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NetSuite Customers and Contacts in Upflow

Nolwenn Launay
  • Updated

As part of the integration, Upflow imports your customers and contacts directly from NetSuite. This article outlines how this part of the integration functions with regard to your customer hierarchy, contacts and other important details.

 

The first thing to note is how your customer details from NetSuite are translated in Upflow.

  • Customer name: The NetSuite field named “Company name” is used as the customer name in Upflow. The title of the NetSuite customer page will not be shown in Upflow.
  • Country: Upflow uses the fields located in the Company Information page.

 

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Customer hierarchy

In NetSuite, the parent/child customer relationship allows for hierarchical organization of customers. This relationship is imported into Upflow with some exceptions.

 

⚠️ Note: Upflow only supports 2 levels of customer hierarchy (i.e. parent-child).
Any “grandchildren,” therefore, will appear as though they are directly linked to the top-level parent.

 

Here “Example parent company” has two children: “Example first child” and “Example second child”. “Example first child” itself has a child: “Example grandchild.”

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The image below shows how this relationship is reflected in Upflow.

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When looking at the customer details page in NetSuite, a field “Parent company” is present with a link to the direct parent:

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Here is the equivalent in Upflow:

image (30).png

 

In Upflow the “group” is a link to the top-level parent customer.

 

Note on balances: In NetSuite, the balance shown on the customer does not include the balance of children by default, but in Upflow it does. So the user should not expect to see the same balance in Upflow and NetSuite when the customer has children. On the other hand, when looking at children or at customers without any children, the balances should match.

 

Excluding customers from Upflow

 

Customer exclusion means the customer itself and its meta-data (name, etc.) will be in Upflow (but invisible) but none of its associated data (invoices, transactions, etc.).

 

With Upflow, you can exclude customers natively as part of your NetSuite integration or directly from your Upflow’s settings.

 

To exclude customers natively from your NetSuite sync, Upflow filters them based on a specific value in the standard “category” field. Please submit a support request with a file listing all customers to exclude (Name/External ID/Upflow ID).

  • This is only compatible with the standard NetSuite customer category field.

  • This method is ideal for large datasets (10,000+ customers).

  • Using this exclusion method speeds up the initial sync, as excluded customers' data is never imported into Upflow.

  • However, the incremental sync performance is not affected. The integration reads all changes to the NetSuite instance and then decides which information to discard, after it’s been pulled from NetSuite.

 

⚠️ Note: Once you have excluded a customer, you cannot re-include them. This action is permanent.*

You can learn more about excluding customers directly in Upflow following the initial sync here.

 

Customer contacts

Upflow imports the following information from NetSuite for customer contacts:

  • the “email” field of the customer
  • the contacts declared in the “Relationships” tab of the customer when their company is the same as the customer
⚠️ Note: If the company field is not filled for a contact, they will not be imported by Upflow.

 

Main contact

The main contact is set for contacts with the NetSuite role “Primary Contact,” or by using the email field of the customer otherwise.

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In the event that there are multiple “primary contacts” in NetSuite, Upflow will pick one contact to be the main one based on the order in which the contacts are imported.

 

Notes:

  • Upflow excludes inter-company customers from the import from NetSuite when they are defined as those with representingSubsidiary value.

  • Upflow does not allow the import of customer custom fields as contacts. If you have, for example, "Client billing email address" as a customer custom field in NetSuite, you will need to create a contact with that email address in NetSuite.

  • When importing data into Upflow, if a customer and a contact share the same email address, Upflow merges them into a single contact.

  • If you integrate with Salesforce as well as NetSuite, the Salesforce contacts and account owners will override those from NetSuite.

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