How do you set the Lead Type in Netsuite?

Integrator.io
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1

I am trying to set the "Type" field on new Leads created from Celigo, and have hit an issue. The import is complaining that I must provide a "Last Name". When I opened up Netsuite, I remembered that there is a flag for a Lead Type of either "Company" or "Individual".

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I found the field inside of the Netsuite Records Browser. It's called "Company" with an internal ID of isperson, but the field is listed as a radio type with a "nlapiSubmitField" listed as "True"

5301043caa20740200000001-b3f02bb742334d0d987aacadbf72a05a.png

Is there any way to set this value on import?

2

Hi Wade,

Thanks for reaching out. We're investigating your question right now and will respond with an answer as soon as we have one for you.

3

Support -

Please disregard. I was able to determine that while the "Company" field is available from within Celigo, it cannot be set. There appears to be a separate "Individual" field in the rest API that accepts a True/False argument that appears to work.

4

That's great to hear, @wadeshelton! Thank you so much for letting us know!

5

Hi Support,

I'm actually experiencing a similar issue. NetSuite has a field on the Promotion record called 'discounttype' (https://system.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2020_1/script/record/promotioncode.html This radio field has two values, 'flat' and 'percent', however the Celigo UI will insist on this field being a Boolean and will only send 'True' and 'False' values causing the record to fail. Any ideas?

Thanks,

6

Hi @phillipv - The best way to work with our Support team is to create a ticket, which ensures your case is assigned and tracked. Here in the Community you may also get advice from other customers. Thanks!

7

Hey Phillip,

We show the field types based on NS metadata. For some reason, NS is giving us the wrong field type for this particular field. We'll try to override this in a future release so there is no confusion.

For now, you can try to use the `rate` field to determine the `discountype`. If the `rate` field is a decimal it is automatically considered as a `flat` type. If it ends with `%` it is considered to be a `percentage` type.

Eg:

10.00 -> is flat

10.00% -> is percentage.

You can add this using a handlebar expression in the extract part of your mapping. `{{{discount}}}%` or just `{{{discount}}}` based on your requirement.

Please try this out and if you're facing any issues please raise a support ticket with us we'd be happy to assist you.

8

Thanks for the suggestion Uma. Unfortunately the Promotions record does not recognize or automatically adjust between the 'decimal' or '%' . I'm using the handlebars below:

{{#compare discount_type "==" 'percent'}} {{amount}}% {{else}} {{amount}} {{/compare}}

Again, this unfortunately does not resolve the issue.

I've opened a support ticket for further assistance. Thanks again!

9

Hey Philip,

We believe that this is not working because of the extra spaces in your handlebar expression.

Can you please remove them?

{{#compare discount_type "==" 'percent'}}{{{amount}}}%{{else}}{{{amount}}}{{/compare}}

If this doesn't work, we can debug further on the support case.

10

Thanks Uma,

Unfortunately this also does not resolve the issue. Same behavior as before. The flat/fixed dollar discount will continue to be imported as a percent. I.e. $100 off will be imported to a NetSuite Promotion as 100% off.

I've opened a support ticket (97180) to seek additional help.