Proposal Summary
This proposal covers the scope of Magento to NetSuite Integration.
Requirement
Affinity Tool would like to sync integrate the Magento websites with NetSuite such that the data from
both applications are synced. Both the websites of Affinity Tool and Bora tool need to be synced with
NetSuite.
Deliverables
The Magento – NetSuite integration can be achieved via the NetSuite REST API integration. The
websites Affinity Tool and Bora Tool will be integrated separately with NetSuite. Also, the integration
can be implemented between the staging websites of Bora Tool and Affinity Tool with the NetSuite
Sandbox.
The following integrations will be considered in the scope.
- Customer Sync – Scheduled (Magento to NetSuite).
The customer created through the registration form on the website will be integrated into NetSuite.
The customer sync will be done from Magento to NetSuite only (one way).
Magento customers will be created as customer type: “Individual” in NetSuite. Basic Customer details
including name, email, address will be mapped to NetSuite.
The sync will be executed in Schedule in NetSuite. So, there will be a maximum of 15 minutes delay in
syncing customers from Magento to NetSuite.
The Customer updates will NOT be synched from Magento to NetSuite. Existing customers in Magento
will not be synced to NetSuite. Instead, we will link the existing Magento customers to NetSuite using
email as the identifier.
- Order Sync – Scheduled (Magento to NetSuite).
The Orders placed in Magento will be synced to NetSuite as Sales Orders. As payment is also initiated
in Magento at the time of Order, a Customer Deposit will be created in NetSuite along with the Sales
Order.
The Order sync from Magento to NetSuite will perform in Schedule. So, a maximum of 15 minutes
delay will be there in Order sync to NetSuite. We assume Tax in orders need not be considered.
The Order sync will be done from Magento to NetSuite only (one way).
Updates made to the Magento order once synced will NOT be synced to NetSuite. - Item Fulfilment Sync- Real Time (NetSuite to Magento):
The item fulfilment will be taken place on the NetSuite side via existing EDI Integration. When an Item
Fulfilment is created for a Sales Order in NetSuite, a Shipment is created for the corresponding Order
in Magento.
Partial Fulfilments of the Orders are also considered.
The Shipping details from NetSuite Item Fulfilment will be synced to Magento Shipments.
Item Fulfilment sync is done from NetSuite to Magento only (one way). The Item Fulfilments will be
synced in Real time to Magento. - Invoice Sync – Scheduled (Magento to NetSuite)
Invoices are created for the Orders in Magento. These Invoices are synced to NetSuite as cash Sales.
The Invoice sync will run in Schedule. And is done from Magento to NetSuite only (one way). - Inventory and Price sync – Real Time (NetSuite to Magento)
The Quantity Available in NetSuite for the Items are synced to corresponding Products in Magento.
The NetSuite location to be considered for the inventory sync is to be confirmed.
The Item Name/SKU can be used as the unique identifier for Items.
In Magento the stock will be updated to the default inventory source. No other inventory sources are
considered for now.
Also, the Base Price of the Items will be synced from NetSuite to Magento. The currency will be
considered is USD. Tier pricing and other price levels are not considered.
We assume the Price and Stock of Configurable products and Bundle Products will be handled on the
Magento side. We shall be updating the Price and Stock of Simple Prodcuts only in Magento.
The Inventory and Pricing sync will run in Real Time and is done from NetSuite to Magento (one way).
Only Products which are existing in both NetSuite and Magento is considered for the inventory and
price integration.
Error Handling
All the errors occurred during the integration shall be stored in a custom record. The custom record
will have the details of error message.
Assumptions
• The customers to be considered in the integration are B2C.
• Transaction emails would be sent automatically as per the current process in NetSuite. No
email customization is considered in the scope.
• We assume the configurations in both the websites of Affinity Tool and Bora Tool are same.
• We assume Items in NetSuite exists in Magento also.
• The Item Name/SKU can be used as the unique identifier for Items.
• Field mappings can be confirmed during the development phase.
Out of Scope
• Product creation in Magento is not considered. Only Inventory and Pricing update is
considered.
• Tier pricing, Price levels and customer groups are not considered.
• Contact sync is not considered.
• No email templates/customizations are considered.
Risks
There are possibilities that the Magento API endpoints may get depreciated in future. In such cases
the APIs should be updated in the integration.