The CloudExtend Setup Wizard guides you through the most important steps of installing and configuring CloudExtend.  Before using the Wizard, please ensure that you have created licenses for the CloudExtend components that you wish to use.

Note: The Configuration Wizard is launched immediately after setting up CloudExtend licenses through the Celigo License Manager. If you  wish to re-launch the Configuration Wizard at a later time, go to Setup > Custom > Celigo CloudExtend Setup Wizard.

Step 1: Setup CloudExtend Users 

If you created a trial license using the License Manager, you will have 5 User Licenses (or “seats”) for CloudExtend Gmail, Google Calendar and Google Docs. If you have purchased CloudExtend, you would have specified the number of seats during the sales process. First step of the wizard lists the active NetSuite users on your account. Seats for each product can be distributed to the desired users by selecting the check box under the respective column.

Step 2: Authorize CloudExtend to Access Google Apps Data

When you click Next in Step 1, you will be redirected to Google Apps and requested to Grant Access to Google Apps Data. Google will list the services that CloudExtend needs access to, and will ask you to verify that you wish to grant this authorization. Note that since CloudExtend is a solution hosted within your NetSuite account, it will display NetSuite.com as the web site requesting this authorization. Click Grant Access button. CloudExtend will not work if you do not grant this authorization.

The permissions required by CloudExtend and the reasoning behind those requirements are listed below.

• Google Contacts: CloudExtend Google Contacts requires read/write access to your domain’s Google Shared Contacts list in order to perform synchronization between NetSuite and Google contacts data.
• Google Calendar: CloudExtend Google Calendar requires read/write permissions on individual’s Google Calendar in order to perform bi-directional sync between NetSuite and Google.
• Google Docs: CloudExtend Gdocs requires this permission to search, create and share documents with your Google Apps users.

Once the authorization is granted, Google will return you to the CloudExtend Setup Wizard.

Step 3:  Install CloudExtend Gmail Gadget

If you have not done so already, step 3 guides you through the installation of CloudExtend Gmail gadget. Note that the Google Marketplace will open in a new browser window. Follow the instructions on the Wizard to install the Gmail gadget.

Note that this step will only be presented if you have licensed CloudExtend Gmail.

Step 4: Setup Enhanced Message Sync

If you are using CloudExtend Gmail, it’s highly recommended that  you setup Enhanced Message Sync. During setup, CloudExtend sends out an email with instructions to your users, pointing them to several steps that they need to completed themselves. Step 4 lets you customize the contents of this email to ensure that your users will pay due attention to these instructions.

Step 5: Set Calendar Sync Preferences

In this step you can specify how the NetSuite and Google Calendars sync. It could be set to sync events between both calendars, or it could be limited to exporting events from NetSuite to Google and vice-versa.

If your account contains customized forms for Calendar Events, you may need to specify which form CloudExtend should use when creating events in the NetSuite calendar. This ensures that validation rules or user interface scripts that you’ve setup in NetSuite do not interfere with the CloudExtend sync process.

Step 6: Set Default Subsidiary on One World Accounts

If you’re on a NetSuite One World Account, you need to specify which Subsidiary should be used as the subsidiary when importing Contacts from Google.

Conclusion

CloudExtend is now configured for your account. You can follow the links presented on the final step to set up Open ID Sign-on if you wish to use that feature.

Please check the FAQ section for common issues and solutions related to CloudExtend installation/configuration.

By default, CloudExtend Google Contacts will export any public contact that you create to Google Domain Shared Addressbook. You can control this behavior and limit the contacts to those that match a specific condition by following these steps:

1. In NetSuite, go to Lists > Relationships > Contacts > Search
2. Setup the search criteria and click “Created Saved Search” button
3. Specify a title for the search and select the “Public” option before saving the search
4. Go to Setup > Company > General Preferences
5. From the Custom Preferences sub tab, select the search you created for the Saved Search for Contacts to Export field
   
6. Click Save

The Pricing Matrix sub-list on Item records have special behavior in SmartClient.  This because the standard SmartClient table is not the optimum layout to display a matrix structure.

