Create Customer

Discover the seamless process of creating customers in NetSuite from OMS.

To successfully create a sales order in NetSuite, it is a prerequisite to have the customer information pre-existing within NetSuite's database. Therefore, it is important to synchronize customer data from OMS to NetSuite before order creation.

This integration flow is responsible to send the customer information from OMS to NetSuite. To ensure that the customer data is not repeatedly sent to NetSuite, this flow uses the NetSuite Customer ID to filter out the customers which are already sent to NetSuite.

The NetSuite Customer ID gets assigned once this file is successfully consumed and customers created in NetSuite. A separate job takes care to export these customers from NetSuite and record the ID in Party Identification entity on OMS. The Party Identification Type ID used for this is 'NETSUITE_CUSTOMER_ID'.

Technical Implementation

This feed is generated in the integration layer using Apache NiFi.

In NiFi, the required customer data is fetched by connecting to the OMS transactional database, and this data is prepared in the format required by NetSuite.

Some of the important conditions for customer data are:

To identify customers, role_type_id = 'CUSTOMER' in PartyRole entity is used
The customers which already have party_identification_type_id = 'NETSUITE_CUSTOMER_ID' in PartyIdentification entity are excluded since they are already synced to NetSuite and so should not be included again in the feed

SQL to fetch customer data from OMS

SELECT 
  per.party_id AS 'External Id', 
  'T' AS 'Individual', 
  CASE WHEN per.first_name IS NULL 
  OR TRIM(per.first_name) = '' THEN 'X' ELSE per.first_name END AS 'First Name', 
  CASE WHEN per.last_name IS NULL 
  OR TRIM(per.last_name) = '' THEN 'X' ELSE per.last_name END AS 'Last Name', 
  'CUSTOMER-Closed Won' AS 'Status', 
  '1' AS 'Subsidiary', 
  'TRUE' AS 'Taxable', 
  '5' AS 'Default Order Priority', 
  '1' AS 'Account Origin', 
  CASE WHEN (
    SELECT 
      party_classification_group_id 
    FROM 
      party_classification 
    WHERE 
      party_id = per.party_id 
    ORDER BY 
      from_date 
    LIMIT 
      1
  ) = 'POS_SALES_CHANNEL' THEN 13 ELSE "14" END AS "Account Source", -- this may vary and customised as per need
  pisc.id_value AS "HC Shopify Customer Id", 
   (
    SELECT 
      cm.info_string AS 'Email' 
    FROM 
      party_contact_mech pcm 
      JOIN contact_mech cm ON pcm.contact_mech_id = cm.contact_mech_id 
      AND (
        pcm.thru_date IS NULL 
        OR pcm.thru_date >= NOW()
      ) 
    WHERE 
      cm.contact_mech_type_id = 'EMAIL_ADDRESS' 
      AND per.party_id = pcm.party_id 
    ORDER BY 
      pcm.from_date DESC 
    LIMIT 
      1
  ) AS 'Email', 
  (
    SELECT 
      CONCAT_WS(
        " ", tn.country_code, tn.area_code, 
        tn.contact_number
      ) AS "Phone_no" 
    FROM 
      party_contact_mech pcm 
      JOIN contact_mech cm ON pcm.contact_mech_id = cm.contact_mech_id 
      AND (
        pcm.thru_date IS NULL 
        OR pcm.thru_date >= NOW()
      ) 
      JOIN telecom_number tn ON tn.contact_mech_id = cm.contact_mech_id 
    WHERE 
      cm.contact_mech_type_id = 'TELECOM_NUMBER' 
      AND per.party_id = pcm.party_id 
    ORDER BY 
      pcm.from_date DESC 
    LIMIT 
      1
  ) AS 'Phone' 
FROM 
  person per 
  INNER JOIN party_role pr ON per.party_id = pr.party_id 
  LEFT JOIN party_identification pi ON per.party_id = pi.party_id 
  AND pi.party_identification_type_id = 'NETSUITE_CUSTOMER_ID' 
  JOIN PARTY p ON p.party_id = per.party_id 
  LEFT JOIN party_identification pisc ON per.party_id = pisc.party_id 
  AND pisc.party_identification_type_id = 'SHOPIFY_CUST_ID' 
WHERE 
  pr.role_type_id = 'CUSTOMER' 
  AND pi.party_id IS NULL 
  AND pisc.id_value IS NOT NULL;

NiFi flow

In the NiFi flow set up to sync Create Customers Feed, below processors are used.

