For Customers Only imports that update existing records, the Field Mapping page includes a Contact Access sublist. We can map this sublist’s fields to provide Customer Center access to contacts.
Sublist fields include:
- Access – Boolean indicating whether to grant NetSuite access to the contact
- Contact – Contact name used the key for the sublist
- Email – Email address used as the NetSuite username for the contact
- Notify – Boolean indicating whether to send notification email to contact
- Password – NetSuite password for the contact
- Role – NetSuite role assigned to the contact (Customer Center)
We can import this data during updates of preexisting customer records that have preexisting contact records already attached. We cannot add new customer records, add new contact records, or attach new contacts to customers at the same time that we import contact access data. We must complete these other tasks first, either in the user interface or through an import, before you can import contact access data.
Here is the workflow:
1) Add customers.
2) Add contacts.
3) Attach contacts to customers.
4) Update customers to give access to attached contacts.