You may be aware that  the following features the affect the structure of a Item’s Pricing Matrix:

• Multiple Currencies (Setup > Enable Features > Company)
• Quantity Pricing (Setup > Enable Features > Transactions)
• Multiple Prices (Setup > Enable Features > Transactions)

In the simplest case, when neither of these features are enabled, the pricing matrix can be represented in a standard SmartClient template with just the Discount and Price columns.

However, when these features are on, the Elegant Layout provides the best interface to view or update the pricing data.

The Elegant Layout generates a matrix view of the price levels and quantity prices, resembling the interface you would see on NetSuite.

Note that, the SmartClient can only work with one Currency at a time. So, if you need to add prices for multiple currencies, you’ll need to add them in multiple steps (i.e. update one currency first and then repopulate the table with the other currency data and do another update). Make sure that you turn off “Replace existing lines when updating” (see first screenshot) option if you plan to do this multiple update process using a template.

You can also use the Standard Layout when all the features are enabled. However, in this case, you will only be updating the values for the first Quantity Pricing. In this case as well, be sure that the “Replace existing lines…” option is turned off.

The Amazon Order Cancellation Import closes out Amazon orders in NetSuite that were cancelled in Amazon Seller Central after they were imported into NetSuite.  By default the cancellation import searches for all cancelled Amazon orders that were cancelled in the last 14 days, and only closes out NetSuite orders that were imported from Amazon by the connector and were not already fulfilled in NetSuite.

When importing cancellations, the Connector first checks to to see if there is a matching NetSuite order previously imported by our connector.  If an order is found, the connector checks the order’s status in NetSuite.  If no matching order can be found in NetSuite an “info”-level  message will be logged saying that the Amazon order could not be found in NetSuite.  You should look up the order number in both systems to determine if the order was cancelled before Amazon validated the order and was never imported into NetSuite, or if the order was imported and then deleted in NetSuite.  If the order was already cancelled or closed in NetSuite then the connector will simply mark the order processed and take no further action.

If the order was not yet fulfilled, in either a Pending Approval or Pending Fulfillment state, then the connector will set all line items on the order to Closed, and will set the “ Order Was Closed in NetSuite” checkbox.  If the order has been fulfilled and is in a state of Pending Billing, Billed, or Partially Fulfilled, then the connector will log an error message to the Integration log for that order to indicate that the order was cancelled in Amazon while it was being fulfilled in NetSuite.

The Amazon Order Cancellation Import runs every half-hour from 8 am to midnight, seven days a week.

There are several options to search for and file the files you have stored in Celigo CloudStorage using the CloudStorage File Browser. Note that CloudStorage files cannot be found using standard NetSuite search options, such as Global Search.

To search all files by keyword:

1. Go to Setup > Custom > Celigo CloudStorage File Browser.
2. In the Search field at the top of the file browser, enter a keyword included in the file name.

The search results show as you type just below the Search field. Click a file name to download it.

Note: If you do not see the Search field, you may need to make the window larger or maximize the window.

To search for records or transactions with files attached:

1. Go to Setup > Custom > Celigo CloudStorage File Browser.
2. In the NetSuite Record View, check the box to Show only records with files.
3. In the Select Record Type dropdown, choose the type of record or transaction with files attached.
4. In the Search field, enter all or part of a record or transaction name.

The NetSuite Record View pane filters to show only those meeting your criteria. Click Clear Results to clear the search results and view all files.

To search for files attached to records or transactions:

1. Go to Setup > Custom > Celigo CloudStorage File Browser.
2. In the right side pane of the CloudStorage File Browser, choose a record or transaction type in the Record Types dropdown.

The File Browser filters to show only files attached to the type of record or transaction you select. Click Clear Results to clear the search results and view all files.

