact match is not found for the Square payment method in NetSuite. |
| Use Null as Default Value | Posts the order with a null payment method if no match is found. |
| Use Empty String as Default Value | Posts the order with an empty payment method field if no match is found. |
| Default Lookup Value | Uses a specified default NetSuite payment method value when no match is found. |
Order tab
On-demand order sync
Syncs one or more specific orders immediately, rather than waiting for the next scheduled run. Enter up to 10 order identifiers separated by commas, in locationid-orderid format. For instructions on finding these values, see Retrieve Square order, location, and refund IDs.
NetSuite item to track the variance adjustments as a line item
Select a NetSuite non-inventory item to track order total variances between Square and NetSuite. When the order total in Square does not match the total in NetSuite, an adjustment line is added to the Cash Sale using this item.
Select NetSuite item to track Square tips
Select a NetSuite item to track tips from Square orders as a separate line item on the Cash Sale and Cash Refund records. Create this item in NetSuite as a non-inventory or non-taxable payment item type.
Sync product modifier price to NetSuite
Controls how product modifier prices (add-ons, toppings, special requests) are recorded in NetSuite. Select one of the following:
| Option | Behavior |
|---|---|
| Adjustments to item list price | The modifier price is added to the line item price. For example, an item priced at $200 with a $20 modifier is recorded as $220 in NetSuite. |
| New line below the original line (recommended) | Each modifier is added as a separate line item below the original product line. Select the NetSuite item to track product modifier price as a line item field to specify the default item for all modifier lines. |
Note: The modifier name appears in the NetSuite description field only when item description mapping is configured on the Cash Sale.
Item tab
NetSuite SKU field
Specifies the NetSuite field used to match Square items to NetSuite items by SKU. The default field is Item Name/Number (itemid). If your NetSuite account uses a different field to store SKU values, enter the internal ID of that field here.
NetSuite item to track order lines when no matching SKU is found in NetSuite
Optional. Select a default NetSuite item to use for any order lines where the Square SKU does not match an item in NetSuite. Enter the internal ID of the NetSuite item.
NetSuite item to track Square order lines with no SKU value
Optional. Select a default NetSuite item to use for any Square order lines that have no SKU value. Enter the internal ID of the NetSuite item.
Customer tab
Default NetSuite customer if missing on Square order
Enter the internal ID of a default NetSuite Customer record to use when no customer exists on the Square order. This record is assigned to the Cash Sale.
Add all orders against the default NetSuite customer
When selected, all incoming orders are assigned to the default customer record specified above, regardless of whether a customer exists on the order in Square.
Discount tab
NetSuite discount item to track Square cart discounts
Select a default NetSuite discount item to track cart-level discounts from Square. The discount item is added at the order header level on the NetSuite Cash Sale. The Square discount code is recorded in the Square Discount Code custom field.
Bring Square line level discounts into NetSuite as
Controls how line-level discounts from Square are recorded in NetSuite:
| Option | Behavior |
|---|---|
| New line below the original line (recommended) | Tracks each line discount against a default NetSuite discount item, added as a separate line below the original item. Specify the item in the NetSuite discount item to track Square line discounts field. |
| Adjustments to item list price | The discount is subtracted from the line item price. For example, an item priced at $200 with a $20 discount is recorded as $180 in NetSuite. |
NetSuite discount item to track Square line discounts
Select the default NetSuite discount item against which all line-level discounts are posted. This field appears when New line below the original line is selected above.