ExecuteSQLRecord This processor is used to fetch customer details using the SQL query from OMS database. The processor runs at regular intervals, ensuring updated data is fetched in each feed.
RouteOnAttribute This processor is used to determine the count of rows fetched from OMS database using which it ensures that the flow is further executed only if the rows returned are greater than 0. This is done to avoid creation of empty customer feeds.
SplitRecord This processor is used to specify the no. of records to be included in each Customer Feed for NetSuite. This is done by defining a property "Records Per Split" and setting its value. If the rows returned from OMS database surpasses this limit, a new flowfile is generated and hence they get included in the next feed. Eg. This is done since in the current implementation, NetSuite can export feed files with a limit 20,000 records, and so this value is set in the processor so that each feed generated will have maximum of 20,000 customers.
UpdateAttribute Here the file name is prepared for the valid records feed by appending the current time as per the timezone configured in OMS. This helps in identifying the time at which feed is being kept for NetSuite.
QueryRecord This processor is used to filter records into two flow files, the ones which are valid and having data for all the required fields of NetSuite. The second is for the records which have 1 or more data missing for the required fields.
UpdateAttribute Here the file name is prepared for the invalid records feed by appending the current time as per the timezone configured in OMS. This helps in identifying the time at which feed is being kept on SFTP.
PutSFTP Three PutSFTP processors are used here: the first for eligible records, the second for logging the eligible records for OMS, and the third for invalid records.
PutEmail This processor is used to send an email notification for the invalid records which are are missing some required fields the Customer Feed. This helps in notifying invalid records for further data correction and processing if required.

NetSuite Customer Feed File details

FTP location

/home/${sftpUsername}/netsuite/customer/export

Sample Feed file Name format

Krewe_CustomerFeed_2023-12-28-22_15_02_792.csv

Sample Feed File

External Id	Individual	First Name	Last Name	Status	Subsidiary	Taxable	Default Order Priority	Account Origin	Account Source	HC Shopify Customer Id
297056	T	Alfonso	Pacheco	CUSTOMER-Closed Won	1	true	5	1	14	6578498371671
297055	T	Joan	Hubball	CUSTOMER-Closed Won	1	true	5	1	14	6578280628311

Data model mapping

This table gives details about the mapping of each NetSuite field to the OMS entities.

NetSuite Field	Type	Description	OMS Field
External Id	String	OMS Customer Party Id	Person.party_id
Individual	String	Default value set in SQL	T
First Name	String	Customer first name	Person.first_name
Last Name	String	Customer first name	Person.last_name
Status	String	Default value set in SQL	CUSTOMER-Closed Won
Subsidiary	String	Default value set in SQL	1
Taxable	String	Default value set in SQL	TRUE
Default Order Priority	String	Default value set in SQL	5
Account Origin	String	Default value set in SQL	1
Account Source	String	This is used to identify POS customers or web customers based on the first order they placed.	1. "13 - If Party Classification Group Id = 'POS_SALES_CHANNEL' 2. 14 - For any other value"
HC Shopify Customer Id	String	Shopify Customer Id	1. ID value for Party Identification Type ID of 'SHOPIFY_CUST_ID' 2. PartyIdentification.idValue
Email	String	Customer Email Id	1. If ContactMech.contact_mech_type_id = 'EMAIL_ADDRESS' 2. ContactMech.info_string
Phone	String	Customer Phone no	1. If ContactMech.contact_mech_type_id = 'TELECOM_NUMBER' 2. Then Concat the (TelecomNumber.country_code, TelecomNumber.area_code,TelecomNumber.contact_number)

NetSuite Field

Type

Description

OMS Field

External Id

String

OMS Customer Party Id

Person.party_id

Individual

String

Default value set in SQL

First Name

String

Customer first name

Person.first_name

Last Name

String

Customer first name

Person.last_name

Status

String

Default value set in SQL

CUSTOMER-Closed Won

Subsidiary

String

Default value set in SQL

Taxable

String

Default value set in SQL

TRUE

Default Order Priority

String

Default value set in SQL

Account Origin

String

Default value set in SQL

Account Source

String

This is used to identify POS customers or web customers based on the first order they placed.

1. "13 - If Party Classification Group Id = 'POS_SALES_CHANNEL' 2. 14 - For any other value"

HC Shopify Customer Id

String

Shopify Customer Id

1. ID value for Party Identification Type ID of 'SHOPIFY_CUST_ID' 2. PartyIdentification.idValue

String

Customer Email Id

1. If ContactMech.contact_mech_type_id = 'EMAIL_ADDRESS' 2. ContactMech.info_string

Phone

String

Customer Phone no

1. If ContactMech.contact_mech_type_id = 'TELECOM_NUMBER' 2. Then Concat the (TelecomNumber.country_code, TelecomNumber.area_code,TelecomNumber.contact_number)

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