Import NetSuite Orders to Zoey

Orders in NetSuite are not synced to Zoey through the integration. In order to bring your NetSuite Orders into Zoey, they'll have to be exported to CSV and then imported into Zoey through the Order Import.

The Order Import can be automated through a Data Mapper!

A new Zoey Order being imported can either:

• Link to an existing NetSuite Sales Order
• Create a new NetSuite Sales Order and link itself to it.

NetSuite - Order CSV Import Settings

In your Zoey <> NetSuite integration navigate to the Sales Orders section. There you will find Order CSV Import Settings which control NetSuite specific functions of the Order Import.

• Manually Link Orders on Import
  Determines whether Zoey Orders created through the Order Import will be synced to NetSuite. If set to Yes, those orders will not be automatically synced. Instead, the order will expect for an internal ID to be provided to link it. If set to No, the order will create and be linked to a new NetSuite Sales Order automatically.
• NetSuite Order ID Column Name
  Set the column header that your NetSuite Sales Order Internal ID will be listed under on the Order Import CSV.

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Hover the tool-tips for more details!

How to Import Order and Link to NetSuite Sales Order

On the Order Import CSV, include a column with a header that matches what's been entered into NetSuite Order ID Column Name. That column should contain the internal ID of each NetSuite Sales Order being imported.

Orders imported with a NetSuite Order ID will be linked to their NetSuite counterpart!

If Manually Link Orders on Import is set to Yes, and there is no NetSuite Internal Order ID, the Zoey Order will not be synced.

Example with 'netsuite_order_id' column:

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Click here for a full example of the Zoey Order Import template.