Customer import

It is important to identify whether an entity being imported is an individual or a company. Individual customers have Firstname and Lastname fields, which are missing from a company customer. That information is recorded on the contact record for a company customer. I recommend splitting entity imports into an individual file and a company file because they require different import maps.

Example 1 – Customer import use case

Let's analyze this table for import as an example:

Company	Firstname	Lastname	Email	Street address	City	State	Country	Terms
Disney	Donald	Duck	[e-mail]	123 Main Street	Orlando	Florida	United  States	Net 30
Universal	Harry	Potter	[e-mail]	905 Young Street	Orlando	FL	US	Net 30
Mi6	James	Bond	[e-mail]	100 Church Street	London		UK	Net 60
N/A	Katy	Perry	kphotmail.com	102 7th Ave	New York	NY	USA	Net 15

The values in the country field need to be changed:

• United States is named three different ways and these need to be changed to the value in NetSuite, which is United States...