Step 1: Prepare your Zoey Data
Create Product Attributes for NetSuite
Zoey Products will not automatically link to NetSuite without a few “Custom Attributes” filled in.
Start by navigating to Products > Attributes and create the below attributes.
1. Netsuite Product ID
a. Type: Text
b. Note: it is your preference if you want this value to show to your Zoey customers.
2. Netsuite Item Type
a. Type: Dropdown
b. You can leave all other check-boxes unchecked
c. After clicking Save, scroll to the “Values” section and enter the below options:
Link Zoey SKUs to NetSuite Product IDs
Next, create a spreadsheet that will associate your Zoey SKUs with the correct NetSuite Product IDs and Item Type. This data should be easily exportable from your NetSuite environment.
Once completed, import this spreadsheet as a CSV File following the standard product data import process.
Link Zoey Accounts to NetSuite Customer IDs
Typically, NetSuite Customers will be imported into Zoey using the NetSuite API. However, if you want to assign NetSuite Customer IDs to Accounts existing in Zoey, you may do so via CSV import.
Create a CSV spreadsheet that will associate your Zoey Accounts with the correct NetSuite Customer IDs.
Once completed, import the spreadsheet as a CSV File following the standard Account Data Import
Updated 7 months ago