Important
The NetSuite saved searches included with this D2C template are managed by the Celigo bundle (ID 81289). When Celigo releases a bundle update, any changes made directly to these saved searches will be overwritten, which can break your integration flows. Before making any changes to a template saved search, clone it first and use the cloned copy in your flow. Do not modify the original template saved searches directly. This ensures your customizations are preserved when the bundle is updated. To clone a saved search in NetSuite: open the saved search > click More > select Copy.
The order settings control how Shopify orders and customers are filtered, routed, and processed when syncing to NetSuite. Access these settings in the integration tile under Settings > Order.
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Setting |
Description |
|---|---|
|
Financial status to filter orders |
Select which Shopify financial statuses to include in the export. Common values: PAID, AUTHORIZED, PARTIALLY_PAID. Orders that do not match the selected statuses are not exported. |
|
Fulfillment status to filter orders |
Select which Shopify fulfillment statuses to include. Common values: UNFULFILLED, PARTIAL, FULFILLED. |
|
Filter order by |
Last updated time (recommended) exports orders updated since the last run. Creation time exports orders created since the last run. Use Last updated time to catch order edits and status changes. |
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Lag for the next flow run |
Minutes to subtract from the previous run timestamp. For example, a lag of 5 means the export will re-check orders from 5 minutes before the last run. Use this to ensure orders in transition states (for example, authorized but not yet captured) are not missed. |
|
Sync orders created prior to |
Minutes to subtract from the current export time. Useful for scenarios where order processing takes time before the order reaches the correct status. |
|
Shopify order IDs (on-demand sync) |
Enter a single Shopify order ID or up to 5 comma-separated IDs to sync specific orders on demand. Manually run the required order flow to sync the order. Clear this field after the on-demand sync is complete. |
|
Setting |
Description |
|---|---|
|
NetSuite item to track Shopify shipping cost |
A non-inventory NetSuite item used to add the Shopify shipping cost as a line item on the NetSuite Sales Order. |
|
NetSuite item to track Shopify order taxes |
A NetSuite item used to track the total Shopify tax amount as a line item. |
|
NetSuite item to track Shopify order duties |
A NetSuite item to track international order duties as a line item on the Sales Order. |
|
NetSuite item to track Shopify gift card redemption |
A non-inventory NetSuite item to track Shopify gift card amounts as a line item. |
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NetSuite item to track Custom Shopify Items |
A NetSuite item to represent Shopify line items that have no associated Shopify product or variant (for example, custom or manually created line items). |
|
NetSuite item to track order variances |
A NetSuite item to track order total variances between Shopify and NetSuite. The variance is added as a line item. |
|
NetSuite item to track zero value exchanges |
A non-inventory NetSuite item used to represent zero-value exchange amounts on the NetSuite cash sale. |
|
Setting |
Description |
|---|---|
|
Sync POS orders into NetSuite as sales orders |
When enabled, all POS orders (sourceName = "pos") are imported as Sales Orders. When disabled (default), POS orders with fulfillment status FULFILLED are imported as Cash Sales. |
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Sync 'Buy in-store, ship to customer' orders as a sales order |
When enabled, POS orders with a shipping address (buy in-store, ship to customer) are imported as Sales Orders instead of Cash Sales. |
|
Sync orders as cash sales when fulfillment service is external |
When enabled, orders fulfilled by an external service (Amazon FBA, Shipwire, etc.) are imported as Cash Sales. This allows inventory to be decremented in NetSuite without creating fulfillment records. |
|
Assign NetSuite order status as Pending Approval |
When enabled, high-risk Shopify orders (risk level = HIGH based on Shopify's risk assessment) are imported with Pending Approval status in NetSuite. All other orders use Pending Fulfillment. |
|
Buy online, pick up in-store |
When enabled, adds the fulfillment order location and delivery method to the NetSuite Sales Order for BOPIS orders. Enables the Get order fulfillment info from Shopify lookup step on the order flow. |
|
Setting |
Description |
|---|---|
|
Sync sales tax to NetSuite as |
Controls how Shopify sales tax is applied in NetSuite. Recommended: Overwrite NetSuite tax replaces NetSuite's calculated tax with the Shopify tax total. |
|
Per-line taxes on transaction enabled in NetSuite |
Check this if NetSuite is configured to track taxes at the line level (Setup > Company > Enable Features > Transactions > Per-line taxes on transactions). Must match NetSuite configuration exactly. |
|
Break up Shopify tax as individual line items in NetSuite |
When enabled, the total Shopify tax is broken into individual tax line items on the NetSuite order. Use when you do not use NetSuite's built-in tax engine. |
|
Sync GST/VAT for the customer country |
Enable for international stores using the Shopify "Include or exclude tax based on customer's country" setting. When enabled, the flow adjusts tax inclusion/exclusion based on the customer's country. |