To search for files of a certain type:

1. Go to Setup > Custom > Celigo CloudStorage File Browser.
2. In the right side pane of the CloudStorage File Browser, choose a file type in the File Type dropdown.

The File Browser filters to show only files of the type you select. Click Clear Results to clear the search results and view all files.

On the leftmost side of the CloudStorage File Browser, the NetSuite Record View shows all records and transactions in folder hierarchy. Using the Show only records with files box at the bottom of this pane, you can choose to show all records in this view or only those that already have S3 files attached to them.

You can also the use the Select Record Type filter at the bottom of the pane to only see a certain type of records and transactions, such as customers. Once you select a record type, you can use the Search field to find a specific file or record.

To attach a new file(s) to a record:

1. In the NetSuite Record View pane, select a record name or transaction number, and click the Add button. You can also right-click a record name and choose New File.
2. In the Upload to Amazon S3 popup, click the Add File(s) button, and select the file or files you want to add. Hold the CTRL key to select more than one file.
   The files you have selected are added to the queue.
3. To add files from a different location, click the Add File(s) button again.
4. Check the Available without login box at the top of the popup window to upload all files in the queue as available without login. Files available without login can be shared to anyone using the URL assigned to the file after upload.
   You can find a file’s URL by right-clicking the file after upload and selecting Properties.
5. Check the Advanced box in the popup to add editable columns for Name and Notes to store with the file.
6. Click Upload File(s) to upload all files in the queue. The popup window closes when the upload is complete.
   Note: If you close the window, your file upload may not complete.

To attach an already uploaded file(s) to a record:

1. Locate the record or transaction you want to attach a file to and expand the folder view so that the record is accessible.
2. In the File System pane or the File Browser pane, locate the file you wish to attach.
3. Select the file you want to attach. You can hold the CTRL key to select more than one file to attach.
4. Drag and drop the file(s) to the record or transaction.

To update a file:

1. Select the file you want to update to a newer version.
2. Click the Update button.You can also right-click the file and select Update.
3. In the Upload to Amazon S3 popup, click the Add File(s) button, and select the file you want to update.
4. The files you have selected are added to the queue.
5. Check the Available without login box at the top of the popup window to upload all files in the queue as available without login. Files available without login can be shared to anyone using the URL assigned to the file after upload.
   You can find a file’s URL by right-clicking the file after upload and selecting Properties.
6. Check the Advanced box in the popup to add editable columns for Name and Notes to store with the file.
7. Click Upload File(s) to update all files in the queue. The popup window closes when the upload is complete.
   Note: If you close the window, your file upload may not complete.

To remove a file(s) from a record or transaction:

1. Open the folder for the record or transaction you need to remove a file from.
2. Select the file you want to remove, and click the Remove button at the top of the File Browser. You can also right-click the file name, and choose Remove.
   Note: Removing a file from a record or transaction does not delete the file. If you stored the record in the File System or attached the file to other records or transactions, it remains in those locations.

To delete a file:

1. Select the file(s) you want to delete from all locations.
2. Click the Delete button. You can also right-click the file and select Delete.

The following steps guide you through the setup and customization of Celigo CloudStorage. Set permissions to choose which roles should access files, change record type names to match the rest of your account, and change the order of record types in the file browser.

To set permissions for the Celigo CloudStorage File Browser:

