How to configure NetSuite Transaction & Customer Forms between your NetSuite account and Shopify store using Robust NetSuite Integrator?
Transaction Form:
Step 1:
Inside NetSuite, from the top navigation pane, please go to the Customization > Forms > and click on the Transaction Forms. Below is a screenshot to help you understand this visually.
Step 2:
By default, our app picks the internal ID of this below-displayed Standard Sales Order form i.e. 68, but feel free to COPY the internal ID of your preferred Sales Order form, in which you want our app to sync the Shopify order information. Below is a screenshot to help you understand this visually.
Step 3:
Inside the Robust NetSuite Integrator app, please go to the
Configuration Page >
App Settings > and scroll-down to this "
Sync Shopify transaction to NetSuite form" setting, further
enter the above
COPIED internal ID into this field, and hit the
Save button. Below is a screenshot to help you understand this visually.
Congratulations, you have successfully configured a Transaction form between your NetSuite account and Shopify store using the Robust NetSuite Integrator app.
Customer Form:
Step 1:
Inside NetSuite, from the top navigation pane, please go to the
Customization >
Forms > and click on the
Entry Forms. Below is a screenshot to help you understand this visually.
Step 2:
By default, our app
picks the internal ID of this below-displayed Standard Customer form i.e. -2, but feel free to
COPY the
internal ID of your preferred Customer form, in which you want our app to
sync the
Shopify customer information. Below is a screenshot to help you understand this visually.
Step 3:
Inside the Robust NetSuite Integrator app, please go to the
Configuration Page >
App Settings > and scroll-down to this "
Sync Shopify customers to NetSuite form" setting, further
enter the above
COPIED internal ID into this field, and hit the
Save button. Below is a screenshot to help you understand this visually.
Congratulations, you have successfully configured a Customer form between your NetSuite account and Shopify store using the Robust NetSuite Integrator app.
In case, you have any questions OR suggestions, feel free to reach out to us at
help@webbeeglobal.com.
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