|
Deduct GST/VAT from the order total |
When enabled, it deducts GST/VAT from line item prices and shipping costs before syncing to NetSuite. |
|
Exclude tax if marketplace sales tax applies |
When enabled, it excludes tax from line items where the sales channel (marketplace) is liable for collecting sales tax. |
|
Default NetSuite tax code |
Internal ID of the default NetSuite tax code or tax group applied when no specific tax mapping is available. |
|
Default NetSuite CA tax code |
Internal ID of the default NetSuite tax code for Canada-specific tax rules. |
|
Setting |
Description |
|---|---|
|
Sync Shopify cart level discounts to NetSuite as |
How cart-level discounts are represented on the NetSuite Sales Order header. Discount Item (recommended) adds a discount line item. Promotion maps to a NetSuite promotion if you maintain 1:1 promotion mapping. |
|
Sync Shopify line-level discounts to NetSuite as |
New line below the original line (recommended) adds a discount line item below each line item. Adjustment to item price reduces the unit price directly. |
|
Sync Shopify shipping discounts to NetSuite as |
New line below the original shipping line (recommended) adds a discount line below the shipping line. Adjustment to shipping cost reduces the shipping line amount. |
|
NetSuite discount item to track Shopify cart discounts |
The NetSuite discount item is used to track cart-level discounts. Required when using Discount Item mode. |
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NetSuite discount item to track Shopify line discounts |
The NetSuite discount item is used to track line-level discounts. |
Before running the Shopify order to NetSuite sales order or cash sale (add) flow, you must create an Item ID Map when using:
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NetSuite discount item to track Shopify cart discounts
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NetSuite discount item to track Shopify line discounts
Assume the following selections in the template:
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NetSuite cart discount item: Shopify Cart Discount
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NetSuite line discount item: Shopify Discount
The template uses the Celigo Shopify Item Id Map to translate Shopify discount values into NetSuite items. If not configured, the flow fails with the following mapping (value_lookup_failed) error.
A mapping error occurred. Could not find a match for "[{"isinactive":"is","F"},{"custrecord_celigo_shpf_siim_variantid":"is","Shopify Cart Discount"},{"custrecord_celigo_shpf_siim_shpfstore":"anyof","101"}]" for the record type "Celigo Shopify Item Id Map".
Note
"Shopify Cart Discount” is a user-created item; the name may differ in your account. Likewise, the store ID (for example, 101) is environment-specific and may vary.
To create an Item ID Map (lookup):
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In NetSuite, go to Customization > Lists, Records & Fields > Record Types > Celigo Shopify Item Id Map.
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Click the hyperlink List.
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Click New Celigo Shopify Item Id Map.
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Populate required fields:
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For cart discount mapping:
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NetSuite Item: Select: Shopify Cart Discount
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Shopify Variant ID: Enter: Shopify Cart Discount
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Shopify Store: Select the same store used in template
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For cart discount mapping:
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NetSuite Item: Select: Shopify Discount (or your configured item)
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Shopify Variant ID: Enter: Shopify Discount
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Shopify Store: Same store as above
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-
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Save the record.
Note
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Ensure the Shopify Variant ID exactly matches the NetSuite Item
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Ensure the correct Shopify Store is selected
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Ensure the record is Active
-
Once configured, Shopify orders with discounts will sync successfully to NetSuite without lookup errors.
|
Setting |
Description |
|---|---|
|
Sync all orders against the default NetSuite customer |
When enabled, all orders are assigned to the default NetSuite customer instead of creating or looking up individual customers. Useful for B2C businesses that do not require per-customer records in NetSuite. |
|
Trim customer name if invalid |
When enabled, automatically trims the customer name to the first 32 characters before syncing to NetSuite, preventing NetSuite field length validation errors. |
|
Merge tags |
When enabled, tags from the NetSuite customer are merged with the customer's existing Shopify tags. When disabled, the Shopify customer's tags are overwritten. |
|
First name if missing on Shopify order |
A fallback value used as the customer's first name when the Shopify order has no customer first name. Prevents manual intervention for orders with incomplete customer data. |