1. Go to Setup > Customization > Scripts, and select Suitelet in the Type field. Click Deployments next to Celigo AS3 NS Top Nav Builder. If the deployment record does not open automatically, click Edit next to the record. Click the Audience tab, select the roles that need access to the Celigo CloudStorage File Browser, and click Save.
2. Go to Documents > Files > File Cabinet > SuiteBundles > Bundle 22074, and download the crossdomain.xml file.
3. Connect to Amazon S3 using S3 Fox, a Firefox add-on. Create a new bucket, and upload the crossdomain.xml file. Make a note of the bucket name you create for later reference. The bucket name should NOT contain a period in the name and must be all lower case. For example, “NetSuite.Data” must be “netsuitedata” when naming the bucket.
4. In Amazon S3, right-click crossdomain.xml, and click Edit ACL to set Everyone Read permissions.
5. In NetSuite, go to Setup > Company > General Preferences, and click the Custom Preferences tab. In the AWS S3 Bucket Name field, enter the bucket name you created in step 3. Fill in the details for the AWS Access Key ID and AWS Secret Access Key fields, and provide a value for the No. Seconds for URL Expiration field.
6. Go to Setup > Customization > Record Types,and set Full permission to the following record types:
   • Celigo AS3 File
   • Celigo AS3 Folder
   • Celigo AS3 File Association
   • Celigo AS3 Record Type1
   • Celigo AS3 Record Type2
   • Note: Roles that have access to the Celigo CloudStorage File Browser also need Full access to the above record types.
7. To enable the Amazon S3 Files subtab for record types go to Setup > Customization > Scripts, and select User Event in the Type field.Click Deployments next to the Celigo AS3 Files Sub Tab Manager. Click Edit next to a record type to set the role permission for viewing S3 files on that type of record.

To change the name of a record grouping as it appears in the Celigo CloudStorage File Browser (NetSuite Record View pane):

1. Go to Setup > Customization > Record Types.
2. Click List next to Celigo AS3 Record Type1.
3. Click Edit next to a record group to give a custom name to the folders in the NetSuite Record View pane of the CloudStorage File Browser.
   

To change the record type name in the Celigo CloudStorage File Browser (NetSuite Record View Pane):

1. Go to Setup > Customization > Record Types.
2. Click List next to Celigo AS3 Record Type2.
3. Click Edit next to a record type to match a record name to renaming already used in the account at Setup > Company > Rename Records/Transactions.
   

Before installing Celigo CloudStorage, please contact us with your account number so that the installation bundle can be shared with your NetSuite account. To find your NetSuite account number, go to Support > Customer Service > Contact Support By Phone in your NetSuite account. The account number shows in the pop-up window.

The following is required from the client (pre-install):

• Administrator credentials to the NetSuite account.
• AWS Access Key ID, and AWS Secret Access Key

Installing the Celigo CloudStorage File Browser Bundle:

To install the bundle for Celigo CloudStorage File Browser for NetSuite:

1. Log in to NetSuite using the Administrator role, and then go to Setup > Customization > Install Bundle.
2. On the Install Bundle screen, in the Location field, select Production Account.
3. In the Account ID field, enter TSTDRV916910, and click Search.

Click the Celigo CloudStorage File Browser link to open the Bundle Details page, and then click the Install button. On the Preview Install page, click Install Bundle to complete the bundle installation process. Once installation is in progress, you are redirected to the Installed Bundles page, where you can keep track of the installation progress. Once the bundle has been installed, the Install Status should change to Succeeded.

The following NetSuite actions are required from the client (post-install):

1. Go to Setup > Custom > Celigo CloudStorage Bundle Settings.
   You may need to logout, clear your browser cache, and log back in as Administrator to see this option.
2. Verify that you receive the message “CloudStorage bundle settings updated successfully.”

When a new version is released, you may need to update the bundle to get the new features. To update your version:

1. Go to Setup > Customization > Install Bundle > List, and click Update next to Celigo CloudStorage File Browser.
2. On the next Preview Bundle Update screen, Select “Update and Preserve Data” option under the action column. Click Update Bundle to complete the process.

Flow Summary

The Fulfillment Export flow exports item fulfillments from NetSuite to Magento. The flow is triggered as soon as the Item Fulfillment record is saved in NetSuite. The flow supports both Partial and complete Fulfillments.

Flow Details

The flow exports NetSuite’s Item Fulfillment record and creates a corresponding Magento shipment record. The Shipment record is created with the same items and quantity as present in the NetSuite fulfillment record. The flow also exports the “Package Tracking Numbers”, “Shipping Carrier” and “Shipping Method” on the fulfillment record.

