Step 4: Set up the Zoey Integration Configuration Page In Zoey

Install the Zoey <> NetSuite Integration App

Configuration

Installing the app will take you directly to the configuration screen, but you can access it anytime from the 🧩 icon (Integrations) in your blue admin sidebar.

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Locate your “Account ID” from NetSuite. This can most easily be found in your NetSuite URL when logged-in and will likely be a 7-digit number i.e. 1234567.

Enter the below values into the Zoey NetSuite Integration configuration page:

  • Host URL: https://[accountID].suitetalk.api.netsuite.com
    Note: replace [accountID] with the account ID you located above.

  • API Version: 2021_1 (or your NetSuite version. Can be found at bottom of your NetSuite dashboard)

  • Account ID: your NetSuite Account ID
    Note: if connecting to a NetSuite Sandbox and the Account ID in your URL looks like this: accountId-sb1, then enter the Account ID in Zoey like this: accountId_SB1 (noting case-sensitivity)

  • Base NetSuite Web URL: https://[accountID].app.netsuite.com/

  • Consumer Key: Enter value saved when creating Integration

  • Consumer Secret: Enter value saved when creating Integration

  • Access Token: Enter value saved when creating access token

  • Access Token Secret: Enter value saved when creating access token

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Customers

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NetSuite to Zoey Customer Import

Import NetSuite Customers into Zoey
When enabled, customers will be synced from NetSuite to Zoey.

Enable Automatic Customer Import
When enabled, customers will be synced from NetSuite to Zoey every 15 minutes.

Send Invitation Email when Customer is Created
When enabled, Zoey will send a New Account Confirmation email.

Import NetSuite Customers from Saved Search
When set to Yes, NetSuite Customers will be imported from a Saved NetSuite Search instead of Custom Field Filters

Saved Search ID
The Internal ID of the Saved Search to import NetSuite Customers.

NetSuite Customer Import Field Mapping

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Zoey Field
Select the field in Zoey you want to sync with a field in NetSuite.

NetSuite Field
Enter the field from NetSuite to map to the field you selected for the Zoey Field.

Additional Field
Add as many additional fields as needed.

Import Behavior

Customers with Contacts
Contacts must have a valid email address to be imported. If there are multiple contacts on a NetSuite Customer then only the first contact will be imported and an error indicating that a customer already exists with that email address will occur for the remaining contacts.

If there are multiple contacts with the same email address on different NetSuite customers a single Zoey customer will be created that will be assigned to multiple accounts.
Customer imported into Zoey as an Account. Customer Contacts will be imported into Zoey as Customers that will be assigned to the Account.

Customers without Contacts
NetSuite Customers without contacts can be created as either a Zoey Customer or a Zoey Account with an assigned Zoey Customer.

Address Settings

Import Default Addresses Only
When set to Yes, only the Default Billing and Default Shipping Address will be imported from NetSuite Customers.

Address Name Field
Field used to determine first and last name when parsing NetSuite address objects.

Address Company Field
NetSuite field to use for Zoey Address Account names

Tax Settings

Taxable Customers Tax Class
The Zoey Tax Class Customers will be assigned to when imported into Zoey if the NetSuite customer is set as Taxable. If "Use Group Tax Class" is selected, the customer will use the Tax Class for their Customer Group.

Tax Exempt Customers Tax Class
The Zoey Tax Class Customers will be assigned to when imported into Zoey if the NetSuite customer is NOT set as Taxable. If "Use Group Tax Class" is selected, the customer will use the Tax Class for their Customer Group.

Sales Reps

Assign Sales Rep
When set to Yes, the NetSuite Customer Sales Rep will be assigned to the Zoey Account/Customer if the NetSuite Customer Sales Rep name is assigned to a Zoey Team Member on this store.

Assign Partners
When set to Yes, the NetSuite Customer Partners will be assigned to the Zoey Account/Customer if the NetSuite Customer Partner name is assigned to a Zoey Team Member on this store.

Zoey to NetSuite Customer Export

Export Zoey Customers to NetSuite
When set to Yes, Zoey Customers will sync to NetSuite

Create NetSuite Customers for Sales Orders
When set to Yes, a NetSuite customer will be created when creating a NetSuite Sales Order if the Zoey Customer is not mapped to an existing NetSuite Customer.

Sync Custom Fields to NetSuite
Customer Attributes in Zoey will sync to custom fields in NetSuite.

Required Customer Fields Rules

Zoey Customer Export Field Mapping

Zoey Field
Select the field in Zoey you want to sync with a field in NetSuite.

NetSuite Field
Enter the field from NetSuite to map to the field you selected for the Zoey Field.

Additional Field
Add as many additional fields as needed.

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Products

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Import Product Data from NetSuite
When enabled product inventories will be synced from NetSuite to Zoey.

Enable Automatic Product Import
When enabled, product data will be synced from NetSuite to Zoey twice an hour.

NetSuite Product ID Attribute
The Zoey product attribute that has the internal NetSuite ID for each product

NetSuite Product ID Attribute
The Zoey product attribute that NetSuite Product Type Attribute

Import Product Status from NetSuite
When set to Yes, Zoey products will be enabled or disabled based on the item's "Inactive" field.

NetSuite Item Status Source
This is NetSuite Item field used to determine Zoey Product Status

NetSuite Item Status Source
This is NetSuite Item field used to determine Zoey Product Status
isInactive (boolean)

Zoey Product is Disabled when...
Specify when the Zoey Product should be disabled based on the NetSuite item value. For whatever value is chosen to set the Zoey product Disabled, the opposite will set it as Enabled.

Inventory Settings

Import Product Inventory from NetSuite
When set to Yes product inventory will be synced from NetSuite

Price Settings

Import Prices
When set to Yes, price information will be imported from NetSuite

Product Import Field Mapper

Zoey Field
Select the field in Zoey you want to sync with a field in NetSuite.

