Transform to Opportunity

NetSuite – Customer

Version

3.2
Agent restriction

None
Processing type

Row by row
Multi-input step

Not Supported

Transform to Opportunity is a powerful feature that enables you to convert a customer record into a sales opportunity seamlessly. By integrating this action into your workflow, you can enhance your sales process and improve your tracking of potential revenue. This transformation allows you to leverage existing customer data, ensuring that you capitalize on relationships and maximize your sales potential. With Transform to Opportunity, you streamline your operations, making it easier to manage leads and opportunities in one cohesive system. This functionality is ideal for businesses of all sizes looking to enhance their sales strategies and drive growth.

Configuration

NetSuite - Connection (ver. 1.0.0)

URL

URL of your NetSuite instance.

Account ID

Account ID for NetSuite API.

Consumer Key

Consumer key for NetSuite API.

Consumer Secret

Consumer secret for NetSuite API.

Token ID

Token ID for NetSuite API.

Token Secret

Token secret for NetSuite API.

NetSuite - Configuration (ver. 1.0.0)

Error behavior

The available values are:

Fail and return response: The connector fails at the specified line but generates output with error details.
Fail without response: The connector fails - the error will be displayed only in the log.
Do not fail and return response: The connector does not fail but generates output records that may be marked with an error and detailed information.

Input & Output Schema

Input

NetSuite - Transform Customer To Opportunity Request (ver. 1.7.0)

Column	Data type	Allow null	Description
ID	String	No	Unique identifier for the customer record
Opportunity	`NetSuite - Opportunity v1.5.0`	No	Represents the associated sales opportunity for the customer

NetSuite - Opportunity Competitors Collection (ver. 1.2.0)

Column	Data type	Allow null	Description
Links	`NetSuite - Ns Link v1.1.0`	Yes	Provides a link to the NetSuite instance for API interactions
TotalResults	Integer	Yes	Represents the total number of results returned by the query
Count	Integer	Yes	Indicates the number of items in the current response
HasMore	Bool	Yes	Indicates whether there are more results available to fetch
Offset	Integer	Yes	Specifies the starting point for the next set of results
Items	`NetSuite - Opportunity Competitors Element v1.0.0`	Yes	Contains the list of opportunity competitors retrieved from NetSuite
CustomFields	JSON	Yes	Holds any additional custom fields associated with the customer data

NetSuite - Opportunity Accounting Book Detail Collection (ver. 1.3.0)

Column	Data type	Allow null	Description
Links	`NetSuite - Ns Link v1.1.0`	Yes	Provides a link to the NetSuite instance for API calls
TotalResults	Integer	Yes	Indicates the total number of results returned by the query
Count	Integer	Yes	Represents the number of items in the current response
HasMore	Bool	Yes	Indicates if there are more results available beyond the current response
Offset	Integer	Yes	Specifies the starting point for the next set of results
Items	`NetSuite - Opportunity Accounting Book Detail Element v1.2.0`	Yes	Contains the list of customer records retrieved from NetSuite
CustomFields	JSON	Yes	Holds any additional custom fields associated with the customer records

NetSuite - Opportunity Billing Address (ver. 1.2.0)

Column	Data type	Allow null	Description
Zip	String	Yes	Represents the postal code of the customer location
Country	`NetSuite - Country v1.4.0`	Yes	Indicates the country of the customer
Addr2	String	Yes	Contains additional address information
City	String	Yes	Specifies the city of the customer
Addr1	String	Yes	Contains the primary address line of the customer
LastModifiedDate	DateTime	Yes	Records the last date and time the customer information was modified
Addr3	String	Yes	Provides further address details if necessary
ExternalID	String	Yes	Unique identifier for the customer in external systems
AddrPhone	String	Yes	Contains the phone number associated with the customer
Addressee	String	Yes	Specifies the name of the person or entity to whom the address belongs
Attention	String	Yes	Indicates any specific attention required for the address
Override	Bool	Yes	Determines if the default settings should be overridden
State	String	Yes	Specifies the state or region of the customer
AddrText	String	Yes	Provides a formatted text representation of the address
RefName	String	Yes	Contains a reference name for the customer
Links	`NetSuite - Ns Link v1.1.0`	Yes	Contains links to related resources or records
CustomFields	JSON	Yes	Holds any custom fields associated with the customer

NetSuite - Opportunity Estimates Collection (ver. 1.2.0)

Column	Data type	Allow null	Description
Links	`NetSuite - Ns Link v1.1.0`	Yes	Provides a link to the NetSuite instance for API interactions
TotalResults	Integer	Yes	Indicates the total number of customer records retrieved
Count	Integer	Yes	Represents the number of customer records in the current response
HasMore	Bool	Yes	Indicates whether there are more customer records available
Offset	Integer	Yes	Specifies the starting point for the next set of customer records
Items	`NetSuite - Opportunity Estimates Element v1.1.0`	Yes	Contains the list of customer records retrieved from NetSuite
CustomFields	JSON	Yes	Holds additional custom field data associated with the customer records

NetSuite - Opportunity Shipping Address (ver. 1.2.0)

Column	Data type	Allow null	Description
Zip	String	Yes	Represents the postal code of the customer location
Country	`NetSuite - Country v1.4.0`	Yes	Indicates the country of the customer
Addr2	String	Yes	Contains additional address information
City	String	Yes	Specifies the city of the customer
Addr1	String	Yes	Contains the primary address line for the customer
LastModifiedDate	DateTime	Yes	Records the last date and time the customer information was modified
Addr3	String	Yes	Holds any extra address details not covered in Addr1 or Addr2
ExternalID	String	Yes	Unique identifier for the customer in external systems
AddrPhone	String	Yes	Provides the phone number associated with the customer address
Addressee	String	Yes	Names the individual or entity to whom the address belongs
Attention	String	Yes	Specifies any special attention required for the customer
Override	Bool	Yes	Indicates whether to override existing customer data
State	String	Yes	Denotes the state or region of the customer
AddrText	String	Yes	Contains the full address as a single text string
RefName	String	Yes	Provides a reference name for the customer
Links	`NetSuite - Ns Link v1.1.0`	Yes	Contains links to related resources or records in NetSuite
CustomFields	JSON	Yes	Holds custom field data specific to the customer