Shipment Mail Notification

Once the Shipment  is created in magento, the flow can be configured to send shipment notification with tracking numbers. Please contact Celigo to enable this functionality.

Flow Schedule and Monitoring

The Fulfillment Export flow runs in real time as soon as  the Order is partially or completely fulfilled in NetSuite.It also supports bulk fulfilling of orders in NetSuite.

Handling Export Failure

In case of a failed export,  the errors are logged for  the corresponding fulfillment record under Custom tab > Celigo Integration Log. In order to re-try the fulfillment export flow,  save  the record once again.

All the errors are also logged in the Celigo Integration Dashboard.

Note: The connector does not update the status of the order in Magento as part of the Fulfillment export.

Celigo Magento3 Connector is the new Magento Connector that has been designed ground up and leverages latest technology available to offer the best experience possible. 

Magento3 connector is built on NetSuite and leverages SuiteScript for direct cloud to cloud connectivity for most of the flows. This allows us to have all the important flows perform real-time.

There are two versions of this connector – Magento Connector and Magento Connector Plus. The latter offers an extended functionality with more data flows between Magento and NetSuite. Following flows are supported by Magento3 today:

• Realtime Order Import (Magento to NetSuite) – Magento Connector
• Realtime Customer Import (Magento to NetSuite) – Magento Connector
• Realtime Customer Export (NetSuite to Magento) – Magento Connector
• Realtime Item Export (NetSuite to Magento) – Magento Connector
• Realtime Shipping Export (NetSuite to Magento) – Magento Connector
• Realtime Billing Export (NetSuite to Magento) – Magento Connector
• Inventory Export (NetSuite to Magento) – Magento Connector

Magento Plus connector supports following flows in addition to all of the above mentioned flows:

• Realtime Order Export (NetSuite to Magento) – Magento Connector Plus
• Credit Memo Import (Magento to NetSuite) – Magento Connector Plus
• Realtime Credit Memo Export (NetSuite to Magento) -Magento Connector Plus
• Realtime Order Cancellation Import (Magento to NetSuite) – Magento Connector Plus

Order Import (Magento to NetSuite)

The Order Import flow imports order data in real time from Magento into NetSuite as soon as the order is created in Magento. Click here for more details.

Customer Import (Magento to NetSuite)

The Customer Import flow imports customer data in real time from Magento into NetSuite as soon as the customer record is saved  in Magento. If the customer already exists in NetSuite, the Connector updates that record with the data from Magento. If no customer is found in NetSuite, the Connector creates a new customer record in NetSuite. Click here for more details.

Customer Export (NetSuite to Magento)

The Customer Export flow exports customer data from NetSuite to Magento. A record is exported to Magento when the Export to Magento box on a NetSuite customer record is checked and the record is saved. The Connector creates a new customer in Magento if there is no Magento ID on the NetSuite record. If the NetSuite customer contains a Magento ID, the Connector updates the linked Magento customer with any changes made in NetSuite. Click here for more details.

Item Export – Real-Time (NetSuite to Magento)

Retailers can designate which items from NetSuite are sold in Magento, making it easy for you to update your Magento product catalog with changes you make to descriptions or pricing in your NetSuite item master. Create and update items in Magento, manage their categories and attributes, and upload tier prices and image data every time you save an item record. The integration can also import item data from Magento into NetSuite for a reverse sync. Click here for more details.

Fulfillment Export (NetSuite to Magento)

The Fulfillment Export flow exports item fulfillments from NetSuite to Magento. The flow is triggered as soon as the Item Fulfillment record is saved in NetSuite. The flow supports both Partial and complete Fulfillments. Click here for more details.

Billing Export (NetSuite to Magento)

The Billing Export flow exports billing data from NetSuite to Magento. The flow is triggered as soon as the Cash Sale record or Customer payment applied to an Invoice record is saved in NetSuite. The flow supports both Partial and complete Billing of Orders. Click here for more details.

