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:

inventoryItem
lotNumberedAssemblyItem

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.

sku	netsuite_product_id	netsuite_item_type
e.g. ABC-1234_5	539	inventoryItem
e.g. DEF-1234_5	318	lotNumberedAssemblyItem

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.

account_name	account_netsuite_customer_id
Zoey Inc.	1234

Once completed, import the spreadsheet as a CSV File following the standard Account Data Import