NetSuite Field
Enter the field from NetSuite to map to the field you selected for the Zoey Field.

Additional Field
Add as many additional fields as needed.

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Sales Orders

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Order Creation

Create NetSuite Sales Order from Zoey Orders
When set to Yes, Zoey Orders will will create a Sales Order in NetSuite.

Auto Approve Sales Orders
When enabled, Sale Orders in NetSuite will automatically be approved when created from Zoey Orders.

NetSuite Discount Item ID
In order for Zoey discounts to be used on NetSuite Sales Orders a Zoey Discount Item to use must be set.

Create Deposits For Sales Orders
When enabled, Zoey Orders will create a deposit upon creating the Sales Orders in NetSuite.

Assign Guest Orders to Specific NetSuite Customer
When set to Yes, Zoey Orders created by Not Logged In users will be assigned to a specific NetSuite Customer. If this is set to No, orders created by Not Logged In users cannot be synced to NetSuite.

Address Settings

Address Display Format
Controls whether the Address Text on the Sales Order is display as one line or multiple lines.

Address Addressee Field
Zoey Address field to use for NetSuite Address addressee field.

Customize Address Fields
When set to Yes, specify which Address fields are included on the Sales Order Billing/Shipping Addresses and NetSuite Customer Addresses.

Location Settings

Sales Order Location
Typically Use Default NetSuite Location. This is the location from which the sales order will be fulfilled under the dropdown field Default Location For Sales Orders in NetSuite.

Set Order Items Location
When set to Yes, select the preferred NetSuite Order Items Location from the dropdown.

Set Order Items Inventory Location
When set to Yes, select the preferred NetSuite Order Items Inventory Location from the dropdown.

Payment Settings

Payment Source
Select Payment Option or Payment Method.

Order Cancellation

Close NetSuite Sales Orders on Cancellation
When set to Yes, NetSuite Sales Orders will be closed when a Zoey order is cancelled. NetSuite Sales Orders cannot be cancelled by the API

Sales Order Custom Fields

Set Sales Order Custom Fields
When set to Yes, you will get two new field to enter Sales Order Customer Field Rules and Sales Order Item Custom Field Rules.

Sales Order Field Mapping

Zoey Field
Select the field in Zoey you want to sync with a field in NetSuite.

NetSuite Field
Enter the field from NetSuite to map to the field you selected for the Zoey Field.

Additional Field
Add as many additional fields as needed.

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Invoices

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Zoey Invoices

Import Zoey Invoices From NetSuite
When set to Yes, an Invoice will be created in Zoey when a NetSuite Sales Order is created.

NetSuite Invoices

Create NetSuite Invoices
When set to Yes, an Invoice will be created on NetSuite Sales Orders when a Zoey Invoice is created.

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Shipments

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Zoey Shipments

Import Zoey Shipments From NetSuite
When enabled, Item Fulfillments created in NetSuite will create Shipments in Zoey.

Enable Automatic Shipment Import
When enabled Item Fulfillments will be synced from NetSuite to Zoey every 20 minutes.

Send Shipment Email
When set to Yes, a New Shipment Email will be sent to the Customer from Zoey.

Only Import Shipped Fulfillments
When set to Yes, only NetSuite fulfillments with a status of 'Shipped' will be imported. Otherwise all fulfillments on the Sales Order will be imported.

Invoice in Zoey when Shipment Created
When set to Yes, a Zoey invoice will be created when a shipment is imported from NetSuite. Depending on your Invoice settings, this may also create an invoice in NetSuite.

Send Invoice Email
When set to Yes, the invoice email will be sent when an invoice is created when a shipment is created. This is a separate setting from Send Invoice Email in the Invoices section above.

Limit Invoice on Shipment to Specific Payment Methods
When set to Yes, a Zoey invoice will be created when a shipment is imported from NetSuite only for the specified payment methods.

Invoice on Shipment Payment Methods
Select specified Payment Methods from the dropdown menu.

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Credit Memos

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Zoey Credit Memos

Import Zoey Credit Memos From NetSuite
When set to Yes, a Credit Memo will be created for the Zoey Order when a Credit Memo is created on a NetSuite Sales Order Invoice.

Netsuite Credit Memos

Create NetSuite Credit Memos
When set to Yes, a Credit Memo will be created on NetSuite Sales Order Invoices when a Zoey Credit Memo is created for a Zoey Invoice.

Create for Partial Refunds
When set to Yes, a Credit Memo will be created using a placeholder NetSuite item when a Zoey Credit Memo is created with a partial refund that does not contain any items.

Partial Refund Item ID
The NetSuite Item ID to use for Credit Memos that do not contain items.

Refund NetSuite Credit Memos
When set to Yes, a refund will be applied to the NetSuite Credit Memo when it is created.

Credit Memo Refund Account
Select the Refund Account from the dropdown menu.

Credit Memo Payment Method
Select allowed payment me

Credit Memo Field Mapping

Zoey Field
Select the field in Zoey you want to sync with a field in NetSuite.

NetSuite Field
Enter the field from NetSuite to map to the field you selected for the Zoey Field.

Additional Field
Add as many additional fields as needed.

Payment Mapping

Select the NetSuite Payment Methods you would like to map to the Payment Methods set up in Zoey.
NetSuite Term is for setting specific Net Terms on any of the Payment Methods. Otherwise leave unassigned.

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Select the Net Terms from NetSuite to map to Zoey Net Terms. You can assign a specific payment method for Net Terms payments, otherwise leave unassigned.

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Shipping Mapping

Select your NetSuite Shipping Methods to map to the corresponding Shipping Methods in Zoey.

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