Inventory Export (NetSuite to Magento)

The Inventory Export flow exports an item’s Quantity and Stock Availability from NetSuite to Magento. All other item fields are handled by the Item Export flow. Click here for more details.

Magento Connector PLUS

Celigo also offers the Magento Connector Plus product for customers that want to take their Magento integration one step further. The Magento Connector Plus uses a proprietary Magento extension to go beyond the standard Magento API and power the following automated flows:

Order Export (NetSuite to Magento)

The Order Export flow exports sales order data from NetSuite to Magento. This flow is triggered when the Export to Magento box on a NetSuite order is checked and the order is saved. The Connector only supports exporting a NetSuite order to create a new order in Magento. Updates to orders that are already in both systems are not synced. Click here for more details.

Credit Memo Import (Magento to NetSuite)

The Credit Memo Import flow imports Credit Memos issued in Magento into NetSuite as Cash Refunds or Credit Memos, depending on whether the original transaction was a cash sale or a credit sale. Click here for details.

Credit Memo Export (NetSuite to Magento)

When a credit memo or cash refund is created in NetSuite for an order that is linked to a Magento order, the Connector creates a new credit memo in Magento with the corresponding line items and totals. This flow runs in real-time as soon as a credit memo is saved. Click here for details.

Order Cancellation Import (Magento to NetSuite)

When an Order is cancelled in Magento which has not been billed, it is cancelled in NetSuite and the inventory is re-stocked automatically by this flow in real-time. The flow also supports partial cancellation where even if the part of the order has been billed and rest is cancelled in NetSuite, the remaining items in NetSuite are closed in NetSuite.

Flow Summary

The Order Import flow imports order data in real time from Magento into NetSuite as soon as the order is created in Magento.

Multi-Store Setup

If you use multiple stores in Magento, the Connector imports orders from all the stores. However, the Connector can be configured  to import orders only from specific stores. For example, your Magento account operates three stores, but only store #1 and store #3 need to be integrated with NetSuite. The Connector can be configured to import orders from only those two stores without any additional cost.

Magento Order Statuses

The connector is configured to import orders with the status of Processing or Pending by default. However this can be customized to import orders with specific statuses only, including custom statuses.  For example, your Magento account operates two stores, store #1 can be configured to import orders with processing or pending statuses and store #2 can be configured to import orders with Pending status only without any additional cost.

Duplicate Order Check

The Connector creates a custom Magento ID field in NetSuite during Connector installation. The Magento ID from Magento is stored in this field as well as the External ID field when orders are imported to NetSuite. When importing an order, the Connector first checks for an existing order in NetSuite with the same Magento ID. If found, the new order is considered a duplicate and an error is logged for the same in the Celigo Integration Logs.

The setting of the Magento order ID as the NetSuite order’s External ID acts as an additional check against importing duplicate orders, as NetSuite does not allow multiple orders with the same External ID. The Connector also checks the Magento box on the NetSuite order to indicate that the order came from Magento.

Handling Customers Associated With Orders

There are two types of orders in Magento – customer orders and guest orders. Based on the order type, the Connector uses the following criteria to find the corresponding NetSuite customer and set it on the NetSuite order:

• Magento ID – For customer orders, the Connector searches for existing customers in NetSuite based on the Magento ID value of the customer. If found, that customer is set on the NetSuite order.

• Email address – For guest orders or for customer orders when no match is found on Magento ID, the Connector searches for customers with a matching email address. If a match is found, the Connector selects the first record returned in the result, which is the record with the lowest internal ID when there are multiple matches. The Connector checks the match for a Magento ID related to another Magento customer. If a Magento ID exists, it creates a new customer record in NetSuite. If no Magento ID exists, it updates the record with the data from Magento and also sets the Magento ID field.

If neither of the above searches returns any matches, the Connector creates a new customer record in NetSuite and sets the customer name on the order.

