Customer Sync from NetSuite to third party system -Scenarios to be included in Create case

Creating a customer in NetSuite can be done in multiple ways, depending on the use case and level of automation required. Here are the most common methods:

1. Manual Entry via NetSuite UI

• Navigate to Lists > Relationships > Customers > New.
• Fill in required details such as Name, Email, Subsidiary (if applicable), Address, Contact Info, Payment Terms, etc..
• Click Save.

2. CSV Import (For Bulk Upload)

• Go to Setup > Import/Export > Import CSV Records.
• Choose Customers as the record type.
• Upload a CSV file with customer data.
• Map the fields to NetSuite fields.
• Run the import.

3. REST API (SuiteTalk REST Web Services)

• Use a POST request to the https://<account_id>.suitetalk.api.netsuite.com/services/rest/record/v1/customer endpoint.
• Include customer data in JSON format.
• Example:

{
  "companyName": "ABC Corp",
  "email": "abc@example.com",
  "phone": "123-456-7890",
  "subsidiary": {"id": "1"},
  "entityStatus": {"id": "13"}
}

4. SOAP API (SuiteTalk SOAP Web Services)

• Create a Customer record in SOAP XML format.
• Send a add request to the NetSuite SOAP endpoint.
• Example:

<ns1:add>
  <record xsi:type="ns2:Customer">
    <ns2:companyName>ABC Corp</ns2:companyName>
    <ns2:email>abc@example.com</ns2:email>
    <ns2:phone>123-456-7890</ns2:phone>
  </record>
</ns1:add>

5. SuiteScript (Customization & Automation)

• Client Script, User Event Script, or Suitelet can be used to create customers programmatically.
• Example using SuiteScript 2.0:

define(['N/record'], function(record) {
  function createCustomer() {
    var customer = record.create({ type: record.Type.CUSTOMER });
    customer.setValue({ fieldId: 'companyname', value: 'ABC Corp' });
    customer.setValue({ fieldId: 'email', value: 'abc@example.com' });
    return customer.save();
  }
  return { createCustomer: createCustomer };
});

6. NetSuite Connectors (e.g., Celigo, Dell Boomi, Mulesoft)

• If integrating with Shopify, Salesforce, or another system, use an iPaaS (Integration Platform as a Service).
• Configure the Customer Sync Flow in Celigo, Boomi, or MuleSoft to automatically create customers in NetSuite.

7.Automatic Conversion via Opportunity or Sales Order

• If a Lead/Prospect is associated with an Opportunity, it will be converted when:
• An Estimate is approved.
• A Sales Order is created.