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2021.2 Company Settings

2021.2 Company Settings

Owned by Gregor Pollak
Jan 07, 2022

This section contains settings for Company synchronization between Magento and NetSuite.



Configuration nameExample valueDescription
Default Customer GroupSelectCustomer Group that is set when importing Company from NetSuite (add and update).
Default Sales RepresentativeMultiselect

Sales Representative (Magento Admin User) that is set when importing Company from NetSuite (add and update).

Company Status Custom Field IDStringWhen importing Company (new or update), we use this field for control of Company Status. This custom field should be part of the Customer form. If empty, the Company will be set to "Active".  See below on how to create this field in NetSuite.
Company Admin Custom Field IDStringWhen importing Company (new or update), we use this field to set the Company Admin. This custom field should be part of the Customer form. If empty, Company Admin will be set to the first Customer we import linked to the Company. See below how to create this field in NetSuite.
Company Allow Quote Custom Field IDString

When importing Company (new or update), we use this field to set Allow Quotes for Company. This custom field should be part of the Customer form. If empty, Allow Quotes will be set to Magento Default Value/not changed.  See below how to create this field in NetSuite.


There is no such entity in NetSuite as Company. To meet business needs RocketWeb NetSuite Connector maps non-individual/parent Customers in NetSuite and Magento Companies.

Rejecting Company status in Magento requires a rejected message to be set. When this status is set, we cannot change its message (Magento supports only one-time rejecting). To respect this logic, RocketWeb NetSuite Connector will set the default message only for the first Rejected Status setting.

How to add "Company Status" custom field

  1. Navigate to NetSuite
  2. Find in the menu Customization->List, Records, &Fields->Entity Fields and press New
  3. Create a new Custom Field as an example:
  4. Note fields with red arrows:
    1. Enter the proper name - "Company Status" or something alike
    2. Enter representative description
    3. Choose type - List/Record
    4. Add List with next values (they corresponds to the Magento Statuses)
    6. Choose Applies To - Customer
  5. Save Custom Field
  6. Use its ID for Store Admin

How to add the "Company Admin" custom field.

  1. Navigate to NetSuite
  2. Find in the menu Customization->List, Records, &Fields->Entity Fields and press New
  3. Create a new Custom Field as an example:
  4. Note fields with red arrows:
    1. Enter the proper name - "Company Admin"
    2. Enter representative description
    3. Choose type - Check Box
    4. Choose Applies To - Customer
  5. Save Custom Field
  6. Use its ID for Store Admin


How to add the "Allow Quote" custom field.

  1. Navigate to NetSuite
  2. Find in the menu Customization->List, Records, &Fields->Entity Fields and press New
  3. Create a new Custom Field as an example:
  4. Note fields with red arrows:
    1. Enter the proper name - "Allow Quote" or something alike
    2. Enter representative description
    3. Choose type - Check Box
    4. Choose Applies To - Customer
  5. Save Custom Field
  6. Use its ID for Store Admin