Note: Additional search criteria can be included as part of either of the above searches if needed. Please refer Customer Import Criteria section in the Customer Import flow

Multi-Currency Support

If the “Multiple Currencies” feature is turned on in NetSuite, the Connector can check the currency of the Magento order and set it on the corresponding customer’s record in NetSuite when an order is being imported. NetSuite will then automatically use that currency for any orders created (in NetSuite) for that customer. If the “Multi-Currency Customers” feature is also enabled in NetSuite, it is possible to set multiple currencies for the same customer. If this feature is disabled, NetSuite allows the currency to be set only while there are no existing transactions for the customer, and will report an error if an attempt is made to change the currency of a customer with existing transactions.

Handling Discounted Orders (Coupons, Gift Certificates, Store Credits, and Reward Points)

Magento supports several types of discounts such as coupons (shopping cart price rules), gift certificate redemption, store credit and rewards points. This section describes how the Connector handles them.

• Coupons – The Connector supports coupons without any changes required. Magento coupon codes are mapped to existing NetSuite discount items by default. However, they can be mapped to promotions by Celigo at no additional charge. During import, the Connector sets the appropriate field on the NetSuite order. Discounts are applied at the order level; they are not supported on line items.

The Connector does not support syncing of data from coupons, discounts, or promotions between NetSuite   and  Magento. You need to set up matching discounts in both systems.

• Gift Certificates – Certificate redemption is not supported by default but can be added as a customization. Certificate purchase can be partially supported with the Connector. Please contact Celigo to obtain pricing on how this can be customized.

• Store Credits – Store credits can be partially supported with the Connector. Please contact Celigo to obtain pricing on how this can be customized.

• Reward Points – Reward points are not supported by default. Please contact Celigo to obtain pricing on how this can be customized.

Credit Cards and Payment Methods

For orders placed using credit cards, the actual credit card number is imported and stored securely in NetSuite. However, the authorization code imported along with the order data is enough to capture the payment in NetSuite. The main benefit of having the Credit Card Number in NetSuite is the ability to do a refund later or a re-authorization if an order went on backorder and the original authorization code expired. Please note that the same payment gateway needs to be used in the both systems in this case; otherwise the payment cannot be captured in NetSuite.

The Connector supports the following card types only:

• Visa

• MasterCard

• American Express

• Discover

The Connector imports the Credit Card Information from these fields in Magento: ‘Name on Card’ ,’Credit Card Type’, ‘Credit Card Number’, ‘Expiration Date’.

The credit card type in Magento maps to the Payment Method field on the NetSuite sales order. Magento sends the payment method ID (such as paypal_express for PayPal Express) separately, and it is stored in the “Magento Payment Method” custom field under the Custom tab on the NetSuite sales order. Only credit card types can be mapped to the Payment Method field in NetSuite by default. If this field needs to be used for other Magento payment methods such as PayPal Express or cash/check, this can be done as a customization. Please contact Celigo to obtain pricing on this customization.

Important Notes

• Credit Card Number – The CC Number cannot be imported if the Order fails to import into NetSuite on the first attempt. Also, the CC Number cannot be imported for the Payment Methods which redirect the shopper to third party websites for payment processing and then redirects them back to Magento Order success page. This would typically include these payment methods: ‘Paypal Standard’, ‘Paypal Express Checkout’, ‘Authorize.net Direct Post’.

• Sales Tax – The Connector cannot set the Tax Item or the Tax Total on the NetSuite sales order if NetSuite is configured to automatically apply them. In order for tax totals to match between systems, the tax tables/rules must be identical in both systems. The Connector does not sync tax tables between the two systems.

• Shipping – Shipping method rates must also be identical in both systems. Otherwise, the order total will differ between NetSuite and Magento. The Connector does not sync shipping method rates between the two systems.

• Discount Amounts – While setting discounts or promotions, the Connector sets the discount amount based on the value coming from Magento. However, in some cases NetSuite may override the value which the Connector sets. To prevent this, it is important to make corresponding discounts or promotions use the same rate or value.