NetSuite - Status (ver. 1.4.0)

Column	Data type	Allow null	Description
ID	String	No	Unique identifier for the credit memo
RefName	String	Yes	Reference name for the credit memo
CustomFields	JSON	Yes	Additional custom data related to the credit memo

NetSuite - Bill Country (ver. 1.4.0)

Column	Data type	Allow null	Description
ID	String	No	Unique identifier for the credit memo
RefName	String	Yes	Reference name for the credit memo
CustomFields	JSON	Yes	Additional custom fields related to the credit memo

NetSuite - Source (ver. 1.4.0)

Column	Data type	Allow null	Description
ID	String	No	Unique identifier for the credit memo
RefName	String	Yes	Reference name for the credit memo
CustomFields	JSON	Yes	Additional custom fields related to the credit memo

NetSuite - Forecast Type (ver. 1.2.0)

Column	Data type	Allow null	Description
ID	String	No	Unique identifier for the customer in NetSuite
RefName	String	Yes	The reference name for the customer used in the connector
CustomFields	JSON	Yes	Additional custom attributes related to the customer

NetSuite - Opportunity Competitors Element (ver. 1.0.0)

Column	Data type	Allow null	Description
Links	`NetSuite - Ns Link v1.1.0`	Yes	Represents the connection to the NetSuite instance
Notes	String	Yes	Contains additional information about the customer
Winner	Bool	Yes	Indicates if the customer is a winning candidate
Strategy	String	Yes	Describes the approach taken for customer engagement
Url	String	Yes	Provides a link to the customer's profile or related resources
RefName	String	Yes	Holds a reference name for the customer for easier identification
Competitor	`NetSuite - ID v1.2.0`	Yes	Links to the competitor's identifier in NetSuite
CustomFields	JSON	Yes	Stores additional custom attributes related to the customer

NetSuite - Opportunity Accounting Book Detail Element (ver. 1.2.0)

Column	Data type	Allow null	Description
Links	`NetSuite - Ns Link v1.1.0`	Yes	Represents the connection link to the NetSuite instance
ExchangeRate	Double	Yes	Specifies the currency exchange rate for transactions
RefName	String	Yes	Contains a reference name for the customer record
AccountingBook	`NetSuite - Ns Resource v1.6.0`	Yes	Identifies the accounting book associated with the customer
Subsidiary	`NetSuite - ID v1.2.0`	Yes	Links to the subsidiary under which the customer falls
CustomFields	JSON	Yes	Holds additional custom field data related to the customer

NetSuite - Country (ver. 1.4.0)

Column	Data type	Allow null	Description
ID	String	No	Unique identifier for the credit memo
RefName	String	Yes	Reference name for the credit memo
CustomFields	JSON	Yes	Additional custom fields related to the credit memo

NetSuite - Opportunity Estimates Element (ver. 1.1.0)

Column	Data type	Allow null	Description
Links	`NetSuite - Ns Link v1.1.0`	Yes	Provides a link to the specific NetSuite record
TranID	String	Yes	Represents the unique transaction identifier
Total	Double	Yes	Indicates the total amount of the transaction
ExpectedCloseDate	DateTime	Yes	Specifies the anticipated closing date of the transaction
TranDate	DateTime	Yes	Records the date when the transaction occurred
ForecastType	`NetSuite - Forecast Type v1.2.0`	Yes	Defines the type of forecast associated with the transaction
Title	String	Yes	Contains the title or description of the transaction
Status	String	Yes	Indicates the current status of the transaction
RefName	String	Yes	Provides a reference name for the transaction
CustomFields	JSON	Yes	Stores additional custom data related to the transaction

NetSuite - Item Type (ver. 1.4.0)

Column	Data type	Allow null	Description
ID	String	No	Unique identifier for the credit memo
RefName	String	Yes	Reference name for the credit memo
CustomFields	JSON	Yes	Additional custom fields related to the credit memo

NetSuite - Bill Variance Status (ver. 1.2.0)

Column	Data type	Allow null	Description
ID	String	No	Unique identifier for the customer in NetSuite
RefName	String	Yes	Display name of the customer used in the connector
CustomFields	JSON	Yes	Additional custom attributes related to the customer

NetSuite - Item Subtype (ver. 1.2.0)

Column	Data type	Allow null	Description
ID	String	No	Unique identifier for the credit memo
RefName	String	Yes	Reference name for the credit memo
CustomFields	JSON	Yes	Additional custom fields related to the credit memo

NetSuite - Cost Estimate Type (ver. 1.2.0)

Column	Data type	Allow null	Description
ID	String	No	Unique identifier for the credit memo
RefName	String	Yes	Reference name for the credit memo
CustomFields	JSON	Yes	Additional custom fields related to the credit memo

Output

NetSuite - Response (ver. 1.0.0)

Column	Data type	Allow null	Description
StatusCode	Integer	No	HTTP status code returned by the NetSuite API indicating the result of the operation
IsError	Bool	No	Indicates whether there was an error during the operation
Message	String	Yes	Error or status message providing additional information

Status Code

200 Success
400 Bad request
404 Not found
500 Server error