Customers
View and manage synced customer data in SuitePortal
Customers
Customers are entity records synced from NetSuite representing the companies and individuals you do business with.
Data Source
Customer data is synced one-way from NetSuite. To create or edit customers, make changes in NetSuite and wait for the next sync.
Core Fields
The following fields are always included when syncing customers:
| Field | NetSuite ID | Description |
|---|---|---|
| Internal ID | internalid | NetSuite unique identifier |
| Last Modified | lastmodifieddate | Timestamp of last change |
| Entity ID | entityid | Customer number/code |
| Company Name | companyname | Business name |
email | Primary email address | |
| Phone | phone | Primary phone number |
| Subsidiary | subsidiary | NetSuite subsidiary |
Custom Fields
Additional fields can be synced by adding them to the sync configuration's custom_fields array. Specify fields by their NetSuite internal ID (e.g., custentity_customer_type).
Viewing Customers
- Navigate to Portal → Customers
- Use search to find specific customers
- Click a row to view customer details
Available Actions
| Action | Description |
|---|---|
| View | See full customer record |
| View Transactions | See orders, invoices for this customer |
| Export | Download customer data |
Customer Portal Organizations
When a customer is synced, SuitePortal can automatically create a customer organization linked to that record:
| Property | Value |
|---|---|
portalType | customer |
parent | Tenant organization ID |
customerId | NetSuite customer internal ID |
Customer organizations allow the customer's contacts to log in and view their own data with row-level security.
Flagging Customers for Sync
In NetSuite, check the custentity_sp_flag checkbox on customer records to include them in syncs.
Linking Contacts
Customer contacts can be synced separately. The contact's company field links them to the parent customer.
Related Data
From a customer record, you can view:
- Sales orders where
entity= customer internal ID - Invoices where
entity= customer internal ID - Contacts where
company= customer internal ID - Item fulfillments linked to customer orders
Subscription Tier Access
| Tier | Access |
|---|---|
| Basic | ✓ |
| Premium | ✓ |
| Enterprise | ✓ |
Customer sync is available on all subscription tiers.