• Order Total – The Connector does not set the Order Total amount. NetSuite automatically calculates and sets this amount.

Handling Order Total Variance

It is possible that the order total might not match between the two systems if there is a mismatch in tax, shipping, or discount rates. The Connector has the ability to calculate variances in order total. After the order is imported to NetSuite, the Connector immediately compares NetSuite’s calculated total fields with what was sent from Magento. These fields include Tax Total, Ship Total, and Order Total. If there is any difference between the values calculated by NetSuite and the values sent from Magento, the difference is stored in the variance custom fields as shown below. You may report on these fields in NetSuite on a periodic basis and adjust your G/L with a journal entry if variance values exist.

Handling Import Failure

In case of a Order Import Failure, the error would be logged on the Celigo Integration Log. Once the error is addressed, the order can be re-pushed from Magento by clicking the ‘Push to NetSuite’ button on the Order View Page in Magento for the particular order. Also, failed orders can be pushed to NetSuite in bulk by selecting the Mass Action ‘Push to NetSuite’ in the Order List Page.

Flow Schedule and Monitoring

The Order Import flow runs in real time as soon as the order is placed in Magento. The flow can be monitored from the Integration Dashboard. Please click here for more information.

Default Field Mappings

The following mappings are installed by default. Please consult your Celigo project resource for mapping additional fields, as it might not be possible to map certain fields. If you need assistance, please contact Celigo to obtain pricing on this customization.

Note: The Order Import flow does not support order cancellations. If a Magento order is cancelled after it has been imported into NetSuite, the corresponding NetSuite order must be manually cancelled. Updates to orders that are already in both systems are not synced.

The Connector does not support ‘Item Group’ type items. That is, if an item on an order being imported is set up as an ‘Item Group’ in NetSuite, the import of that order will fail.

The connector syncs all contacts in real time^[1]from your Salesforce account that meet the following criteria:

• The contact’s account record has been sync’d. You can create as many contacts as you like for non-sync’d accounts (prospects), and the contact data will not clutter your NetSuite account. When you perform an action that causes a contact’s account to sync, that contact and any other contacts associated with that account are sync’d. The connector syncs data with NetSuite when it is needed and ignores data in Salesforce when it is not needed.
• The contact has an email address in Salesforce or has an email address that has already been sync’d to a NetSuite contact record. When a contact is first sync’d, the connector uses the email address on the contact to find an associated contact in NetSuite. If a contact with that email cannot be found, a new contact record in NetSuite is created. If a contact record is found, the contact is sync’d with the existing NetSuite contact. If a contact has already been sync’d, the contact’s NetSuite ID is stored in a hidden field in Salesforce. That ID is used to perform subsequent updates, including email address updates.
• The contact has not been locked in NetSuite. If the SFDC Lock Record box is checked on a contact record in NetSuite, the contact’s data is not updated with information from Salesforce.

By default, the following mappings are installed:

If an error occurs when a contact is sync’d, the error is logged  in NetSuite in the Celigo Integration Log – please click here for more info. On Enterprise and Unlimited editions, the error is also displayed on the contact record in Salesforce in the NetSuite Sync field, as shown below. If the sync is successful, the field contains the time stamp of the last sync. For other limitations pertaining to the Salesforce Professional Edition, please see the FAQ link at the end of this page.

Note:

1. On Salesforce Enterprise and Professional Editions, data synchronization occurs in real-time between Salesforce and NetSuite. However, on Salesforce Professional Edition only the data export from NetSuite to Salesforce happens in real-time. Data import from Salesforce to NetSuite occurs at predefined intervals. For more information on limitations of Salesforce Professional Edition, please see the FAQ entry linked below.

See Also

• FAQ : What are the limitations of using the connector with Salesforce Professional Edition?

Coming Soon

Coming Soon

Coming Soon

Coming Soon

Note: This flow is only available as part of Magento Connector Plus. Please contact sales@celigo.com if you would like to upgrade your existing Connector to the Plus version.

Flow Summary