Importing from NetSuite to opentaps

From Opentaps Wiki

Jump to: navigation, search

Data from NetSuite can be imported into opentaps by saving them as CSV files first and then importing them into the tables which began with "NetSuite". As of opentaps version 1.4, the following data can be imported from NetSuite:

  • Products
  • Customers
  • Orders and Invoices

Products

To import your products, export your items list as a CSV file and import them into the NetSuiteItems table in your opentaps database. Then run the service netsuite.importItems.

Product Pricing

In NetSuite, you can set up a number of price lists, and then each product could have a different price for each price list. The price list could be a straight discount off the base pricing, or it could be an arbitrary price. A customer can be associated with a price list, so that the prices from that list are effective for the customer.

To import your product pricing into opentaps, export both your price lists and your item prices to a CSV file and import them into the NetSuitePriceList and NetSuiteItemPrice tables. Then run the service netsuite.importPrices.


Customers

To import your customers, export your customers list and address book as a CSV file and import them into the NetSuiteCustomer and NetSuiteAddressBook tables in your opentaps database. Then run the service netsuite.importcustomer

Each NetSuite customer may have both first and last name and a company name. In that case, the company will be set up as an opentaps CRM account, and the first/last name will be set up as an opentaps CRM contact for the account. From the address book, all addresses will be imported as shipping addresses. If an address is designated as a default billing address, it will also be imported as a billing address into opentaps. Opentaps does not have a concept of a "default" billing or shipping address, so the imported addresses will not be the defaults.



© Open Source Strategies, Inc. Development of this documentation site is sponsored by Open Source Strategies, Inc.
Help support opentaps with a subscription to this documentation site.