User GuideEntity Management
Contacts
View synced contact data in SuitePortal
Contacts
Contacts are entity records synced from NetSuite representing individuals associated with customers, vendors, or other entities.
Data Source
Contact data is synced one-way from NetSuite. To create or edit contacts, make changes in NetSuite and wait for the next sync.
Core Fields
The following fields are always included when syncing contacts:
| Field | NetSuite ID | Description |
|---|---|---|
| Internal ID | internalid | NetSuite unique identifier |
| Last Modified | lastmodifieddate | Timestamp of last change |
| Entity ID | entityid | Contact identifier |
| First Name | firstname | Contact first name |
| Last Name | lastname | Contact last name |
email | Email address | |
| Phone | phone | Phone number |
| Company | company | Parent customer/vendor internal ID |
Custom Fields
Additional fields can be synced by adding them to the sync configuration's custom_fields array.
Viewing Contacts
- Navigate to Portal → Contacts
- Use search or filters to find contacts
- Click a row to view contact details
Filtering Options
| Filter | Description |
|---|---|
| Company | Filter by parent customer/vendor |
| Search | Search by name or email |
Contact Portal Access
Contacts can be granted portal access as users. When a contact syncs:
- User account is created (or matched by email)
- User is added to the customer/vendor organization
- User can log in and view their organization's data
User Matching
| Scenario | Action |
|---|---|
| Email exists in SuitePortal | Link to existing user |
| Email is new | Create new user account |
Company Association
The company field links contacts to their parent entity:
| Parent Type | Relationship |
|---|---|
| Customer | Contact appears in customer's contact list |
| Vendor | Contact appears in vendor's contact list |
Flagging Contacts for Sync
In NetSuite, check the custentity_sp_flag checkbox on contact records to include them in syncs.
Subscription Tier Access
| Tier | Access |
|---|---|
| Basic | ✓ |
| Premium | ✓ |
| Enterprise | ✓ |
Contact sync is available on all subscription tiers.