Initial Sync

Prerequisites

• NetSuite connection configured
• Connection test passing
• Understanding of Sync Engine

Step 1: Select Record Types

Choose which record types to sync:

Recommended Initial Records

1. Customers — Required for customer portal
2. Contacts — User association
3. Invoices — Core transaction type
4. Payments — Payment visibility

Optional Records

• Sales Orders
• Item Fulfillments
• Items

Step 2: Configure Field Mapping

Review default field mappings and customize if needed:

1. Navigate to Settings > Sync > Field Mapping
2. Review standard mappings
3. Add custom field mappings if needed
4. Save configuration

Step 3: Run Initial Sync

1. Navigate to Settings > Sync
2. Select record types to sync
3. Click Run Full Sync
4. Monitor progress

Step 4: Verify Data

After sync completes:

1. Check record counts match expected
2. Spot-check sample records
3. Verify custom fields populated
4. Review sync logs for errors

Performance Expectations

Next Steps

• Configure Users — Set up portal access